5 Stocks With Rising Earnings Estimates and Fresh Catalysts

Page 5 of 5

1. NVIDIA Corporation (NASDAQ:NVDA)

NVIDIA Corporation (NASDAQ:NVDA) is one of the stocks with rising earnings estimates and fresh catalysts. The stock has 44 upward EPS revisions and 4 downward revisions for the upcoming fiscal year over the last three months, while revenue estimates show 46 upward revisions and 4 downward revisions. That gives Nvidia the strongest net EPS revision score in the screen, while the latest catalyst is tied to how the company may monetize AI infrastructure demand beyond one-time hardware sales.

On July 1, Nvidia said it was partnering with AI cloud companies through a revenue-sharing and credit-support model for large-scale, multi-tenant AI factories. Under the model, AI clouds sell Nvidia-powered cloud services, while Nvidia earns standard product revenue and a share of cloud revenue on supported capacity. The company said Sharon AI is deploying up to 40,000 Grace Blackwell GB300 GPUs, while Firmus is building a DSX AI factory campus in Batam, Indonesia, expected to scale to 360 megawatts and up to 170,000 Nvidia GPUs. The catalyst is stronger because it links Blackwell’s demand to a recurring, usage-linked revenue structure.

NVIDIA Corporation (NASDAQ:NVDA) designs graphics processors, data-center accelerators, networking systems, CPUs, and AI software platforms used across gaming, cloud computing, enterprise AI, autonomous systems, robotics, and high-performance computing.

While we acknowledge the potential of NVDA to grow, our conviction lies in the belief that some other AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about the cheapest AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

Disclosure: None. Insider Monkey focuses on uncovering the best investment ideas of hedge funds and insiders. Please subscribe to our free daily e-newsletter to get the latest investment ideas from hedge funds’ investor letters by entering your email address below.

Page 5 of 5
1281292 - 11759070 - 1