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.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy NVDA?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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: 219.510
Low
200.00
Averages
264.97
High
352.00
Current: 219.510
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 Announces $80 Billion Stock Buyback Amid AI Growth
- Earnings Beat: Nvidia's first-quarter results exceeded Wall Street expectations, showcasing robust growth in its data center business amid accelerating AI infrastructure investments, which reflects management's confidence in future revenue and profit expansion.
- Massive Buyback Authorization: The board approved an additional $80 billion stock repurchase program, indicating management's belief that the current stock price is undervalued and aiming to enhance shareholder confidence through capital return.
- Historical Buyback Trends: Over the past year, Nvidia has authorized more than $25 billion in stock buybacks, demonstrating a consistent capital return strategy, particularly returning over $41.1 billion to shareholders through buybacks and dividends in fiscal 2026.
- Attractive Market Valuation: With a current P/E ratio of 25 times expected earnings, Nvidia appears relatively undervalued compared to historical premiums during AI expansion phases, making the buyback decision not just a capital return but a strong signal of future growth potential.
See More
SpaceX IPO Expected to Be Largest in History
- Massive Capital Raise: SpaceX aims to raise approximately $75 billion through its IPO, with a valuation between $1.75 trillion and $2 trillion, positioning it as potentially the largest IPO in history and attracting significant investor interest.
- Infrastructure Supplier Dependence: While SpaceX's IPO garners attention, history indicates that infrastructure suppliers like Nvidia often achieve higher long-term returns, highlighting the market's ongoing demand for essential technology support.
- Clear Funding Utilization: The IPO proceeds will be directed towards expanding the Starlink network, enhancing Starship reusability, and designing data centers that could be deployed in orbit, all of which require substantial GPU support, thereby reinforcing the partnership with Nvidia.
- Expected Market Volatility: SpaceX stock is anticipated to experience typical post-IPO volatility, particularly after lock-up periods expire when insiders may begin to take profits, while Nvidia could benefit from the influx of capital due to its dominant position in AI infrastructure.
See More
AI Chip Market Growth Accelerates for Arm, Marvell, and AMD
- Market Share Shift: Arm, Marvell, and AMD are gaining greater influence in the AI chip market, with projected earnings growth expected to surpass Nvidia, reflecting an increasing investor focus on these companies amid a surge in AI infrastructure investments.
- Server CPU Market Outlook: AMD anticipates a 35% annual growth in the server CPU market, generating over $120 billion in revenue by 2030, highlighting the significant impact of AI on its market expectations while also gaining market share from Intel.
- Arm's Design Advantage: Arm's chips are in high demand due to their energy efficiency, with Nvidia's latest Vera server CPUs utilizing Arm's architecture, indicating Arm's growing importance in the market, and it expects total revenue to rise to $25 billion within five years.
- Marvell's Custom Chips: Marvell is set to benefit from the increasing demand for ASICs in AI data centers, with plans to launch new custom AI chips in the coming years, thereby accelerating its growth rate and further solidifying its market position.
See More
NVIDIA Acknowledges Huawei's Dominance in China's AI Chip Market
- Intensifying Market Competition: NVIDIA CEO Jensen Huang stated that the company has 'largely conceded' the Chinese AI chip market to Huawei due to U.S. export restrictions, indicating that local chip companies are gaining strength and competitiveness in the region.
- Earnings Beat Expectations: NVIDIA reported Q1 adjusted EPS of $1.87, surpassing the consensus estimate of $1.77, with revenue totaling $81.6 billion, exceeding the expected $79.12 billion, highlighting the company's robust growth momentum in the AI sector.
- Accelerating AI Infrastructure: Huang emphasized that the buildout of AI factories is accelerating at 'extraordinary speed,' positioning NVIDIA at the center of transformation through its AI infrastructure platform spanning hyperscale data centers and edge deployments, suggesting significant future market opportunities.
- Increased Shareholder Returns: NVIDIA announced a new $80 billion stock buyback authorization and raised its dividend from $0.01 to $0.25 per share, reflecting the company's confidence in future growth and attracting investor interest.
