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
Should l Buy NVDA?
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: 198.480
Low
200.00
Averages
264.97
High
352.00
Current: 198.480
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's Growth Potential Remains Strong
- Surge in Capital Expenditures for 2026: The big four AI hyperscalers project a combined capital expenditure of about $650 billion for 2026, which, while not all directed to Nvidia, will significantly boost its performance, indicating a stellar growth year ahead for the company.
- Optimistic Long-Term Growth Outlook: Alphabet's expectation of significantly higher capital expenditures in 2027 compared to 2026 reflects a broader industry trend towards sustained AI investment, with Nvidia projecting global data center capital expenditures to reach $3 trillion to $4 trillion by 2030, reinforcing its long-term investment appeal.
- Reasonable Valuation Levels: Although Nvidia has been labeled as an
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Amazon Reports Strong Sales Growth and AI Investment Outlook
- Significant Sales Growth: Amazon reported a 17% year-over-year increase in sales and a 30% rise in operating income, which not only boosted investor confidence but also drove stock price appreciation, reflecting the company's strong market performance.
- Capital Expenditure Plans: Amazon's planned capital expenditure of $200 billion for 2026 exceeds the annual revenue of many companies, aimed at laying the groundwork for future AI expansion; although initial market reactions were lukewarm, sentiment is improving as the investments begin to pay off.
- AWS Continues to Grow: Amazon Web Services (AWS) experienced a 28% year-over-year growth in the first quarter, highlighting the significant role of AI in driving business growth, particularly through its Bedrock platform, which attracts numerous developers and solidifies its leadership in the global cloud market.
- Supply Chain Potential: As companies like Amazon ramp up investments in land, power, and buildings, related suppliers such as Sandisk and Bloom Energy are also experiencing growth opportunities, indicating that the long-term potential of AI-related investments remains robust.
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Nvidia and ServiceNow Launch Project Arc for Desktop AI Agents
- Project Overview: Nvidia and ServiceNow have launched Project Arc, an enterprise AI agent similar to OpenClaw, designed to enhance user productivity by directly accessing content on users' machines, thus avoiding delays and security risks associated with cloud access.
- Enhanced Security: Project Arc leverages Nvidia's OpenShell sandbox platform to ensure that AI agents operate in a secure environment, preventing them from executing potentially harmful actions that could jeopardize user data, thereby reducing security risks for enterprises using desktop AI agents.
- Monitoring and Control: The project integrates with ServiceNow's AI Control Tower platform, which monitors agent behavior and file access in real-time, ensuring compliance with enterprise operating procedures and enhancing corporate governance over AI agents.
- Market Demand: As more companies test and adopt desktop AI agents, the launch of Project Arc addresses the growing market need for secure and effective AI solutions, helping businesses enhance efficiency while ensuring data security.
See More
SERVICENOW EXPANDS AGENTIC AI GOVERNANCE FROM DESKTOPS TO DATA CENTERS IN PARTNERSHIP WITH NVIDIA
Service Now Expansion: ServiceNow has extended its capabilities to enhance agentic AI governance, focusing on improving data management and analytics.
Integration with NVIDIA: The partnership with NVIDIA aims to leverage advanced AI technologies to optimize data centers and enhance operational efficiency.
See More
Alphabet Nears Overtaking Nvidia as Most Valuable Company
- Market Value Competition: Alphabet's market cap stands at approximately $4.67 trillion, nearing Nvidia's $4.79 trillion, positioning it to reclaim the top spot for the first time in over a decade, reflecting strong market confidence in its AI and cloud business.
- Significant Cloud Growth: The Google Cloud segment reported a 63% revenue increase in Q1, far exceeding analyst expectations, indicating high demand for cloud and AI offerings and suggesting that the company's AI investments are beginning to pay off.
- AI Chip Sales Surge: CEO Sundar Pichai announced that Google has started selling its AI chips directly to customers, competing with Nvidia's semiconductors, which further solidifies its leadership position in the AI market.
- Strong Stock Performance: Alphabet's shares have surged about 24% this year, compared to Nvidia's 7% increase, demonstrating investor confidence in Google's AI capabilities, especially following a 65.3% rise in its stock in 2025.
See More
Apple Considers Using Intel Chips, Shares Surge 14%
- Stock Surge: Intel shares jumped 14% on Tuesday, reaching an all-time high, reflecting strong market confidence in its chip demand, particularly as Apple explores collaboration, indicating Intel's potential recovery in the semiconductor industry.
- Historic Growth: The company experienced a remarkable 114% stock increase in April, marking its best month in 55 years on Nasdaq and pushing its market cap past $470 billion, demonstrating significant market recognition amid the AI wave.
- Strategic Partnerships: Intel's expanded partnership with Google and involvement in Elon Musk's Terafab project have further fueled its stock rise, showcasing the company's proactive approach to technological innovation and market expansion.
- Government Investment Boost: Since the U.S. government acquired a 10% stake for $8.9 billion last August, Intel's stock has surged over 330%, enhancing investor confidence and providing financial support for the company's competitiveness in the AI sector.
