Latest news with #NVIDIANVDA
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3 days ago
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ETFs to Buy After NVIDIA's Q1 Earnings Miss, Record Revenues
NVIDIA NVDA reported mixed first-quarter fiscal 2026 results. Though the AI darling lagged earnings estimates, it reported record-breaking revenues, which topped estimates. NVIDIA shares jumped as much as 6% in after-hours trading. Investors seeking to tap the company's growth could invest in ETFs having the largest allocation to the AI chipmaker. Strive U.S. Semiconductor ETF SHOC, VanEck Vectors Semiconductor ETF SMH, VanEck Fabless Semiconductor ETF SMHX, YieldMax Target 12 Semiconductor Option Income ETF SOXY and Columbia Select Technology ETF SEMI could be compelling options. The company's earnings per share were 81 cents for the first quarter, missing the Zacks Consensus Estimate by 4 cents and up from 61 cents reported in the year-ago quarter. This marked an end to nine straight quarters of earnings beats. Revenues surged 69% year over year to a record $44.1 billion and beat the consensus mark of $42.70 billion. The impressive performance was largely driven by a booming data center business. The blockbuster results were driven by incredible demand for NVIDIA's latest AI chips. Data Center revenues, which account for much of NVIDIA's revenues, jumped 73% year over year to $39.1 billion (read:NVIDIA Reclaims $3 Trillion: ETFs to Bet On).The gaming division also performed strongly, with revenues climbing 42% year over year to $3.8 billion. This growth was bolstered by the launch of the Nintendo Switch 2, which features NVIDIA's chips and AI-powered DLSS technology supporting up to 4K gaming. NVIDIA's graphics processing capabilities, historically focused on gaming, are now increasingly used in AI applications, highlighting the broadening utility of its automotive and robotics segment saw a 72% revenue increase, reaching $567 million. Growth in this area was driven by rising demand for self-driving car chips and robotics software, including a significant advance in humanoid robotics. The company introduced Isaac GR00T N1 — the world's first open humanoid robot foundation model — and outlined plans to deepen its involvement in robotics demand for NVIDIA's artificial intelligence (AI) chips, especially for large cloud providers and AI supercomputing, continues to surge. NVIDIA is building factories in the United States and working with its partners to produce AI supercomputers. NVIDIA CEO Jensen Huang said, "Countries around the world are recognizing AI as essential infrastructure – just like electricity and the internet – and NVIDIA stands at the center of this profound transformation." Its chief financial officer, Colette Kress, said that Microsoft has 'deployed tens of thousands of Blackwell GPUs and is expected to ramp to hundreds of thousands' of the company's GB200 product, due largely to its partnership with is also accelerating its global expansion. It recently announced plans to build AI factories in the United States and Saudi Arabia and launched the Stargate UAE AI infrastructure cluster in Abu Dhabi. Furthermore, NVIDIA has expanded collaborations with major cloud providers, including Oracle, Google, and Microsoft. Its Blackwell-based cloud instances are now available on AWS, Google Cloud, Microsoft Azure and Oracle Cloud Infrastructure (read: Stocks & ETFs to Benefit From Trump's Stargate Project).Looking ahead to the second quarter of fiscal 2026, the graphics chipmaker expects revenues of $45 billion, plus or minus 2%. The Zacks Consensus Estimate is pegged at $45.1 billion. This guidance includes an estimated $8 billion hit from H20 export restrictions, largely impacting sales to China. The AI darling has lost billions in revenues from Trump's ban on its chip exports to China. Despite this, NVIDIA remains confident in the ongoing global demand for its AI infrastructure. Strive U.S. Semiconductor ETF (SHOC)Strive U.S. Semiconductor ETF seeks broad market exposure to the U.S. semiconductor sector. It follows the Bloomberg US Listed Semiconductors Select Total Return Index and holds 32 stocks in its basket, with NVIDIA accounting for the top firm at 22.9%. Strive U.S. Semiconductor ETF has an AUM of $81.8 million and charges 40 bps in annual fees. It trades in a volume of 10,000 shares per day on average and sports a Zacks ETF Rank #1 (Strong Buy).VanEck Vectors Semiconductor ETF (SMH)VanEck Vectors Semiconductor ETF offers exposure to companies involved in semiconductor production and equipment. It follows the MVIS US Listed Semiconductor 25 Index, which tracks the most liquid companies in the industry based on market capitalization and trading volume. VanEck Vectors Semiconductor