See More
Recursion Pharmaceuticals Hits 52-Week Low Amid AI Ambitions
- Poor Market Performance: Recursion Pharmaceuticals' shares have significantly underperformed broader equities over the past two years, recently hitting a 52-week low, indicating a lack of market confidence in its AI-driven drug development strategy, which may lead to investor concerns about future performance.
- Partnerships Established: The company has formed partnerships with industry giants like Nvidia, Roche, Sanofi, and Bayer to leverage AI technology aimed at shortening drug discovery timelines and reducing costs, which not only validates the potential of its technology but may also provide access to non-dilutive financing opportunities.
- Clinical Progress Risks: While Recursion is developing REC-4881 for Familial Adenomatous Polyposis (FAP) and showing promise in reducing polyp burden in ongoing phase 1/2 studies, the absence of any late-stage candidates poses significant clinical and regulatory risks that could lead to further stock price declines.
- Cautious Investor Sentiment: Given Recursion's lack of market-ready products and clear clinical advancements, analysts advise investors to exercise caution and avoid investing in this highly speculative stock, even as it approaches its 52-week low.
See More
Analysis of SoundHound AI's Future Growth Potential
- Stock Volatility: SoundHound AI's stock has declined by 18% this year and is down over 63% from its 52-week high of $22.17, indicating market skepticism about its growth potential, which may affect investor confidence.
- Oasys Platform Innovation: The introduction of SoundHound's Oasys platform, touted as the 'world's first self-learning agentic AI platform', allows for automatic creation of conversational agents based on customer needs, which is expected to drive strong market demand, particularly in customer service and sales support.
- Revenue Growth vs. Profitability Challenges: In Q1 2026, SoundHound reported a 52% year-over-year revenue increase to $44.2 billion, with full-year projections between $225 million and $260 million; however, an operating loss of $200.5 million over the past 12 months raises concerns about its profitability outlook.
- Market Positioning and Risks: With a market cap of $3.5 billion, SoundHound is relatively small in the AI sector, and while it has significant upside potential if it can grow and demonstrate profitability, investors should be cautious of its volatility and associated risks.
See More
Nvidia Announces $80 Billion Stock Buyback Amid AI Growth
- Earnings Beat: Nvidia's first-quarter results exceeded Wall Street expectations, showcasing robust growth in its data center business amid accelerating AI infrastructure investments, which reflects management's confidence in future revenue and profit expansion.
- Massive Buyback Authorization: The board approved an additional $80 billion stock repurchase program, indicating management's belief that the current stock price is undervalued and aiming to enhance shareholder confidence through capital return.
- Historical Buyback Trends: Over the past year, Nvidia has authorized more than $25 billion in stock buybacks, demonstrating a consistent capital return strategy, particularly returning over $41.1 billion to shareholders through buybacks and dividends in fiscal 2026.
- Attractive Market Valuation: With a current P/E ratio of 25 times expected earnings, Nvidia appears relatively undervalued compared to historical premiums during AI expansion phases, making the buyback decision not just a capital return but a strong signal of future growth potential.
See More
SpaceX IPO Expected to Be Largest in History
- Massive Capital Raise: SpaceX aims to raise approximately $75 billion through its IPO, with a valuation between $1.75 trillion and $2 trillion, positioning it as potentially the largest IPO in history and attracting significant investor interest.
- Infrastructure Supplier Dependence: While SpaceX's IPO garners attention, history indicates that infrastructure suppliers like Nvidia often achieve higher long-term returns, highlighting the market's ongoing demand for essential technology support.
- Clear Funding Utilization: The IPO proceeds will be directed towards expanding the Starlink network, enhancing Starship reusability, and designing data centers that could be deployed in orbit, all of which require substantial GPU support, thereby reinforcing the partnership with Nvidia.
- Expected Market Volatility: SpaceX stock is anticipated to experience typical post-IPO volatility, particularly after lock-up periods expire when insiders may begin to take profits, while Nvidia could benefit from the influx of capital due to its dominant position in AI infrastructure.
