Study: How Convincing is GPT-4?
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Globe and Mail
25 minutes ago
- Globe and Mail
Beyond the Hype: 2 Top Under-the-Radar AI Stocks to Watch in 2025
As artificial intelligence (AI) continues to transform industries, a few blue-chip stocks like Amazon (AMZN), Nvidia (NVDA), and Microsoft (MSFT) dominate headlines. However, this does not always imply that they are the only viable investments in AI. Under-the-radar stocks, on the other hand, may be reasonably priced and have room for more expansion. Here are some lesser-known companies gaining traction in the AI space. #1: Arista Networks Valued at $116.5 billion, Arista Networks (ANET) is a leading provider of high-performance networking solutions for large data centers, cloud computing environments, campuses, and enterprise networks. The stock has experienced short-term volatility this year, primarily due to concerns about customer concentration, falling 21.4% year to date. Nonetheless, Arista's long-term outlook remains positive, with Wall Street expecting the stock to rise as much as 50% from current levels. As AI workloads require more from network infrastructures, Arista has strategically positioned itself to meet these demands. Ethernet-based solutions from the company are gaining popularity over traditional InfiniBand systems due to their scalability and cost-effectiveness. Arista began 2025 with a strong performance in Q1, reporting record-breaking revenues of $2 billion, up 27.6% annually. Adjusted net income increased 30% to $0.65 per share, exceeding consensus expectations. Management highlighted that adjusted gross margin went slightly above expectations to 64.1%, supported by an efficient supply chain and a healthy mix of enterprise and cloud customers. In the Q1 earnings call, CEO Jayshree Ullal emphasized Arista's growing presence in AI and cloud networking. The company expressed confidence in meeting its $750 million AI front-end goal by 2025. Arista aims to be the leading scale-out network provider for Nvidia's evolving GPU (graphics processing units) and AI accelerator roadmap, with its Etherlink portfolio serving as a key differentiator in large AI cluster performance. The company ended the quarter with a total of $8.15 billion in cash, equivalents, and marketable securities. During the quarter, it spent $787.1 million on stock repurchases, its largest repurchase to date. It also announced a new $1.5 billion stock buyback authorization, boosting investor confidence in long-term growth. Even with ongoing macroeconomic volatility and tariff uncertainty, Arista remains optimistic. With growing opportunities in AI, cloud, and campus infrastructure, the company is confident of meeting and possibly exceeding the $10 billion revenue milestone ahead of schedule. Analysts who cover the stock remain optimistic about the company's future. Revenue and earnings are expected to rise by 19.6% and 12.4%, respectively, in 2025, with further double-digit growth in 2026. Arista stock appears to be expensive, trading at 31 times forward earnings, but this reflects investors' confidence in the company's long-term growth prospects. The company's strategic investments in AI networking, combined with its strong financial health, position it well to capitalize on new opportunities. On Wall Street, Arista stock holds an overall rating of ' Moderate Buy.' Of the 22 analysts covering the stock, 14 rate it as a "Strong Buy," two as a "Moderate Buy," and six recommend a 'Hold.' The stock's average target price of $111.68 suggests a potential upside of 27% from current levels, while the highest price estimate of $130 indicates a possible 50% rally over the next 12 months. #2: Vertiv Holdings Valued at $41.6 billion, Vertiv Holdings (VRT) specializes in designing, manufacturing, and servicing infrastructure technologies for data centers, communication networks, and commercial and industrial environments. Its product portfolio comprises power management systems, thermal management solutions, and IT management tools. Vertiv's stock is down 4.4% year-to-date. The surge in AI applications has increased the demand for high-density data centers. Vertiv is capitalizing on this trend by offering advanced cooling and power solutions specifically designed for AI workloads. The company posted a strong first quarter of 2025. Vertiv reported a 49% increase in earnings to $0.64 per share, exceeding expectations by $0.04, thanks to 25% organic net sales growth and a record book-to-bill ratio of 1.4x. In the Q1 earnings call, CEO Giordano Albertazzi stated that the company's visibility into the data center market, particularly AI infrastructure, gives management confidence not only for 2025, but also for the long term. Vertiv ended the quarter with nearly $1.5 billion in cash and cash equivalents and $265 million in adjusted free cash flow. Management stated that Vertiv has spent the last two years developing a resilient, geopolitically diverse supply chain. The company operates with strong local capacity in the U.S. and Mexico and has begun relocating production away from high-tariff regions. Vertiv raised its 2025 sales growth guidance to 18%, citing strong demand signals from AI and hyperscale customers. The midpoint EPS guidance of $3.55 remains unchanged, implying 25% year-over-year growth, despite the company expecting a $50 million headwind from U.S.-China tariff impacts in the second quarter. Analysts predict revenue growth in the same range, with earnings rising by 25% by 2025. Currently, Vertiv stock is trading at 30 times forward earnings. While the global tariff environment is complex, the company's proactive supply chain strategy and solid financial position it for continued success in 2025 and beyond. On Wall Street, Vertiv stock holds an overall rating of ' Strong Buy.' Of the 19 analysts covering the stock, 15 rate it as a "Strong Buy," one as a "Moderate Buy," and three recommend a 'Hold.' The stock's average target price of $119.50 suggests a potential upside of 9.1% from current levels, while the highest price estimate of $150 indicates a possible 37% rally over the next 12 months.