ETF holds 26 stocks in its basket, with NVIDIA occupying the top position at 21.1%. It has managed assets worth $22 billion and charges 35 bps in annual fees and expenses. VanEck Vectors Semiconductor ETF trades in an average daily volume of 6 million shares and flaunts a Zacks ETF Rank # Fabless Semiconductor ETF (SMHX)VanEck Fabless Semiconductor ETF offers exposure to companies involved in semiconductor production and is classified as a fabless. It follows the MarketVector US Listed Fabless Semiconductor Index and holds 23 stocks in its basket. NVIDIA takes the top spot at 20.6% share. SMHX, which debuted in the space in late August, has accumulated $47.8 million in its asset base. VanEck Fabless Semiconductor ETF charges 35 bps in annual fees and trades in a volume of 40,000 shares. It flaunts a Zacks ETF Rank # Target 12 Semiconductor Option Income ETF (SOXY) YieldMax Target 12 Semiconductor Option Income ETF is an actively managed ETF that seeks a target annual income level of 12% and capital appreciation via direct investments in a select portfolio of semiconductor companies. NVIDIA occupies the top position in the portfolio with a 19.5% share. YieldMax Target 12 Semiconductor Option Income ETF debuted in December and has gathered $6 million in its asset base. It charges 99 bps in annual fees and trades in an average daily volume of 3,000 Select Technology ETF (SEMI) Columbia Select Technology ETF is an actively managed ETF that focuses on semiconductor and semiconductor-related businesses that may be poised to benefit from technology innovation and disruption. It follows the S&P Global 1200 Information Technology Index and holds 35 stocks in its basket, with NVIDIA occupying the second position at 17.2%. Columbia Select Technology ETF has amassed $37.3 million in its asset base and trades in an average daily volume of 4,000 shares. It charges 75 bps in fees per year. 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 NVIDIA Corporation (NVDA) : Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports Columbia Select Technology ETF (SEMI): ETF Research Reports Strive U.S. Semiconductor ETF (SHOC): ETF Research Reports VanEck Fabless Semiconductor ETF (SMHX): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
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5 days ago
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NVIDIA Gains Momentum Ahead of Q1 Earnings: ETFs in Focus
AI leader NVIDIA NVDA is in the spotlight as it is set to release its fiscal first-quarter 2026 results after market close on May 28. The chipmaker has gained momentum in recent weeks ahead of its earnings chipmaker has gained 5.1% over the past three months compared with the industry's growth of 3.5%. NVIDIA reclaimed $3 trillion in its market cap early this month. The strong trend is likely to continue if it comes up with an earnings beat (read: NVIDIA Reclaims $3 Trillion: ETFs to Bet On). ETFs having the largest allocation to NVIDIA will be in focus ahead of its earnings report. These include Strive U.S. Semiconductor ETF SHOC, VanEck Vectors Semiconductor ETF SMH, VanEck Fabless Semiconductor ETF SMHX, YieldMax Target 12 Semiconductor Option Income ETF SOXY and Columbia Semiconductor and Technology ETF SEMI. NVIDIA currently has an Earnings ESP of -0.41% and a Zacks Rank #3 (Hold). According to our methodology, the combination of a positive Earnings ESPand a Zacks Rank #1 (Strong Buy), 2 (Buy) or 3 increases the chances of an earnings beat. You can uncover the best stocks to buy or sell before they're reported with our Earnings ESP AI leader saw negative earnings estimate revisions of a couple of cents for the first quarter of fiscal 2026 over the past seven days. The Zacks Consensus Estimate calls for 39.3% revenue growth and 63.9% earnings growth in the fiscal first quarter. NVIDIA's earnings surprise history is also good, as it delivered an earnings surprise of 7.92%, on average, in the last four quarters. NVIDIA Corporation price-consensus-eps-surprise-chart | NVIDIA Corporation Quote NVIDIA has a Growth Score of A, suggesting that it is primed for Street analysts maintained their bullish view on the stock, with a recommendation of 1.36 on a scale of 1 to 5 (Strong Buy to Strong Sell), made by 45 brokerage firms. Of these, 37 are Strong Buy and two are Buy. Strong Buy and Buy, respectively, account for 82.22% and 4.44% of all on short-term price targets offered by 42 analysts, the average price target for NVIDIA comes to $167.00. The forecasts range from a low of $100.00 to a high of $220.00. NVIDIA is a global leader in the AI chip market, controlling between 80% and 95% of the market, according to Reuters. Its success is largely attributed to its leadership in developing advanced graphics