See More
AI Chip Market Growth Accelerates for Arm, Marvell, and AMD
- Market Share Shift: Arm, Marvell, and AMD are gaining greater influence in the AI chip market, with projected earnings growth expected to surpass Nvidia, reflecting an increasing investor focus on these companies amid a surge in AI infrastructure investments.
- Server CPU Market Outlook: AMD anticipates a 35% annual growth in the server CPU market, generating over $120 billion in revenue by 2030, highlighting the significant impact of AI on its market expectations while also gaining market share from Intel.
- Arm's Design Advantage: Arm's chips are in high demand due to their energy efficiency, with Nvidia's latest Vera server CPUs utilizing Arm's architecture, indicating Arm's growing importance in the market, and it expects total revenue to rise to $25 billion within five years.
- Marvell's Custom Chips: Marvell is set to benefit from the increasing demand for ASICs in AI data centers, with plans to launch new custom AI chips in the coming years, thereby accelerating its growth rate and further solidifying its market position.
See More
NVIDIA Acknowledges Huawei's Dominance in China's AI Chip Market
- Intensifying Market Competition: NVIDIA CEO Jensen Huang stated that the company has 'largely conceded' the Chinese AI chip market to Huawei due to U.S. export restrictions, indicating that local chip companies are gaining strength and competitiveness in the region.
- Earnings Beat Expectations: NVIDIA reported Q1 adjusted EPS of $1.87, surpassing the consensus estimate of $1.77, with revenue totaling $81.6 billion, exceeding the expected $79.12 billion, highlighting the company's robust growth momentum in the AI sector.
- Accelerating AI Infrastructure: Huang emphasized that the buildout of AI factories is accelerating at 'extraordinary speed,' positioning NVIDIA at the center of transformation through its AI infrastructure platform spanning hyperscale data centers and edge deployments, suggesting significant future market opportunities.
- Increased Shareholder Returns: NVIDIA announced a new $80 billion stock buyback authorization and raised its dividend from $0.01 to $0.25 per share, reflecting the company's confidence in future growth and attracting investor interest.
See More
Recursion Pharmaceuticals Hits 52-Week Low Amid AI Ambitions
- Poor Market Performance: Recursion Pharmaceuticals' shares have significantly underperformed broader equities over the past two years, recently hitting a 52-week low, indicating a lack of market confidence in its AI-driven drug development strategy, which may lead to investor concerns about future performance.
- Partnerships Established: The company has formed partnerships with industry giants like Nvidia, Roche, Sanofi, and Bayer to leverage AI technology aimed at shortening drug discovery timelines and reducing costs, which not only validates the potential of its technology but may also provide access to non-dilutive financing opportunities.
- Clinical Progress Risks: While Recursion is developing REC-4881 for Familial Adenomatous Polyposis (FAP) and showing promise in reducing polyp burden in ongoing phase 1/2 studies, the absence of any late-stage candidates poses significant clinical and regulatory risks that could lead to further stock price declines.
- Cautious Investor Sentiment: Given Recursion's lack of market-ready products and clear clinical advancements, analysts advise investors to exercise caution and avoid investing in this highly speculative stock, even as it approaches its 52-week low.
See More
Analysis of SoundHound AI's Future Growth Potential
- Stock Volatility: SoundHound AI's stock has declined by 18% this year and is down over 63% from its 52-week high of $22.17, indicating market skepticism about its growth potential, which may affect investor confidence.
- Oasys Platform Innovation: The introduction of SoundHound's Oasys platform, touted as the 'world's first self-learning agentic AI platform', allows for automatic creation of conversational agents based on customer needs, which is expected to drive strong market demand, particularly in customer service and sales support.
- Revenue Growth vs. Profitability Challenges: In Q1 2026, SoundHound reported a 52% year-over-year revenue increase to $44.2 billion, with full-year projections between $225 million and $260 million; however, an operating loss of $200.5 million over the past 12 months raises concerns about its profitability outlook.
- Market Positioning and Risks: With a market cap of $3.5 billion, SoundHound is relatively small in the AI sector, and while it has significant upside potential if it can grow and demonstrate profitability, investors should be cautious of its volatility and associated risks.
See More