National Post
28 minutes ago
- National Post
Vecima Announces XGS-PON Solution for Multi-dwelling Units, Integrating Incognito Service Activation Center, Entra® vPON Manager, and Hitron NOVA2208 ONUs
Article content Entra vPON Manager offers XGS-PON subscriber management, service provisioning, and back-office management integration, including out-of-box support for Incognito Software Service Activation Center (SAC) The Entra Open Network Ecosystem offers wide support for XGS-PON Optical Network Terminals (ONTs)/Optical Network Units (ONUs), including the 8-port Hitron NOVA2208 Vecima, Incognito Software Systems, and Hitron Technologies will showcase the integrated XGS-PON solution at Fiber Connect in Proof of Concept Stand #2 Article content Article content VICTORIA, British Columbia — Vecima Networks Inc. (TSX: VCM) will showcase its new Entra vPON Manager cloud-based XGS-PON platform supporting multi-dwelling unit (MDU) solutions at Fiber Connect this week. Article content Entra vPON Manager gives operators robust XGS-PON subscriber management and service provisioning capabilities with back-office management integration that supports MDU subscribers. Through integration with Service Activation Center (SAC) from Incognito Software Systems Inc., subscriber service activation with the Vecima All-PON™ solution now includes MDU multi-tenant ONU port activation and provisioning. Article content The Entra® Open Network Ecosystem supports the Hitron NOVA2208 ONU device uniquely designed for MDU and business service subscribers. With up to eight subscriber service ports, the NOVA2208 is ideally suited to the managed demarcation point in MDUs with in-building service distribution and in-premises TR-069/USP-369 customer gateways. Article content 'Incognito's SAC integration with Vecima and Hitron for XGS-PON operators is tailored to meet the needs of MDU deployments, accelerating new subscriber additions and simplifying back-office operations for our customers,' said Craig Sinasac, Head of Product at Incognito. Article content 'Hitron has been an early partner in Vecima's Open Network Ecosystem, with our family of PON Single Family Units and PON Multi-Dwelling Units,' said Dave Michaud, Vice President, Engineering Hitron Technologies. 'This is enabling us to reach more opportunities and build creative customer solutions, including today's NOVA2208 for MDU deployments.' Article content 'Vecima's Entra EXS1610 All-PON™ Shelf is the first ITU-PON platform supported with Entra vPON Manager, combining scalability with operational simplicity for fiber-to-the-home deployments,' said Vijay Raman, Vice President of PON Product Line Management at Vecima Networks. 'The MDU solution we have built with Incognito Software and Hitron demonstrates our commitment to open integration and best-in-class options for multiple residential and business customers for Broadband Service Providers.' Article content The Vecima Distributed Access Architecture (DAA) product portfolio, recognized by the Dell'Oro Group as the global market share leader in Remote MACPHY and Remote OLT solutions from 2021-2024, is deployed by operators around the world. Learn more at Article content About Incognito Software Systems Incognito Software Systems Inc. provides service orchestration software and services that help digital service providers manage the next-generation broadband experience. Founded over 30 years ago, Incognito has over 200 customers worldwide, including America Movil, Cox, Digicel, Globe, and Orange, leveraging its solutions to fast-track the introduction of innovative broadband services over fiber and 5G fixed wireless access technologies while delivering a great customer experience. Incognito is a Lumine Group company (TSXV: LMN). Learn more at and Article content About Hitron Technologies With more than 30 years of experience, Hitron Technologies has been a global leader in providing innovative Customer Premises Equipment (CPE) to leading Broadband Service Providers all over the world. Our unwavering commitment to excellence and a deep understanding of the industry's evolving needs have made us the trusted partner of choice for service providers seeking to deliver high-performance connectivity to homes and businesses. With a strong focus on cutting-edge technology and cost-effective solutions, Hitron remains at the forefront of shaping the future of network connectivity. Hitron Technologies Americas Inc. is a subsidiary of Hitron Technologies and is based in Centennial, Colorado. To learn more about Hitron Technologies Americas, visit Article content About Vecima Networks Vecima Networks Inc. (TSX: VCM) is leading the global evolution to the multi-gigabit, content-rich networks of the future. Our talented people deliver future-ready software, services, and integrated platforms that power broadband and video streaming networks, monitor and manage transportation, and transform experiences in homes, businesses, and everywhere people connect. We help our customers evolve their networks with cloud-based solutions that deliver ground-breaking speed, superior video quality, and exciting new services to their subscribers. There is power in connectivity – it enables people, businesses, and communities to grow and thrive. Learn more at Article content This news release contains forward-looking statements within the meaning of applicable Canadian securities laws. Forward-looking statements include, but are not limited to, statements regarding Vecima's business strategies and objectives, and the anticipated benefits, performance, capabilities, availability or adoption of its products and services. Such statements reflect current expectations and assumptions about future events and are subject to risks and uncertainties. Vecima undertakes no obligation to update any forward-looking statements unless required by law. Article content Article content Article content Article content Article content