processing units (GPUs), which are unmatched in producing processors that power artificial intelligence systems, including generative AI, the technology backing OpenAI's ChatGPT that can create text, images and other media. Most analysts believe NVIDIA will become far more valuable in the future due to its dominance in the billion-dollar AI chip is once again poised to redefine the AI landscape with the upcoming launch of its new AI chipset. The mass production is likely to begin as early as next the last earnings conference call, CEO Jensen Huang said demand for NVIDIA's Blackwell chip, its latest chip for powering AI servers, "is amazing" and predicted more to come. He expressed confidence in NVIDIA's future, noting that the company is at the center of what he described as the 'next wave' of AI innovations. Huang said, 'AI is advancing at light speed as agentic AI and physical AI set the stage for the next wave of AI to revolutionize the largest industries.'The AI darling offered a bullish revenue outlook for the to-be-reported quarter and optimism about its next-generation AI Blackwell chips. For the first quarter of fiscal 2026, the graphics chipmaker expects revenues of $43 billion, plus or minus 2%. As NVIDIA continues to ride the wave of AI demand, it will continue to grow in the coming year (read: Tech ETFs at the Forefront of the Current Market Rally). NVIDIA is currently trading at a P/E ratio of 31.37, slightly lower than the Semiconductor - General industry average of 31.58. Further, the stock is currently trading at a PEG ratio of 1.27, much lower than the industry average of 2.10. The lower the PEG ratio, the better the value, as investors would pay less for each unit of earnings. Strive U.S. Semiconductor ETF (SHOC) – NVIDIA exposure: 22.9%VanEck Vectors Semiconductor ETF (SMH) – NVIDIA exposure: 21%VanEck Fabless Semiconductor ETF (SMHX) – NVIDIA exposure: 20.5%YieldMax Target 12 Semiconductor Option Income ETF (SOXY) – NVIDIA exposure: 19.4%Columbia Semiconductor and Technology ETF (SEMI) – NVIDIA exposure: 17.1% Investors seeking to take on more risk could bet on single-stock ETFs with 200% exposure to NVIDIA. These include T-REX 2X Long NVIDIA Daily Target ETF NVDX and the GraniteShares 2x Long NVDA Daily ETF NVDA WeeklyPay ETF NVW seeks to provide weekly distributions and calendar week returns, equal to 1.2 times (120%) the calendar week total return of NVIDIA shares. 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 NVIDIA Corporation (NVDA) : Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports Columbia Select Technology ETF (SEMI): ETF Research Reports Strive U.S. Semiconductor ETF (SHOC): ETF Research Reports VanEck Fabless Semiconductor ETF (SMHX): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
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14-05-2025
- Business
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NVIDIA Reclaims $3 Trillion: ETFs to Bet On
Amid the latest rally brought in by trade talks optimism, NVIDIA NVDA reclaimed $3 trillion in its market cap by surging 50% from its April low. A strategic partnership with a state-backed Saudi Arabian AI company also drove the stock higher. Investors seeking to capitalize on the growth story could consider investing in ETFs with the largest allocation to the AI chipmaker. These include Strive U.S. Semiconductor ETF SHOC, VanEck Vectors Semiconductor ETF SMH, VanEck Fabless Semiconductor ETF SMHX, YieldMax Target 12 Semiconductor Option Income ETF SOXY and Columbia Semiconductor and Technology ETF SEMI. The United States and China have agreed to substantially roll back tariffs on each other's goods for an initial 90-day period. Under the agreement, the United States will reduce tariffs on Chinese goods from 145% to 30%, while China will lower its tariffs on American imports from 125% to 10%. This development alleviated investor concerns about escalating trade tensions and their potential impact on technology companies like NVIDIA (read: Tap Mag-7 ETFs on Temporary US-China Trade Truce). The two firms revealed plans to build next-generation AI infrastructure in Saudi Arabia. The agreement, unveiled as President Trump began a four-day tour of the Middle East, involves NVIDIA supplying several hundred thousand advanced GPUs over the next five years to an AI subsidiary of Saudi Arabia's sovereign wealth fund. The partnership will begin with the deployment of a supercomputer powered by 18,000 NVIDIA GB300 chips. In a major policy shift, reports indicate that the Trump administration is considering lifting export restrictions on AI chips to the UAE — a move that could authorize shipments of over one million NVIDIA units. The development will significantly broaden the AI chipmaker's market reach and help reduce exposure to regions impacted by U.S.