We use cookies to understand how you use our site and to improve your experience.
This includes personalizing content and advertising.
By pressing "Accept All" or closing out of this banner, you consent to the use of all cookies and similar technologies and the sharing of information they collect with third parties.
You can reject marketing cookies by pressing "Deny Optional," but we still use essential, performance, and functional cookies.
In addition, whether you "Accept All," Deny Optional," click the X or otherwise continue to use the site, you accept our Privacy Policy and Terms of Service, revised from time to time.
You are being directed to ZacksTrade, a division of LBMZ Securities and licensed broker-dealer. ZacksTrade and Zacks.com are separate companies. The web link between the two companies is not a solicitation or offer to invest in a particular security or type of security. ZacksTrade does not endorse or adopt any particular investment strategy, any analyst opinion/rating/report or any approach to evaluating individual securities.
If you wish to go to ZacksTrade, click OK. If you do not, click Cancel.
The Zacks Analyst Blog Intel and Advanced Micro Devices
Read MoreHide Full Article
For Immediate Releases
Chicago, IL – January 30, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Intel Corp. (INTC - Free Report) and Advanced Micro Devices, Inc. (AMD - Free Report) .
Here are highlights from Friday’s Analyst Blog:
NVIDIA at 41x Forward Earnings: Buy, Hold, or Cash Out?
NVIDIA Faces Global Risks, But the Market Remains Confident
NVIDIA is currently trading at a forward price-to-earnings (P/E) ratio of 41.07, well above the Semiconductor - General industry’s average of 28.99. This stretched valuation makes the NVDA stock volatile if growth expectations are not met.
A potential U.S.-China trade war could hurt NVIDIA’s chip sales, a concern compounded by stiff competition from Intel Corp. and Advanced Micro Devices, Inc., especially as data center capital spending accelerates.
Despite these concerns, the market appears unfazed, as indicated by NVIDIA’s elevated P/E ratio, which implies confidence in the company’s future growth and positions it as comparatively less risky within the volatile cyclical chip industry.
The Case for NVIDIA: Growth Drivers That Can’t Be Ignored
Let’s acknowledge that the U.S.-China trade complications are currently easing. China has authorized the purchase of NVIDIA’s H200 AI chips for several of NVIDIA’s Chinese customers for the first time. Some of the major tech players, including ByteDance and Alibaba Group Holding Limited (BABA), have received initial approvals worth around $10 billion. With the Trump administration already authorizing the shipment of H200 chips to China, NVIDIA’s sales are expected to receive a significant boost.
NVIDIA also expects data center capital spending globally to reach between $3 trillion and $4 trillion annually by 2030, presenting significant opportunities for the company to sell its computing hardware and drive sales. Additionally, the strong demand for NVIDIA’s next-generation Blackwell chips and cloud graphics processing units (GPUs) is likely to further drive the company’s future revenues.
NVIDIA expects fiscal fourth quarter 2026 revenues to reach nearly $65 billion, with a plus or minus 2%, according to investor.nvidia.com. For the fiscal third quarter of 2026, NVIDIA has already reported revenues of $57 billion, up 62% year over year and 22% quarter over quarter.
NVIDIA Stock to Buy Hand Over Fist
NVIDIA’s strong growth outlook, driven by easing U.S.-China trade tensions, increasing data center spending, and booming demand for its chips, justifies its high valuation, keeping it an attractive investment.
Moreover, NVIDIA’s lofty valuation is backed by strong fundamentals and not speculation, suggesting that the stock is not in a bubble. NVIDIA has a net profit margin of 53%, more than the industry's 49.34%, clearly indicating significant growth.
NVIDIA, thus, currently has a Zacks Rank #1 (Strong Buy), and its $4.66 Zacks Consensus Estimate for earnings per share implies growth of 10.7% year over year. You can see the complete list of today’s Zacks #1 Rank stocks here.
Free: Instant Access to Zacks' Market-Crushing Strategies
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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Past 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.
See More Zacks Research for These Tickers
Normally $25 each - click below to receive one report FREE:
Image: Bigstock
The Zacks Analyst Blog Intel and Advanced Micro Devices
For Immediate Releases
Chicago, IL – January 30, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include Intel Corp. (INTC - Free Report) and Advanced Micro Devices, Inc. (AMD - Free Report) .
Here are highlights from Friday’s Analyst Blog:
NVIDIA at 41x Forward Earnings: Buy, Hold, or Cash Out?
NVIDIA Faces Global Risks, But the Market Remains Confident
NVIDIA is currently trading at a forward price-to-earnings (P/E) ratio of 41.07, well above the Semiconductor - General industry’s average of 28.99. This stretched valuation makes the NVDA stock volatile if growth expectations are not met.
A potential U.S.-China trade war could hurt NVIDIA’s chip sales, a concern compounded by stiff competition from Intel Corp. and Advanced Micro Devices, Inc., especially as data center capital spending accelerates.
Despite these concerns, the market appears unfazed, as indicated by NVIDIA’s elevated P/E ratio, which implies confidence in the company’s future growth and positions it as comparatively less risky within the volatile cyclical chip industry.
The Case for NVIDIA: Growth Drivers That Can’t Be Ignored
Let’s acknowledge that the U.S.-China trade complications are currently easing. China has authorized the purchase of NVIDIA’s H200 AI chips for several of NVIDIA’s Chinese customers for the first time. Some of the major tech players, including ByteDance and Alibaba Group Holding Limited (BABA), have received initial approvals worth around $10 billion. With the Trump administration already authorizing the shipment of H200 chips to China, NVIDIA’s sales are expected to receive a significant boost.
NVIDIA also expects data center capital spending globally to reach between $3 trillion and $4 trillion annually by 2030, presenting significant opportunities for the company to sell its computing hardware and drive sales. Additionally, the strong demand for NVIDIA’s next-generation Blackwell chips and cloud graphics processing units (GPUs) is likely to further drive the company’s future revenues.
NVIDIA expects fiscal fourth quarter 2026 revenues to reach nearly $65 billion, with a plus or minus 2%, according to investor.nvidia.com. For the fiscal third quarter of 2026, NVIDIA has already reported revenues of $57 billion, up 62% year over year and 22% quarter over quarter.
NVIDIA Stock to Buy Hand Over Fist
NVIDIA’s strong growth outlook, driven by easing U.S.-China trade tensions, increasing data center spending, and booming demand for its chips, justifies its high valuation, keeping it an attractive investment.
Moreover, NVIDIA’s lofty valuation is backed by strong fundamentals and not speculation, suggesting that the stock is not in a bubble. NVIDIA has a net profit margin of 53%, more than the industry's 49.34%, clearly indicating significant growth.
NVIDIA, thus, currently has a Zacks Rank #1 (Strong Buy), and its $4.66 Zacks Consensus Estimate for earnings per share implies growth of 10.7% year over year. You can see the complete list of today’s Zacks #1 Rank stocks here.
Free: Instant Access to Zacks' Market-Crushing Strategies
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 tap into those powerful strategies – and the high-potential stocks they uncover – free. No strings attached.
Get all the details here >>
Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>
Media Contact
Zacks Investment Research
800-767-3771 ext. 9339
support@zacks.com
https://www.zacks.com
Past 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.