Globe and Mail
40 minutes ago
- Globe and Mail
The Nasdaq Bounces Back: These AI Stocks Could Be the Smartest Buys of the Year
The Nasdaq Composite is only at about breakeven for the year, as of this writing, but it's made a powerful comeback in recent weeks. The tech-heavy index is now down less than 1% year to date, a massive improvement from the drop of more than 20% it recorded in early April. That doesn't mean it's too late to own tech names that are thriving from the boom in artificial intelligence (AI) spending. Here are three names that are in a prime position to benefit from the expansion of generative and agentic AI in the enterprise, education, healthcare, and beyond. Where to invest $1,000 right now? Our analyst team just revealed what they believe are the 10 best stocks to buy right now. Learn More » King of the artificial intelligence (AI) ecosystem The best way to profit from any growing field is to build an ecosystem around it. Think about how successful Apple has been with its app store, iPhone, Mac computers, and iCloud offerings. That's the approach Nvidia (NASDAQ: NVDA) is taking with hardware, software, and architecture for AI. CEO Jensen Huang is a proven visionary, and the company even has growth triggers beyond the world of AI. AI is enabling change and improvement in every industry. Uses include generative AI and speech recognition, medical imaging and more efficient supply chain management. Nvidia is delivering enterprises the computing power, systems, tools, and algorithms needed. It's not just the powerful graphics processing units (GPUs) like Blackwell and the next-generation Rubin AI chips that Nvidia supplies, either. Nvidia's NeMo provides a full platform for developing custom generative AI -- including large language models (LLMs), video models, and conversational AI. Its CUDA (compute unified device architecture) software platform allows developers to leverage Nvidia's leading chips using parallel processing power for more intensive applications. Nvidia's CUDA-Q is a quantum development platform enabling the use of large-scale quantum computing applications. This is just a small sample of examples showing Nvidia's reach throughout the ecosystem. Nvidia is heavily involved even at the earliest stages of building AI factories where enterprises can deploy on-premises scalable, high-performance, AI platforms. Nvidia is also part of larger-scale projects like the recently announced United Arab Emirates Stargate global tech alliance. That will become a massive 1-gigawatt compute capacity data center. Look upstream and downstream of Nvidia, too These offerings and projects all create a flywheel effect that should only increase demand for Nvidia's products in the months and years ahead. It won't be the only beneficiary, though. Other obvious places to look next are Nvidia's direct upstream and downstream partners. Taiwan Semiconductor (TSMC) (NYSE: TSM) fabricates many of the advanced chips that Nvidia and other major semiconductor companies design. So it shouldn't be surprising that the Nvidia supplier and partner saw revenue surge nearly 42% higher in the first quarter. Those are profitable sales, too. Net income soared 60% versus the prior-year period. TSMC is also well on its way to accomplishing the approximately 40% revenue growth guidance it provided for the current quarter. April net sales jumped 48.1% compared to 2024. One Nvidia customer that is also positioned to benefit from growth in data centers and AI compute capacity is Dell Technologies (NYSE: DELL). Dell is also a partner, working closely with Nvidia. It recently announced the "Dell AI Factory with Nvidia," which it says is "designed to help enterprises accelerate AI adoption and achieve faster time to value." Dell is using its latest air- and liquid-cooled server solutions for AI servers and racks containing Nvidia hardware to deploy in data centers. The collaboration will help accelerate enterprises ramping up computing power. Dell is quickly gaining business in this area. Its server and networking revenue surged 37% in the fiscal fourth quarter ended Jan. 31. At that time, the company said its server business backlog more than tripled year over year to $9 billion. All three companies play an important role in the booming artificial intelligence field. Each has its own role and expertise. Investors would do well to own all three to participate in the growth over the course of 2025 and beyond. Should you invest $1,000 in Nvidia right now? Before you buy stock in Nvidia, consider this: The Motley Fool Stock Advisor analyst team just identified what they believe are the 10 best stocks for investors to buy now… and Nvidia wasn't one of them. The 10 stocks that made the cut could produce monster returns in the coming years. Consider when Netflix made this list on December 17, 2004... if you invested $1,000 at the time of our recommendation, you'd have $651,761!* Or when Nvidia made this list on April 15, 2005... if you invested $1,000 at the time of our recommendation, you'd have $826,263!* Now, it's worth noting Stock Advisor 's total average return is978% — a market-crushing outperformance compared to170%for the S&P 500. Don't miss out on the latest top 10 list, available when you join Stock Advisor. See the 10 stocks » *Stock Advisor returns as of May 19, 2025
