Three Blue Chip Stocks That Have Increased by 380% or More in the Last Five Years
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Oct 02 2025
0mins
Source: NASDAQ.COM
Stock Performance: Nvidia, Oracle, and Eli Lilly have seen significant stock price increases over the past five years, with returns exceeding 380% for investors who bought in 2020, showcasing the potential of blue chip stocks for long-term gains.
Nvidia's Growth: Nvidia has become the most valuable company globally, driven by its leadership in AI chip production, with earnings soaring from under $5 billion to nearly $87 billion in the past year, while maintaining a reasonable forward P/E ratio.
Oracle's Adaptation: Oracle has successfully transitioned to provide cloud infrastructure and AI-related services, with its earnings nearly doubling in three years, and is launching an "Oracle AI Database" to meet evolving customer needs.
Eli Lilly's Innovation: Eli Lilly has transformed its business through the development of GLP-1 drugs for weight loss and diabetes, achieving significant earnings growth and presenting itself as a compelling investment opportunity with a lower forward P/E compared to its peers.
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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: 204.870
Low
200.00
Averages
264.97
High
352.00
Current: 204.870
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.
NVIDIA Reports $81.6B Q1 Revenue, Data Center Networking Up 199%
- Significant Revenue Growth: NVIDIA's Q1 revenue reached $81.6 billion, an 85% year-over-year increase, with Data Center Networking revenue hitting $14.8 billion, up 199%, demonstrating strong customer demand for complete platform ecosystems and further solidifying the company's market leadership.
- Performance Boost from Software: CFO Colette Kress noted that software optimizations have improved Hopper's inference performance by 4x over two years, and Blackwell's performance increased by 1.5x in just the last month, creating switching costs that enhance customer loyalty and retention.
- Clear Platform Lock-In: NVIDIA's total supply commitments now stand at $119 billion, with cloud service commitments expanding to $30 billion, all signed before chips even exist, providing substantial evidence of platform lock-in and showcasing customer reliance on NVIDIA's ecosystem.
- Increased Shareholder Returns: The board raised the dividend from $0.01 to $0.25 per share and authorized an additional $80 billion buyback program, reflecting strong cash flow and profitability while signaling confidence in future growth prospects.
See More
Nvidia's AI Chip Demand Soars Amid Growth
- Strong Financial Performance: Nvidia's fiscal Q1 2027 revenue surged 85% year-over-year to $81.6 billion, exceeding market expectations, particularly driven by a 92% increase in data center revenue, underscoring its dominant position in the AI sector.
- Optimistic Future Outlook: Management anticipates approximately $1 trillion in revenue from current and next-gen chips between 2025 and 2027, doubling from last year, reflecting strong confidence in AI demand, despite projecting zero revenue from the Chinese market.
- Substantial Shareholder Returns: Nvidia achieved a gross margin of nearly 75% last quarter and returned about $20 billion to shareholders while authorizing an additional $80 billion in stock buybacks, demonstrating robust cash flow and commitment to shareholders.
- Market Risks to Watch: Despite strong performance, Nvidia's price-to-earnings ratio of about 31 is slightly above market average, and it faces risks from the Chinese market and potential competition from major customers who are also developing their own chips, necessitating caution from investors.
See More
Investing $135 in Ethereum's Potential
- Ethereum's Moonshot Potential: Since its debut, Ethereum has soared approximately 55,600% in value, and while repeating such performance over the next decade may be unlikely, it still holds significant potential for substantial returns, especially with Wall Street strategist Tom Lee predicting a rise to $62,000, representing a potential 37x gain from current prices.
- Diverse Use Cases: Unlike Bitcoin, which primarily serves as a store of value, Ethereum's innovative smart contracts provide numerous real-world applications in finance, and founder Vitalik Buterin indicates that Ethereum is pivoting towards artificial intelligence, further enhancing its value proposition.
- Investment Opportunities: Although Ethereum currently trades at $1,670, exceeding the $135 budget, the launch of spot Ethereum ETFs in July 2024, such as the iShares Ethereum Trust at approximately $12.50 per share, allows investors to purchase 10 shares with $135, leaving some funds available.
- Historical Returns Insight: Investing $135 in Ethereum in 2015 would have yielded a value of $75,200 today, which, while not making investors as wealthy as Elon Musk, would still provide enough for a future trip aboard a SpaceX rocket.
See More
CPI Hits Three-Year High, Heightening Rate Hike Risks
- CPI Impact: The Consumer Price Index (CPI) for May surged to 4.2% year-over-year, marking a three-year high, which has led to a sharp increase in market expectations for Federal Reserve rate hikes, reflecting heightened inflationary pressures that could undermine investor confidence.
