Zacks Investment Ideas feature highlights: Nvidia, Meta Platforms and Microsoft

25.07.25 09:06 Uhr

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For Immediate ReleaseChicago, IL – July 25, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Meta Platforms META and Microsoft MSFT.3 Best Magnificent 7 Stocks to Buy Now: NVDA, META, MSFTThe Magnificent Seven stocks have dominated markets in recent years, but as technological and investor preferences shift, so too do the opportunities even among these elite companies. Right now, I think that Nvidia, Meta Platforms and Microsoft stand out as the strongest buys right now.These three boast the most powerful momentum year-to-date, underpinned by exceptional profit margins and impressive earnings growth forecasts. A couple of them also carry top Zacks Ranks, reflecting positive analyst sentiment and upward revisions.Perhaps most importantly, Nvidia, Meta, and Microsoft are uniquely positioned to excel during the next phase of the AI boom, making them compelling picks for investors looking for growth in a rapidly evolving market.Meta Platforms: Stock Jumps on Earnings UpgradesMeta Platforms is currently the only member of the Magnificent Seven with a Zacks Rank #1 (Strong Buy) rating, underscoring analyst confidence. Over the past two months, analysts have unanimously raised their earnings forecasts, a clear signal of improving expectations. Earnings are projected to grow at a healthy 16.25% annually over the next three to five years, placing Meta among the best growth stories in large-cap tech.CEO Mark Zuckerberg has been aggressively leaning into artificial intelligence, first by integrating it into Meta’s core ad platform. These AI-driven tools now automate demographic targeting and even design ad creatives, significantly improving ad performance and boosting revenue growth. But Zuckerberg’s ambitions go well beyond advertising: he has publicly set his sights on achieving superintelligence, reportedly offering $1 billion pay packages to attract top AI talent and position Meta at the forefront of the industry’s next big breakthrough.From a technical perspective, META stock broke out of a consolidation pattern this Thursday morning. If the stock can hold this new level, it could set up a run toward all-time highs in the coming weeks.Microsoft: Shares Can’t Stop Going HigherMicrosoft has been on an impressive run, climbing steadily since its April lows in what can only be described as a relentless grind higher. Over the past three months, the stock has barely ticked lower, demonstrating persistent institutional accumulation. This kind of price action reflects a deep conviction among investors that Microsoft remains a long-term market leader.From a fundamental perspective, Microsoft continues to deliver. It is one of only two members of the Magnificent Seven with upward-trending earnings revisions, earning it a Zacks Rank #2 (Buy) rating. Analysts project earnings growth of 14.76% annually over the next three to five years, an extraordinary rate for a company with a market cap approaching $4 trillion.Microsoft’s Azure cloud computing platform sits at the center of its AI strategy, powering enterprise applications and serving as a backbone for advanced AI workloads. Its close partnership with OpenAI has only strengthened its position, allowing it to integrate cutting-edge generative AI tools into products like Microsoft 365 and Copilot. This combination of cloud dominance and AI leadership keeps Microsoft at the forefront of innovation and continues to justify its relentless climb.Nvidia: Stock Defies the BearsNvidia continues to prove the doubters wrong, week after week. Despite concerns about valuation and competition, the company remains the undisputed leader in AI infrastructure, with its bleeding-edge data center GPUs forming the backbone of the generative AI revolution. As hyperscaler capex climbs to astronomical levels, Nvidia remains the go-to provider, with its hardware so advanced that major data center operators have no viable alternative at scale.Performance speaks for itself: Nvidia is once again the best-performing stock among the Magnificent Seven in 2025, surging 78% since the April lows and continuing to post market-leading gains year-to-date. This relentless rally reflects investor appetite for exposure to the most critical technology powering the AI boom.From a technical standpoint, Nvidia shares have once again broken out of a tidy bull flag pattern, signaling strong accumulation and setting the stage for another run at record highs. For traders and long-term investors alike, the setup is compelling: NVDA continues to combine explosive revenue growth, industry dominance, and a chart that shows no signs of losing momentum.Should Investors Buy Shares in NVDA, MSFT and META?While all seven of the Magnificent Seven remain leaders in their own right, Nvidia, Microsoft, and Meta Platforms stand out as the most compelling opportunities right now. They combine strong technical momentum, robust earnings growth forecasts, and clear leadership in the AI-driven future of technology.For investors seeking exposure to the next phase of innovation, and the companies powering it, these three stocks look well-positioned to deliver continued outperformance in the months and years ahead.Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.comhttps://www.zacks.comPast performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance for information about the performance numbers displayed in this press release.#1 Semiconductor Stock to Buy (Not NVDA)The incredible demand for data is fueling the market's next digital gold rush. As data centers continue to be built and constantly upgraded, the companies that provide the hardware for these behemoths will become the NVIDIAs of tomorrow.One under-the-radar chipmaker is uniquely positioned to take advantage of the next growth stage of this market. It specializes in semiconductor products that titans like NVIDIA don't build. It's just beginning to enter the spotlight, which is exactly where you want to be.See This Stock Now for Free >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Microsoft Corporation (MSFT): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Meta Platforms, Inc. (META): Free Stock Analysis ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Analysen zu NVIDIA Corp.

DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
15.07.2025NVIDIA KaufenDZ BANK
15.07.2025NVIDIA BuyUBS AG
09.07.2025NVIDIA BuyUBS AG
08.07.2025NVIDIA OutperformBernstein Research
17.06.2025NVIDIA OverweightBarclays Capital
DatumRatingAnalyst
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

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