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It’s no secret that stocks have been volatile over recent weeks, mostly fueled by geopolitical concerns. Tech stocks have been hit pretty hard, with investors likely cashing in some gains on the back of uncertainty following big runs over recent years.
But weakness generally presents nice opportunities for investors, especially among stocks enjoying positive earnings estimate revisions like NVIDIA and Apple. Both stocks have gotten off to a slow start so far in 2026, but revisions remain bullish on each.
NVIDIA Momentum Stalls
We’ve all become highly familiar with NVIDIA’s story over recent years, overall reflecting the poster-child for the AI trade thanks to its chips that are powering a huge part of the infrastructure buildout. It again posted robust growth in its latest release, with adjusted EPS of $1.62 growing 82% year-over-year alongside record sales of $68.1 billion that grew 73% from the year-ago period.
NVIDIA’s sales growth has been historic over recent years.
As expected, Data Center results throughout the period showed that everybody still wants their hands on the magical chips. Data Center sales of $62.3 billion again reflected a record, up 75% year-over-year and 22% sequentially.
Importantly, EPS revisions for its current and next fiscal year continue to show bullishness, a key factor concerning its share performance. While shares have undoubtedly slowed down relative to what we’ve seen over recent years, the reality remains that the company’s outlook remains robust. The stock remains a Zacks Rank #2 (Buy).
Further, the company is largely unmatched as the backbone of the AI infrastructure buildout. Companies are still looking to spend heavily on chips, underpinned by ever-rising CapEx forecasts we keep seeing from those building out their data centers.
Shares are still cheap on a relative basis, with the current 0.5X PEG ratio reflective of both value and growth. Its cash-generating abilities have also been amplified amid the favorable environment.
Apple Remains Rock-Solid
Apple also continued to fire on all cylinders in its latest release, with the company posting records across revenue, adjusted EPS, iPhone sales, and Services revenue. Sales of $143.8 billion grew 16% year-over-year, whereas adjusted EPS of $2.84 was up 19% from the year-ago period.
The 16% YoY sales growth rate reported is quite notable, reflecting the strongest top line performance we’ve seen from the tech giant in years.
With Apple, the focus largely remains on iPhone performance, though Services has quickly become another key part of its business and growth outlook as well. Regarding iPhone results in the latest reported period, it posted all-time records across all geographic segments, with sales totaling $85.3 billion.
Apple’s cash-generating abilities have always been a critical part of investor sentiment surrounding the stock, long recognized as a cash flow ‘king’. The strong cash-generating abilities have allowed shares to trade at a premium, with its dividend-paying abilities pleasing investors looking to obtain top-tier tech exposure paired with paydays.
EPS revisions for its current and next fiscal year have turned around entirely since last April, overall reflecting a bullish picture from a share performance standpoint. While it’s undeniable that the company isn’t the high-growth flyer that it used to be, concrete fundamentals and rock-solid demand from consumers for its devices and services keep Apple a top-tier investment option.
Putting Everything Together
Both NVIDIA and Apple have gotten off to sluggish starts in 2026, but the reality remains that both companies remain top-tier picks, underpinned by robust cash-generating abilities, favorable EPS revisions, and rock-solid demand outlooks.
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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.
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Zacks Investment Ideas feature highlights NVIDIA and Apple
For Immediate Release
Chicago, IL – April 1, 2026 – Today, Zacks Investment Ideas feature highlights NVIDIA (NVDA - Free Report) and Apple (AAPL - Free Report) .
Slow 2026 Starts Present Opportunities: AAPL, NVDA
It’s no secret that stocks have been volatile over recent weeks, mostly fueled by geopolitical concerns. Tech stocks have been hit pretty hard, with investors likely cashing in some gains on the back of uncertainty following big runs over recent years.
But weakness generally presents nice opportunities for investors, especially among stocks enjoying positive earnings estimate revisions like NVIDIA and Apple. Both stocks have gotten off to a slow start so far in 2026, but revisions remain bullish on each.
NVIDIA Momentum Stalls
We’ve all become highly familiar with NVIDIA’s story over recent years, overall reflecting the poster-child for the AI trade thanks to its chips that are powering a huge part of the infrastructure buildout. It again posted robust growth in its latest release, with adjusted EPS of $1.62 growing 82% year-over-year alongside record sales of $68.1 billion that grew 73% from the year-ago period.
NVIDIA’s sales growth has been historic over recent years.
As expected, Data Center results throughout the period showed that everybody still wants their hands on the magical chips. Data Center sales of $62.3 billion again reflected a record, up 75% year-over-year and 22% sequentially.
Importantly, EPS revisions for its current and next fiscal year continue to show bullishness, a key factor concerning its share performance. While shares have undoubtedly slowed down relative to what we’ve seen over recent years, the reality remains that the company’s outlook remains robust. The stock remains a Zacks Rank #2 (Buy).
Further, the company is largely unmatched as the backbone of the AI infrastructure buildout. Companies are still looking to spend heavily on chips, underpinned by ever-rising CapEx forecasts we keep seeing from those building out their data centers.
Shares are still cheap on a relative basis, with the current 0.5X PEG ratio reflective of both value and growth. Its cash-generating abilities have also been amplified amid the favorable environment.
Apple Remains Rock-Solid
Apple also continued to fire on all cylinders in its latest release, with the company posting records across revenue, adjusted EPS, iPhone sales, and Services revenue. Sales of $143.8 billion grew 16% year-over-year, whereas adjusted EPS of $2.84 was up 19% from the year-ago period.
The 16% YoY sales growth rate reported is quite notable, reflecting the strongest top line performance we’ve seen from the tech giant in years.
With Apple, the focus largely remains on iPhone performance, though Services has quickly become another key part of its business and growth outlook as well. Regarding iPhone results in the latest reported period, it posted all-time records across all geographic segments, with sales totaling $85.3 billion.
Apple’s cash-generating abilities have always been a critical part of investor sentiment surrounding the stock, long recognized as a cash flow ‘king’. The strong cash-generating abilities have allowed shares to trade at a premium, with its dividend-paying abilities pleasing investors looking to obtain top-tier tech exposure paired with paydays.
EPS revisions for its current and next fiscal year have turned around entirely since last April, overall reflecting a bullish picture from a share performance standpoint. While it’s undeniable that the company isn’t the high-growth flyer that it used to be, concrete fundamentals and rock-solid demand from consumers for its devices and services keep Apple a top-tier investment option.
Putting Everything Together
Both NVIDIA and Apple have gotten off to sluggish starts in 2026, but the reality remains that both companies remain top-tier picks, underpinned by robust cash-generating abilities, favorable EPS revisions, and rock-solid demand outlooks.
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 >>
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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.