- Rising Rate Expectations: The market is now pricing in a nearly 51% chance of a Fed rate hike in December, a significant increase from virtually zero just months ago, indicating a pressing shift in policy that may exert pressure on risk assets like cryptocurrencies.
- Crypto Market Fear: The Crypto Fear and Greed Index has dropped to 21, indicating extreme fear in the market, particularly as Bitcoin has fallen 20% in the last 30 days, reflecting investor anxiety about future market conditions.
- Differential Coin Responses: Ethereum and Solana may face greater downside exposure due to their decentralized finance ecosystems competing directly with Treasury yields, while Bitcoin, supported by institutional holdings, is expected to be less affected, with its long-term value likely to be recognized by the market eventually.
See More
SpaceX's IPO Debut Shows Strong Performance
- First Day Performance: SpaceX's IPO on Nasdaq closed at $161, a 19% increase from its $135 offer price, indicating strong investor optimism and solidifying its position in the tech sector.
- Retail Investor Enthusiasm: Following the IPO, SpaceX attracted retail investors who purchased $100 billion in shares, although analysts caution that investors may panic if the company fails to deliver expected results in the coming quarters.
- Valuation Controversy: Despite SpaceX's valuation reaching $1.75 trillion, reflecting a nearly 100 times P/E ratio, analysts like Matthew Maley and Morningstar's Nicolas Owens argue that the stock is significantly overvalued, with a fair value estimate of only $63 per share.
- Future Outlook: Despite valuation concerns, analysts remain optimistic about SpaceX's long-term prospects, believing that under the leadership of Gwynne Shotwell and Elon Musk, the company has the potential to overcome challenges and achieve sustainable growth.
See More
ByteDance in Talks to Acquire AI Chips from Iluvatar CoreX and Baidu
- Acquisition Talks: ByteDance is in discussions with Shanghai-based Iluvatar CoreX to purchase AI chips for inference workloads, and if finalized, Iluvatar CoreX would become ByteDance's third major domestic GPU supplier, enhancing its position in the AI hardware market.
- Market Share Shift: Chinese GPU and AI chipmakers captured nearly 41% of the AI accelerator server market last year, significantly eroding Nvidia's dominance in China, indicating a rise in domestic chip manufacturers and a push for self-reliance amid U.S. export controls.
- Shipping Expectations: Iluvatar CoreX is expected to ship at least 50,000 chips to ByteDance this year, primarily for inference workloads, which will support the expansion of ByteDance's AI chatbot Doubao's customer base, reflecting strong demand for domestic AI hardware.
- Commercial Milestone: A deal with ByteDance would represent a significant commercial milestone for Iluvatar CoreX, marking its transition from primarily supplying government procurement projects to major tech companies, with projected revenue reaching 3.04 billion yuan this year, showcasing robust market demand.
See More
NVIDIA Reports $81.6B Q1 Revenue, Data Center Networking Up 199%
- Significant Revenue Growth: NVIDIA's Q1 revenue reached $81.6 billion, an 85% year-over-year increase, with Data Center Networking revenue hitting $14.8 billion, up 199%, demonstrating strong customer demand for complete platform ecosystems and further solidifying the company's market leadership.
- Performance Boost from Software: CFO Colette Kress noted that software optimizations have improved Hopper's inference performance by 4x over two years, and Blackwell's performance increased by 1.5x in just the last month, creating switching costs that enhance customer loyalty and retention.
- Clear Platform Lock-In: NVIDIA's total supply commitments now stand at $119 billion, with cloud service commitments expanding to $30 billion, all signed before chips even exist, providing substantial evidence of platform lock-in and showcasing customer reliance on NVIDIA's ecosystem.
- Increased Shareholder Returns: The board raised the dividend from $0.01 to $0.25 per share and authorized an additional $80 billion buyback program, reflecting strong cash flow and profitability while signaling confidence in future growth prospects.
See More
Nvidia's AI Chip Demand Soars Amid Growth
- Strong Financial Performance: Nvidia's fiscal Q1 2027 revenue surged 85% year-over-year to $81.6 billion, exceeding market expectations, particularly driven by a 92% increase in data center revenue, underscoring its dominant position in the AI sector.
- Optimistic Future Outlook: Management anticipates approximately $1 trillion in revenue from current and next-gen chips between 2025 and 2027, doubling from last year, reflecting strong confidence in AI demand, despite projecting zero revenue from the Chinese market.
- Substantial Shareholder Returns: Nvidia achieved a gross margin of nearly 75% last quarter and returned about $20 billion to shareholders while authorizing an additional $80 billion in stock buybacks, demonstrating robust cash flow and commitment to shareholders.
