Three Retail Stocks to Buy This Month
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
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Should l Buy NVDA?
Source: Yahoo Finance
- Amazon's Operating Leverage: Amazon (NASDAQ: AMZN) demonstrated a 24% increase in North American operating income with a 10% rise in sales in Q4, showcasing its strong growth potential in e-commerce and solidifying its market leadership through advanced logistics and AI technologies.
- MercadoLibre's Growth Potential: MercadoLibre (NASDAQ: MELI) has achieved over 30% revenue growth each quarter for the past seven years, with a remarkable 45% growth last quarter, leveraging its logistics advantage and AI-driven ad revenue to attract more consumers, highlighting its competitive edge in Latin America.
- Chewy's Defensive Business Model: Chewy (NYSE: CHWY) generates over 80% of its sales from auto-ship pet food, with loyal customers averaging nearly $600 in annual spending; despite a P/E ratio of 16.5, its strong revenue growth and expanding high-margin ad business make it a solid long-term investment.
- Attractive Investment Opportunities: While Amazon was not included in the latest top 10 stock list, its ongoing growth in e-commerce and cloud computing, along with the strong performances of MercadoLibre and Chewy, indicate that the retail sector still holds attractive investment potential for investors.
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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: 183.340
Low
200.00
Averages
264.97
High
352.00
Current: 183.340
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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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- Substantial EPS Increase: The adjusted earnings per share (EPS) reached $1.62, an 82% year-over-year rise, driven by a gross margin of 75%, further solidifying investor confidence in the company's future profitability.
- Optimistic Market Outlook: Analyst Matt Bryson raised Nvidia's price target to $300, indicating a potential upside of 67% from the current price, reflecting the market's optimistic expectations for continued growth.
- Strong Data Center Performance: Nvidia's data center segment revenue grew 75% year-over-year to $62.3 billion, with first-quarter revenue guidance of $78 billion, indicating a near 30% market share in AI data center spending and a potential profit of $300 billion.
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- Revenue Growth: Since its founding in 2022, Together AI has achieved an annualized revenue of approximately $1 billion, nearly tripling in less than a year, showcasing its strong performance in the AI cloud market.
- Infrastructure Expansion: The company has secured 200 MW of power capacity and is deploying optimized clusters of NVIDIA Blackwell GPUs across multiple North American data centers to enhance its service capabilities, further solidifying its position as a leading AI cloud provider.
- Partnerships: A new partnership with Hypertecto will co-build a cluster of 36,000 NVIDIA GB200 NVL72 GPUs, further enhancing Together AI's competitive edge and ensuring its leadership in the rapidly evolving AI sector.
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- Demand Growth Drivers: With the global demand for semiconductors continuously rising, Broadcom's market position is expected to strengthen further, driving future revenue growth for the company.
- Increased Investor Confidence: Broadcom's performance has attracted investor attention, particularly against the backdrop of other chip companies profiting, reflecting market confidence in its long-term growth potential.
- Industry Leadership Position: Broadcom's leadership in the semiconductor industry allows it to stand out in a competitive market, with the potential to continue leading technological innovation and market development over the next decade.
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- Competitive Advantage: CFO and COO Akash Palkhiwala highlighted that Qualcomm's technological edge in edge AI gives it a leading position over competitors like Nvidia, which is expected to drive future market share growth.
- Market Insights Shared: The company also shared its outlook on future AI applications, stressing the importance of edge computing in enhancing device intelligence and responsiveness, which may attract more partners and customers.
- Expert Insights: Qualcomm's Market Catalysts program provided further expert insights on the latest market actions, bolstering investor confidence in the company's future developments.
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- Profit Structure Stagnation: Walmart achieved over $31 billion in operating income for fiscal year 2026, yet its price leadership limits pricing power; despite management's efforts to enhance earnings quality through membership and advertising revenues, overall profitability may not improve significantly, potentially capping shareholder return potential.
- Profit Pool Migration: While Walmart excels in essentials, higher-margin retail segments are increasingly shifting to digital ecosystems; although the company has bolstered its advertising platform and marketplace, if it fails to capture a larger share of these lucrative markets, its earnings growth could lag behind revenue growth.
- Rising Capital Intensity: With annual revenues exceeding $700 billion, Walmart must continually invest in automation and supply chain modernization; if these investments do not yield sustained productivity or margin improvements, rising capital intensity could stagnate returns, impacting long-term shareholder interests.
- Gradual Erosion of Competitive Advantage: Although Walmart's infrastructure and cost leadership make it unlikely to abruptly lose market position, if operating margins do not improve and higher-margin initiatives remain small, the company's competitive advantage may gradually stagnate or decline.
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- Tech Stocks Shine: Over the past three years, the Magnificent Seven tech companies (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, Tesla) have propelled the S&P 500 to a 78% increase, reflecting their strong market performance and investor confidence.
- Nvidia Valuation Drop: Despite Nvidia's leadership in AI, its stock price has fallen to its lowest level in nearly a year due to a general pullback in tech stocks, currently trading at a forward P/E ratio of about 22, making it the second cheapest among the Magnificent Seven.
- Significant Revenue Growth: Nvidia's recent earnings report revealed a 65% increase in full-year revenue to $215 billion, driven by ongoing demand for its graphics processing units (GPUs), further solidifying its dominant position in the AI market.
- Investment Opportunities Arise: Although there are concerns about AI revenue expectations, demand for Nvidia and other AI-related companies remains strong, and the current stock price pullback presents investors with a prime opportunity to enter top AI stocks at reasonable prices.