See More
Nvidia's Growth Potential Remains Strong
- Surge in Capital Expenditures for 2026: The big four AI hyperscalers project a combined capital expenditure of about $650 billion for 2026, which, while not all directed to Nvidia, will significantly boost its performance, indicating a stellar growth year ahead for the company.
- Optimistic Long-Term Growth Outlook: Alphabet's expectation of significantly higher capital expenditures in 2027 compared to 2026 reflects a broader industry trend towards sustained AI investment, with Nvidia projecting global data center capital expenditures to reach $3 trillion to $4 trillion by 2030, reinforcing its long-term investment appeal.
- Reasonable Valuation Levels: Although Nvidia has been labeled as an
See More
Amazon Reports Strong Sales Growth and AI Investment Outlook
- Significant Sales Growth: Amazon reported a 17% year-over-year increase in sales and a 30% rise in operating income, which not only boosted investor confidence but also drove stock price appreciation, reflecting the company's strong market performance.
- Capital Expenditure Plans: Amazon's planned capital expenditure of $200 billion for 2026 exceeds the annual revenue of many companies, aimed at laying the groundwork for future AI expansion; although initial market reactions were lukewarm, sentiment is improving as the investments begin to pay off.
- AWS Continues to Grow: Amazon Web Services (AWS) experienced a 28% year-over-year growth in the first quarter, highlighting the significant role of AI in driving business growth, particularly through its Bedrock platform, which attracts numerous developers and solidifies its leadership in the global cloud market.
- Supply Chain Potential: As companies like Amazon ramp up investments in land, power, and buildings, related suppliers such as Sandisk and Bloom Energy are also experiencing growth opportunities, indicating that the long-term potential of AI-related investments remains robust.
See More
Nvidia and ServiceNow Launch Project Arc for Desktop AI Agents
- Project Overview: Nvidia and ServiceNow have launched Project Arc, an enterprise AI agent similar to OpenClaw, designed to enhance user productivity by directly accessing content on users' machines, thus avoiding delays and security risks associated with cloud access.
- Enhanced Security: Project Arc leverages Nvidia's OpenShell sandbox platform to ensure that AI agents operate in a secure environment, preventing them from executing potentially harmful actions that could jeopardize user data, thereby reducing security risks for enterprises using desktop AI agents.
- Monitoring and Control: The project integrates with ServiceNow's AI Control Tower platform, which monitors agent behavior and file access in real-time, ensuring compliance with enterprise operating procedures and enhancing corporate governance over AI agents.
- Market Demand: As more companies test and adopt desktop AI agents, the launch of Project Arc addresses the growing market need for secure and effective AI solutions, helping businesses enhance efficiency while ensuring data security.
See More
SERVICENOW EXPANDS AGENTIC AI GOVERNANCE FROM DESKTOPS TO DATA CENTERS IN PARTNERSHIP WITH NVIDIA
Service Now Expansion: ServiceNow has extended its capabilities to enhance agentic AI governance, focusing on improving data management and analytics.
Integration with NVIDIA: The partnership with NVIDIA aims to leverage advanced AI technologies to optimize data centers and enhance operational efficiency.
See More
Alphabet Nears Overtaking Nvidia as Most Valuable Company
- Market Value Competition: Alphabet's market cap stands at approximately $4.67 trillion, nearing Nvidia's $4.79 trillion, positioning it to reclaim the top spot for the first time in over a decade, reflecting strong market confidence in its AI and cloud business.
- Significant Cloud Growth: The Google Cloud segment reported a 63% revenue increase in Q1, far exceeding analyst expectations, indicating high demand for cloud and AI offerings and suggesting that the company's AI investments are beginning to pay off.
- AI Chip Sales Surge: CEO Sundar Pichai announced that Google has started selling its AI chips directly to customers, competing with Nvidia's semiconductors, which further solidifies its leadership position in the AI market.
- Strong Stock Performance: Alphabet's shares have surged about 24% this year, compared to Nvidia's 7% increase, demonstrating investor confidence in Google's AI capabilities, especially following a 65.3% rise in its stock in 2025.
See More
Apple Considers Using Intel Chips, Shares Surge 14%
- Stock Surge: Intel shares jumped 14% on Tuesday, reaching an all-time high, reflecting strong market confidence in its chip demand, particularly as Apple explores collaboration, indicating Intel's potential recovery in the semiconductor industry.
- Historic Growth: The company experienced a remarkable 114% stock increase in April, marking its best month in 55 years on Nasdaq and pushing its market cap past $470 billion, demonstrating significant market recognition amid the AI wave.
- Strategic Partnerships: Intel's expanded partnership with Google and involvement in Elon Musk's Terafab project have further fueled its stock rise, showcasing the company's proactive approach to technological innovation and market expansion.
- Government Investment Boost: Since the U.S. government acquired a 10% stake for $8.9 billion last August, Intel's stock has surged over 330%, enhancing investor confidence and providing financial support for the company's competitiveness in the AI sector.
See More
