Technology Stocks Poised for Leadership Again
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy NVDA?
Source: CNBC
- Strong Earnings Growth: Adam Parker of Trivariate Research highlights a mismatch between earnings growth and stock performance in technology, suggesting a potential breakout from this year's gloom, with the entire sector expected to achieve 43.1% earnings growth in 2026.
- Market Performance Recovery: Despite lagging behind other sectors, the S&P 500 tech sector has risen 4.2% in 2026, making it the eighth-best performer year-to-date, indicating a potential rebound opportunity for technology stocks.
- Significant Individual Contributions: Micron and Nvidia are responsible for 44.9% of the year-over-year growth of the entire S&P 500 in Q1, underscoring the critical role these tech giants play in driving industry recovery.
- Optimistic Future Outlook: Parker believes that even if the tech sector performs flat this year, a projected 25% EPS growth in 2027 makes outperformance increasingly likely, although he remains cautious about software stocks due to obsolescence risks.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 199.880
Low
200.00
Averages
264.97
High
352.00
Current: 199.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Rising Cybersecurity Demand: Palo Alto Networks (PANW), a leader in cybersecurity, is in the spotlight as data breaches are projected to increase by 40% in 2026, supported by a gross margin of 73.5% and extensive market reach.
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