-China tensions, positioning the company for sustained international growth (read: AI ETFs Set to Gain on Robust Meta, Microsoft Earnings). Although NVIDIA is down nearly 3% in 2025, its recent gains point to a potential turnaround. The stock is currently trading at a P/E ratio of 8.67, in line with the Semiconductor - General industry. Analysts remain optimistic about the chipmaker's growth prospects, citing strong demand for AI chips and strategic international partnerships. Further, the stock is currently trading at a PEG ratio of 1.16, much lower than the industry average of 2.21. The lower the PEG ratio, the better the value, as investors would pay less for each unit of earnings. Strive U.S. Semiconductor ETF (SHOC)Strive U.S. Semiconductor ETF seeks broad market exposure to the U.S. semiconductor sector. It follows the Bloomberg US Listed Semiconductors Select Total Return Index and holds 32 stocks in its basket, with NVIDIA accounting for the top firm at 21.9%. Strive U.S. Semiconductor ETF has an AUM of $73.9 million and charges 40 bps in annual fees. It trades in a volume of 12,000 shares per day on average and sports a Zacks ETF Rank #1 (Strong Buy).VanEck Vectors Semiconductor ETF (SMH)VanEck Vectors Semiconductor ETF offers exposure to companies involved in semiconductor production and equipment. It follows the MVIS US Listed Semiconductor 25 Index, which tracks the most liquid companies in the industry based on market capitalization and trading volume. VanEck Vectors Semiconductor ETF holds 26 stocks in its basket, with NVIDIA occupying the top position at 19.7%. It has managed assets worth $19.8 billion and charges 35 bps in annual fees and expenses. SMH trades in an average daily volume of 7.5 million shares and flaunts a Zacks ETF Rank # Fabless Semiconductor ETF (SMHX)VanEck Fabless Semiconductor ETF offers exposure to companies involved in semiconductor production and is classified as a fabless. It follows the MarketVector US Listed Fabless Semiconductor Index and holds 23 stocks in its basket. NVIDIA takes the top spot at 19.7% share. VanEck Fabless Semiconductor ETF has accumulated $40.2 million in its asset base. It charges 35 bps in annual fees and trades in a volume of 38,000 shares. SMHX has a Zacks ETF Rank #1 (read: 5 Top-Ranked ETFs That Have Outperformed S&P 500 Since April Low).YieldMax Target 12 Semiconductor Option Income ETF (SOXY) YieldMax Target 12 Semiconductor Option Income ETF is an actively managed ETF that seeks a target annual income level of 12% and capital appreciation via direct investments in a select portfolio of semiconductor companies. NVIDIA occupies the top position in the portfolio with an 18.8% share. YieldMax Target 12 Semiconductor Option Income ETF debuted in last December and has gathered $5.5 million in its asset base. It charges 99 bps in annual fees and trades in an average daily volume of 3,000 Semiconductor and Technology ETF (SEMI) Columbia Semiconductor and Technology ETF is an actively managed ETF that focuses on semiconductor and semiconductor-related businesses that may be poised to benefit from technology innovation and disruption. It holds 35 stocks in its basket, with NVIDIA occupying the top position at 16.6%. Columbia Semiconductor and Technology ETF has amassed $34.6 million in its asset base and trades in an average daily volume of 6,000 shares. It charges 75 bps in fees per year. Risk-aggressive investors could bet on single-stock ETFs with 200% exposure to NVIDIA. These include the T-REX 2X Long NVIDIA Daily Target ETF NVDX and the GraniteShares 2x Long NVDA Daily ETF NVDA WeeklyPay ETF NVW seeks to provide weekly distributions and calendar week returns, equal to 1.2 times (120%) the calendar week total return of NVIDIA shares. 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 NVIDIA Corporation (NVDA) : Free Stock Analysis Report VanEck Semiconductor ETF (SMH): ETF Research Reports Columbia Select Technology ETF (SEMI): ETF Research Reports Strive U.S. Semiconductor ETF (SHOC): ETF Research Reports VanEck Fabless Semiconductor ETF (SMHX): ETF Research Reports This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
16-04-2025
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Pre-Markets Open in The Red
