Nvidia Still A Top Pick As Microsoft Meta Stick With Gpus Despite
Written by Zacks Equity Research for Zacks-> Chicago, IL – July 25, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Meta Platforms META and Microsoft MSFT. The 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. BofA's Vivek Arya maintains a Buy on Nvidia, calling it his top pick ahead of Q4 earnings despite China restrictions and margin pressure. Arya expects Nvidia to reassure investors on Blackwell execution, signal strong 2025 growth, and highlight AI pipeline at GTC Conference. Professional market analysis and insights Chip giant Nvidia (NVDA) is considered to be one of the key beneficiaries of the artificial intelligence boom, thanks to robust demand for its advanced graphics processing units (GPUs). The stock has been under pressure recently due to concerns about valuations of AI plays and growing competition in the AI chip space from rivals like Broadcom (AVGO), Advanced Micro Devices (AMD) and Alphabet-owned...
Nvidia is also facing uncertainty related to chip exports to China amid geopolitical tensions between Washington and Beijing. Despite ongoing pressures, several top analysts remain bullish on Nvidia for several reasons, including its solid track record, strong execution, continued innovation and dominant position in the AI GPU market. TipRanks' AI Analyst also has an "outperform" rating on NVDA stock with a price target of $205. Let's look at the views of three such Wall Street pros who are bullish on Nvidia's growth potential. Following a virtual meeting with Nvidia's vice president of investor relations, Toshiya Hari, Bank of America analyst Vivek Arya reiterated a buy rating on NVDA stock with a price forecast of $275, saying that... Erik Isakson/DigitalVision via Getty Images
As we head into 2026, the macroeconomic backdrop appears increasingly constructive but selective. Economic growth appears to be healthy but moderating, while inflation pressures may level off and recession remains off the table. However, equity valuations, particularly across AI stocks and the broader tech sector, remain historically I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Alpha Picks, which selects the two most attractive stocks to buy each month, and also determines when to sell them.
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person.
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Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp (NASDAQ:NVDA) with a price target of $190. Nvidia is Arya’s top pick ahead of the company’s fourth-quarter earnings call scheduled for February 26. Given the Blackwell product transition and China restrictions, the analyst expects a modest beat, inline sales guidance, and lower gross margin in the first quarter. Also Read: Samsung Q4 Earnings: 12% Revenue Growth, Closes Gap With Apple In Premium Phones, Eyes AI-Powered Growth In 2025
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Written By Zacks Equity Research For Zacks-> Chicago, IL –
Written by Zacks Equity Research for Zacks-> Chicago, IL – July 25, 2025 – Today, Zacks Investment Ideas feature highlights Nvidia NVDA, Meta Platforms META and Microsoft MSFT. The 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 Pl...
Perhaps Most Importantly, Nvidia, Meta, And Microsoft Are Uniquely Positioned
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. BofA's Vivek Arya maintains a Buy on Nvidia, calling it his top pick ahead of Q4 earnings despite China restrictions and margin pressure. Arya expects Nvidia to reassure investors on ...
Nvidia Is Also Facing Uncertainty Related To Chip Exports To
Nvidia is also facing uncertainty related to chip exports to China amid geopolitical tensions between Washington and Beijing. Despite ongoing pressures, several top analysts remain bullish on Nvidia for several reasons, including its solid track record, strong execution, continued innovation and dominant position in the AI GPU market. TipRanks' AI Analyst also has an "outperform" rating on NVDA st...
As We Head Into 2026, The Macroeconomic Backdrop Appears Increasingly
As we head into 2026, the macroeconomic backdrop appears increasingly constructive but selective. Economic growth appears to be healthy but moderating, while inflation pressures may level off and recession remains off the table. However, equity valuations, particularly across AI stocks and the broader tech sector, remain historically I am Steven Cress, Head of Quantitative Strategies at Seeking Al...
Analyst’s Disclosure:I/we Have No Stock, Option Or Similar Derivative Position
Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclo...
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