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Earnings Growth

All articles tagged with #earnings growth

Nvidia Eyes a Route to $300 on AI-Chip Momentum
business9 days ago

Nvidia Eyes a Route to $300 on AI-Chip Momentum

NVDA has been flat over six months but remains positioned for upside thanks to rising AI-chip demand, a growing backlog, and targeted gross margins in the mid-70s% for fiscal 2027. Analysts expect roughly 65% EPS growth in FY2027 and about 28% in FY2028, aided by next-gen Vera Rubin chips; if the stock maintains around a 30x earnings multiple, a move toward $300 is possible. The shares, around $183, come ahead of the Feb. 25, 2026 earnings release.

via The Motley Fool|
#ai-chips#business#earnings-growth
Weak Dollar, Strong Earnings: Global Exposure Lifts U.S. Firms
markets11 days ago

Weak Dollar, Strong Earnings: Global Exposure Lifts U.S. Firms

With the dollar down ~9% in the last year, exporters benefit and U.S. firms with significant international revenue posted stronger Q4 2025 earnings and revenue growth (18% and 12%) than domestically focused peers (10% and 7.7%), helping the broader S&P 500 rise (13% earnings, 8.8% revenue). The article also flags upcoming bullish and bearish earnings screens and highlights Quanta Services as a bullish example and Booking Holdings as a bearish one ahead of next week’s reports.

via Money & Markets|
#dollar-weakening#earnings-growth#international-exposure
Broad Rally Pushes Stocks Beyond Tech, Signaling Durable Upswing
markets1 month ago

Broad Rally Pushes Stocks Beyond Tech, Signaling Durable Upswing

Stocks are rallying broadly in 2026, with small- and international-cap funds near records even as the big indexes lag leadership; earnings growth is expected to rise about 10% for the equal-weighted S&P 500 and around 15% for the S&P Small Cap 600, a gap likely to narrow as investors rotate into a wider mix (including transportation and energy names) beyond the AI hyperscalers.

via Barron's|
#broadening-rally#earnings-growth#magnificent-seven
"Investors Anticipate Fed Rate Cuts to Ignite Bull Market Shift"
finance1 year ago

"Investors Anticipate Fed Rate Cuts to Ignite Bull Market Shift"

Recent market activity suggests a potential broadening of the bull market as investors anticipate interest rate cuts from the Federal Reserve. Better-than-expected inflation data has led to a rotation from tech stocks to interest rate-sensitive sectors like Real Estate and Financials. The small-cap Russell 2000 index and the equal-weight S&P 500 have outperformed, indicating a wider range of stocks contributing to the rally. However, experts caution that sustained earnings growth across multiple sectors and confirmed rate cuts are needed to solidify this trend.

via Yahoo Finance|
#bull-market#earnings-growth#federal-reserve
Microsoft's Path to $10 Trillion: AI and Market Optimism Propel Growth
businesstechnology1 year ago

Microsoft's Path to $10 Trillion: AI and Market Optimism Propel Growth

Microsoft has introduced AI-powered Copilot+ PCs, enhancing its strong investment thesis and positioning it as a potential $10 trillion company by 2035. The tech giant's integration of AI across its products and services, including its cloud business and GitHub Copilot, is driving rapid growth. With substantial cash reserves and a proven track record, Microsoft is well-equipped to endure market downturns and continue rewarding shareholders, making it a compelling investment opportunity.

via Yahoo Finance|
#ai#businesstechnology#copilot-pc
Taiwan Semiconductor's Q1 Performance Signals Return to Growth
technology1 year ago

Taiwan Semiconductor's Q1 Performance Signals Return to Growth

Taiwan Semiconductor Manufacturing (TSM) beat expectations for the first quarter with earnings of $1.38 per U.S. share on sales of $18.87 billion, marking a return to sales and earnings growth after four consecutive quarters of declines. The company's stock fell in early trading despite the positive results. TSMC's customers include Apple, AMD, Nvidia, and Qualcomm, and it expects strong demand for its 3-nanometer and 5-nanometer technologies in the coming quarters.

via Investor's Business Daily|
#3-nanometer-technology#chipmaker#earnings-growth
"Nvidia Stock: Is Now the Time to Buy the Dip?"
finance1 year ago

"Nvidia Stock: Is Now the Time to Buy the Dip?"

Nvidia's stock has pulled back by nearly 11% after a 200% surge over the past year, prompting debate on whether it's a good time to buy. Bullish investors highlight the company's impressive revenue and earnings growth, driven by its data center business, while the bear case emphasizes unpredictable long-term earnings growth, intense competition in the AI chip space, and customer concentration risks. With the stock's premium valuation and potential for demand weakness, some investors may opt to wait for a more attractive purchase price in the future.

via The Motley Fool|
#chipmaker#earnings-growth#finance