Pre-market futures are still in the red at this hour, but threaten to break out into positive territory compared with where we were overnight. We're also bifurcated presently: -40 points, roughly, on both the Dow and S&P 500, but -260 points on he tech-heavy Nasdaq. A report that NVIDIA NVDA will take a $5.5 charge on its H20 AI chips that were believed to be headed to China. The ongoing trade war between the U.S. and China has snuffed this out — news reports refer to this as being 'curbed' — and sent NVIDIA shares down -6% in pre-market trading. AMD AMD is doing even worse, Broadcom AVGO a bit better — but still all down. We remain at the mercy of trade tariff policy for the foreseeable future, and this goes for plenty of economic reports for last month, as well. To wit, U.S. Retail Sales for March reached +1.4% on headline, 20 basis points (bps) ahead of expectations. Ex-autos, +0.5% is a strong showing, even if it is still -20 bps below the big upward revision to February's number. Ex-autos and gas swung up to +0.8% last month, equalling the upward revision for the previous month (which itself was ratcheted up 30 bps) and the strongest month since September 2024's +1.2%. The Control number, which feeds other economic data like PCE (which comes out at the end of this month), was a bit weaker, relatively: +0.4%, from the upwardly revised +1.3% for February. At a glance, these figures all seem to be U.S. companies getting ahead of the tariffs, which began two weeks ago today, April 2nd. Remain unconvinced? Check auto parts deliveries last month, which rose +5.3%. This resembles more a year-over-year number than a month-over-month one. Perhaps we'll need to compare these figures to the coming months, but it stands to reason we see a 'pull-forward' in this data. Q1 earnings season continues to heat up. Major insurance provider and Dow component The Travelers TRV posted a strong beat in its Q1 earnings ahead of the opening bell: $1.91 per share was nearly +200% stronger than the 64 cents in the Zacks consensus. Revenues of $11.87 billion, however, came in -2.17% from estimates. Shares are up +2.5% on the news, adding to the stock's +3.6% year to date. Abbott Laboratories ABT beat on its Q1 earnings by 2 cents to $1.09 per share, while missing slightly on its top line: $10.36 billion versus $10.42 billion expected. Better performance in its Pharma and Nutrition space were offset somewhat by lower numbers from its Diagnostics segment. Shares are down marginally, but still up more than +10% year to date. U.S. Bank USB keeps the train of big banks reporting earnings this week, notching slight beats on both top and bottom lines: earnings of $1.03 per share on $6.96 billion in revenues outpaced expectations by +4% and +0.6%, respectively. Shares are up +1.4% in today's pre-market, but still have a long climb back from -17% year to date. Swedish auto parts provider Autoliv ALV posted strong beats for both earnings and revenues in its Q1 report this morning, beating on earnings per share by +25% and +4.25% on quarterly sales. Again, we sense some 'beat the tariffs' trading going on with these figures, but shares are up +8% ahead of the regular session, making up a good chunk of its -12% level year to date. 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 Abbott Laboratories (ABT) : Free Stock Analysis Report Advanced Micro Devices, Inc. (AMD) : Free Stock Analysis Report Autoliv, Inc. (ALV) : Free Stock Analysis Report U.S. Bancorp (USB) : Free Stock Analysis Report The Travelers Companies, Inc. (TRV) : Free Stock Analysis Report NVIDIA Corporation (NVDA) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
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21-03-2025
- Business
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4 Tech Stocks Positioned for Strong Growth in the Rest of 2025
Stocks in the Technology sector, including Broadcom AVGO, Zoom Communications ZM, NVIDIA NVDA and Fortinet FTNT, are poised for transformative growth in 2025, driven by artificial intelligence (AI), quantum computing, and a strong focus on sustainability and AI, which enables machines to autonomously complete complex tasks, is one of the most significant developments, reducing the need for human intervention. Alongside this, generative AI will continue to transform industries such as healthcare and content creation by enabling personalized automation and more intelligent will also see a major shift, with AI-powered threat detection playing a crucial role in combating increasingly sophisticated cyberattacks. Industry-specific AI models, which are specialized artificial intelligence systems designed to address the unique needs of sectors like finance, healthcare, and manufacturing, will further accelerate AI adoption by providing tailored computing, which merges digital and physical environments through Augmented Reality and Virtual Reality, is set to redefine human-computer interaction, particularly in gaming, training, and entertainment. Robots capable of performing adaptive tasks and collaborating with humans will lead the charge in automation. Meanwhile, Quantum computing, which leverages quantum mechanics to perform complex calculations at unprecedented speeds, is still in its early