- Market Risks to Watch: Despite strong performance, Nvidia's price-to-earnings ratio of about 31 is slightly above market average, and it faces risks from the Chinese market and potential competition from major customers who are also developing their own chips, necessitating caution from investors.
See More
Investing $135 in Ethereum's Potential
- Ethereum's Moonshot Potential: Since its debut, Ethereum has soared approximately 55,600% in value, and while repeating such performance over the next decade may be unlikely, it still holds significant potential for substantial returns, especially with Wall Street strategist Tom Lee predicting a rise to $62,000, representing a potential 37x gain from current prices.
- Diverse Use Cases: Unlike Bitcoin, which primarily serves as a store of value, Ethereum's innovative smart contracts provide numerous real-world applications in finance, and founder Vitalik Buterin indicates that Ethereum is pivoting towards artificial intelligence, further enhancing its value proposition.
- Investment Opportunities: Although Ethereum currently trades at $1,670, exceeding the $135 budget, the launch of spot Ethereum ETFs in July 2024, such as the iShares Ethereum Trust at approximately $12.50 per share, allows investors to purchase 10 shares with $135, leaving some funds available.
- Historical Returns Insight: Investing $135 in Ethereum in 2015 would have yielded a value of $75,200 today, which, while not making investors as wealthy as Elon Musk, would still provide enough for a future trip aboard a SpaceX rocket.
See More
CPI Hits Three-Year High, Heightening Rate Hike Risks
- CPI Impact: The Consumer Price Index (CPI) for May surged to 4.2% year-over-year, marking a three-year high, which has led to a sharp increase in market expectations for Federal Reserve rate hikes, reflecting heightened inflationary pressures that could undermine investor confidence.
- Rising Rate Expectations: The market is now pricing in a nearly 51% chance of a Fed rate hike in December, a significant increase from virtually zero just months ago, indicating a pressing shift in policy that may exert pressure on risk assets like cryptocurrencies.
- Crypto Market Fear: The Crypto Fear and Greed Index has dropped to 21, indicating extreme fear in the market, particularly as Bitcoin has fallen 20% in the last 30 days, reflecting investor anxiety about future market conditions.
- Differential Coin Responses: Ethereum and Solana may face greater downside exposure due to their decentralized finance ecosystems competing directly with Treasury yields, while Bitcoin, supported by institutional holdings, is expected to be less affected, with its long-term value likely to be recognized by the market eventually.
See More
SpaceX's IPO Debut Shows Strong Performance
- First Day Performance: SpaceX's IPO on Nasdaq closed at $161, a 19% increase from its $135 offer price, indicating strong investor optimism and solidifying its position in the tech sector.
- Retail Investor Enthusiasm: Following the IPO, SpaceX attracted retail investors who purchased $100 billion in shares, although analysts caution that investors may panic if the company fails to deliver expected results in the coming quarters.
- Valuation Controversy: Despite SpaceX's valuation reaching $1.75 trillion, reflecting a nearly 100 times P/E ratio, analysts like Matthew Maley and Morningstar's Nicolas Owens argue that the stock is significantly overvalued, with a fair value estimate of only $63 per share.
- Future Outlook: Despite valuation concerns, analysts remain optimistic about SpaceX's long-term prospects, believing that under the leadership of Gwynne Shotwell and Elon Musk, the company has the potential to overcome challenges and achieve sustainable growth.
See More
ByteDance in Talks to Acquire AI Chips from Iluvatar CoreX and Baidu
- Acquisition Talks: ByteDance is in discussions with Shanghai-based Iluvatar CoreX to purchase AI chips for inference workloads, and if finalized, Iluvatar CoreX would become ByteDance's third major domestic GPU supplier, enhancing its position in the AI hardware market.
- Market Share Shift: Chinese GPU and AI chipmakers captured nearly 41% of the AI accelerator server market last year, significantly eroding Nvidia's dominance in China, indicating a rise in domestic chip manufacturers and a push for self-reliance amid U.S. export controls.
- Shipping Expectations: Iluvatar CoreX is expected to ship at least 50,000 chips to ByteDance this year, primarily for inference workloads, which will support the expansion of ByteDance's AI chatbot Doubao's customer base, reflecting strong demand for domestic AI hardware.
- Commercial Milestone: A deal with ByteDance would represent a significant commercial milestone for Iluvatar CoreX, marking its transition from primarily supplying government procurement projects to major tech companies, with projected revenue reaching 3.04 billion yuan this year, showcasing robust market demand.
See More
