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The Zacks Analyst Blog Highlights: Alibaba, Mastercard, NVIDIA, Lockheed Martin and Tesla

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For Immediate Release

Chicago, IL – January 15, 2020 – 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: Alibaba Group (BABA - Free Report) , Mastercard (MA - Free Report) , NVIDIA (NVDA - Free Report) , Lockheed Martin (LMT - Free Report) and Tesla (TSLA - Free Report) .

Here are highlights from Tuesday’s Analyst Blog:

Top Analyst Reports for Alibaba, Mastercard, NVIDIA and Others

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including Alibaba Group, Mastercard, NVIDIA and others. These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Alibaba’s shares have outperformed the Zacks Internet Commerce industry over the past year (+52.7% vs. +22.6%) and the Zacks analyst believes this performance momentum to continue given steady improvement in core commerce along with strong growth in metrics.

Further, Alibaba’s strengthening cloud business with its expanding customer base continues to drive its performance. Its New Retail strategy is also gaining significant momentum in the market. This is aiding growth in its Tmall Import, Hema fresh food grocery business and Intime Department Stores.

Additionally, the consolidation of Ele.me and Cainiao Network is acting as a tailwind. However, the company’s increasing investments, uncertain economy and macro headwinds in China are major concerns. Also, rising competition poses a risk.

Shares of Mastercard have gained +13.1% in the past three months against the Zacks Financial Transaction Services industry's rise of +10%. The Zacks analyst believes that the company's revenues have been gaining from higher switched transactions, increase in cross-border volume and gross dollar volume.

Numerous acquisitions made over the years have fueled its inorganic growth. The company is benefiting from shifts in payments, from physical to digital. Investment in technology has also kept the company at the forefront of the rapidly changing payments industry. Its solid capital position enables investment in business.

However, escalating costs might put pressure on margins. In order to gain customers and new business, Mastercard has been incurring high levels of costs under rebates and incentives, which remain a concern.

NVIDIA's shares have gained +50.6% over the past six months against the Zacks General Semiconductor industry's rise of +25.3%. The Zacks analyst believes that NVIDIA is benefiting from strong growth in GeForce desktop and notebook GPUs, which is boosting gaming revenues.

Solid momentum of its real-time ray tracing technology is also a positive. Increase in Hyperscale demand is a tailwind for Data Center business as well. Growing adoption in the inference market is an upside too. Further, the solid uptake of AI-based smart cockpit infotainment solutions is a boon.

Additionally, strength across mobile workstation products is aiding Professional Visualization revenues. However, in the near-term management expects strong sequential growth in Data Center to be offset by a seasonal decline in GeForce notebook GPUs and SoC modules for gaming platforms. Moreover, the U-China trade war remains a key concern.

Other noteworthy reports we are featuring today include Lockheed Martin and Tesla.

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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 http://www.zacks.com/performance for information about the performance numbers displayed in this press release.

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