stages but is expected to advance toward real-world applications, transforming various these advances, the rapid adoption of cloud computing, which provides Internet-based computing services, along with 5G technology, autonomous vehicles, and wearables, will continue to drive progress. Edge computing will also gain momentum as it processes data closer to its source, reducing latency and enhancing real-time the rising demand for processors used in enterprise laptops and data center servers, as well as the increasing adoption of consumer electronics, industrial tools and equipment, and networking and communication products, have been contributing significantly to global semiconductor sales. According to the Semiconductor Industry Association, global semiconductor sales reached $56.5 billion in January 2025, marking a 17.9% increase from $47.9 billion in January 2024. Broadcom continues to make significant strides in advancing technology and securing its position as a leader in the semiconductor recently introduced its end-to-end PCIe Gen 6portfolio, extending its multi-generational leadership by offering an Interop Development Platform for simplified system design and interoperability, alongside successful collaborations with Micron and Teledyne LeCroy to ensure compliance and enable high-performance AI infrastructure Zacks Rank #1 (Strong Buy) company also launched Emulex Secure Fibre Channel Emulex Secure Fibre Channel Host Bus Adapters, the industry's first quantum-resistant encryption solution, securing data transmission while enabling real-time ransomware detection. You can see the complete list of today's Zacks #1 Rank stocks Zacks Consensus Estimate for 2025 earnings has increased to 3.96% in the past 30 days to $6.56 per share, highlighting growing investor confidence in its technological advancements and market position. Broadcom Inc. price-consensus-chart | Broadcom Inc. Quote Zoom Communications is transitioning from a pandemic-era video conferencing tool to an AI-first work platform poised for sustainable growth. In March 2025, Zoom launched a suite of agentic AI features, with its AI Companion evolving into a fully autonomous tool capable of reasoning, retaining memory, and executing multi-step tasks. This addresses productivity challenges for knowledge workers, setting Zoom apart in the competitive collaboration expanding its capabilities, this Zacks Rank #2 (Buy) company and Mitel have launched a hybrid cloud solution integrating Zoom Workplace and AI Companion with Mitel's telephony platforms to enhance enterprise communications. The Zacks Consensus Estimate for fiscal 2026 earnings is pegged at $5.37 per share, which has increased 1.51% in the past 30 days. Zoom Communications, Inc. price-consensus-chart | Zoom Communications, Inc. Quote NVIDIA's Hopper and Blackwell GPUs are gaining traction among high performance computing, automotive, workstation manufacturing and other technology companies that develop AI based products. It is also solidifying its leadership in AI and enterprise solutions through key partnerships. This Zacks Rank #2 company has expanded its collaboration with Alphabet to advance AI, with a focus on robotics, drug discovery, and energy initiatives include integrating NVIDIA's hardware with Google Cloud's AI infrastructure and optimizing generative AI models, such as Google DeepMind's Gemma, for better transparency and performance while also developing new tools for intelligent robotics and energy grid company's consensus mark for fiscal 2026 earnings is currently pegged at $4.39 per share, which has increased 4.28% over the past 30 days. NVIDIA Corporation price-consensus-chart | NVIDIA Corporation Quote Fortinet is benefiting from its position in the cybersecurity market with its latest advancements in endpoint detection and response Zacks Rank #2 company has recently upgraded its OT Security Platform with enhanced threat detection, durable segmentation, 5G connectivity, and AI-driven SecOps, all integrated into FortiOS for comprehensive OT security and has also announced FortiAnalyzer, a powerful, streamlined entry point aimed to scale an organization's security operations center into a Turnkey AI-driven SecOps Platform for Resource-Constrained Security Zacks consensus estimate for 2025 earnings has increased by a couple of pennies to $2.45 per share over the past 30 days, reflecting positive market sentiment. Fortinet, Inc. price-consensus-chart | Fortinet, Inc. Quote 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 NVIDIA Corporation (NVDA) : Free Stock Analysis Report Broadcom Inc. (AVGO) : Free Stock Analysis Report Fortinet, Inc. (FTNT) : Free Stock Analysis Report Zoom Communications, Inc. (ZM) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