See More
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- Significant Earnings Growth: Nvidia reported fourth-quarter fiscal 2026 revenue of $68 billion, a 73% year-over-year increase that surpassed analysts' expectations of $66.2 billion, showcasing the company's robust growth momentum in the AI sector.
- Substantial EPS Increase: The adjusted earnings per share (EPS) reached $1.62, an 82% year-over-year rise, driven by a gross margin of 75%, further solidifying investor confidence in the company's future profitability.
- Optimistic Market Outlook: Analyst Matt Bryson raised Nvidia's price target to $300, indicating a potential upside of 67% from the current price, reflecting the market's optimistic expectations for continued growth.
- Strong Data Center Performance: Nvidia's data center segment revenue grew 75% year-over-year to $62.3 billion, with first-quarter revenue guidance of $78 billion, indicating a near 30% market share in AI data center spending and a potential profit of $300 billion.
See More
Together AI Pursues $1B Funding Round Amid Rapid Growth
- Funding Target: Together AI is pursuing a $1 billion funding round aimed at supporting its infrastructure expansion to accommodate a rapidly growing AI ecosystem, with the company currently valued at $7.5 billion.
- Revenue Growth: Since its founding in 2022, Together AI has achieved an annualized revenue of approximately $1 billion, nearly tripling in less than a year, showcasing its strong performance in the AI cloud market.
- Infrastructure Expansion: The company has secured 200 MW of power capacity and is deploying optimized clusters of NVIDIA Blackwell GPUs across multiple North American data centers to enhance its service capabilities, further solidifying its position as a leading AI cloud provider.
- Partnerships: A new partnership with Hypertecto will co-build a cluster of 36,000 NVIDIA GB200 NVL72 GPUs, further enhancing Together AI's competitive edge and ensuring its leadership in the rapidly evolving AI sector.
See More
Broadcom: The Best Semiconductor Stock for the Next Decade
- Optimistic Market Outlook: Broadcom is considered the best semiconductor stock to own over the next decade, even as chip giants like Nvidia and Intel benefit from growing market demand, indicating Broadcom's unique competitive edge in the industry.
- Demand Growth Drivers: With the global demand for semiconductors continuously rising, Broadcom's market position is expected to strengthen further, driving future revenue growth for the company.
- Increased Investor Confidence: Broadcom's performance has attracted investor attention, particularly against the backdrop of other chip companies profiting, reflecting market confidence in its long-term growth potential.
- Industry Leadership Position: Broadcom's leadership in the semiconductor industry allows it to stand out in a competitive market, with the potential to continue leading technological innovation and market development over the next decade.
See More
Qualcomm Unveils AI Strategy at Mobile World Congress
- AI Strategy Unveiled: Qualcomm outlined its artificial intelligence strategy at the Mobile World Congress in Barcelona, emphasizing innovations in edge computing aimed at enhancing the company's position in a competitive market.
- Competitive Advantage: CFO and COO Akash Palkhiwala highlighted that Qualcomm's technological edge in edge AI gives it a leading position over competitors like Nvidia, which is expected to drive future market share growth.
- Market Insights Shared: The company also shared its outlook on future AI applications, stressing the importance of edge computing in enhancing device intelligence and responsiveness, which may attract more partners and customers.
- Expert Insights: Qualcomm's Market Catalysts program provided further expert insights on the latest market actions, bolstering investor confidence in the company's future developments.
See More
Three Risks That Could Erode Walmart's Long-Term Competitive Advantage
- Profit Structure Stagnation: Walmart achieved over $31 billion in operating income for fiscal year 2026, yet its price leadership limits pricing power; despite management's efforts to enhance earnings quality through membership and advertising revenues, overall profitability may not improve significantly, potentially capping shareholder return potential.
- Profit Pool Migration: While Walmart excels in essentials, higher-margin retail segments are increasingly shifting to digital ecosystems; although the company has bolstered its advertising platform and marketplace, if it fails to capture a larger share of these lucrative markets, its earnings growth could lag behind revenue growth.
- Rising Capital Intensity: With annual revenues exceeding $700 billion, Walmart must continually invest in automation and supply chain modernization; if these investments do not yield sustained productivity or margin improvements, rising capital intensity could stagnate returns, impacting long-term shareholder interests.
- Gradual Erosion of Competitive Advantage: Although Walmart's infrastructure and cost leadership make it unlikely to abruptly lose market position, if operating margins do not improve and higher-margin initiatives remain small, the company's competitive advantage may gradually stagnate or decline.
See More
Magnificent Seven Tech Stocks Lead AI Revolution
- Tech Stocks Shine: Over the past three years, the Magnificent Seven tech companies (Apple, Amazon, Alphabet, Meta, Microsoft, Nvidia, Tesla) have propelled the S&P 500 to a 78% increase, reflecting their strong market performance and investor confidence.
- Nvidia Valuation Drop: Despite Nvidia's leadership in AI, its stock price has fallen to its lowest level in nearly a year due to a general pullback in tech stocks, currently trading at a forward P/E ratio of about 22, making it the second cheapest among the Magnificent Seven.
- Significant Revenue Growth: Nvidia's recent earnings report revealed a 65% increase in full-year revenue to $215 billion, driven by ongoing demand for its graphics processing units (GPUs), further solidifying its dominant position in the AI market.
- Investment Opportunities Arise: Although there are concerns about AI revenue expectations, demand for Nvidia and other AI-related companies remains strong, and the current stock price pullback presents investors with a prime opportunity to enter top AI stocks at reasonable prices.
See More
