The Zacks Analyst Blog NVIDIA, Tesla, American Express, CSP and NetSol Technologies

06.03.25 09:15 Uhr

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For Immediate ReleasesChicago, IL – March 6, 2025 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets. Stocks recently featured in the blog include NVIDIA Corp. NVDA, Tesla, Inc. TSLA, American Express Co. AXP, CSP Inc. CSPI and NetSol Technologies, Inc. NTWK.Here are highlights from Thursday’s Analyst Blog:Top Stock Reports for NVIDIA, Tesla and American ExpressThe Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp. (NVDA), Tesla, Inc. (TSLA) and American Express Co. (AXP), as well as two micro-cap stocks CSP Inc. (CSPI) and NetSol Technologies, Inc. (NTWK). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.You can see all of today’s research reports here >>>Ahead of Wall StreetThe daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market's open and attempts to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.You can read today's AWS here >>> ADP +77K, Far Lower than Expected; Tariff News Forthcoming? Today's Featured Research ReportsNVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the past year (+61.6% vs. +25.8%). The company is benefiting from the strong growth of artificial intelligence (AI), high performance and accelerated computing. The growing demand for generative AI and large language models using graphic processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues.Continued ramp-up of Ada RTX GPU workstations in the ProViz end market following the normalization of channel inventory is acting as a tailwind. Collaborations with over 320 automakers and tier-one suppliers are likely to advance its presence in the autonomous vehicles space.However, a limited supply of Blackwell and Ada GPUs could hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins. The U.S.-China tech war and rising competition from AMD remain major concerns.(You can read the full research report on NVIDIA here >>>)Shares of Tesla have outperformed the Zacks Automotive - Domestic industry over the past year (+96.9% vs. +7%). The company’s electric vehicle (EV) business is under pressure from pricing challenges and fierce competition, with 2024 marking its first-ever annual delivery decline. CEO Musk’s divided attention and growing political controversies have investors questioning whether Tesla is still his top priority.Further, Tesla expects operating expenses to rise this year, squeezing profitability. Having said that, Tesla's long-term growth prospects still remain strong, driven by its thriving Energy Generation & Storage segment, expansive Supercharger network and AI advancements.Tesla’s robust balance sheet, with a high liquidity buffer, supports continued innovation and expansion. Progress in the autonomous vehicle domain, including plans to launch robotaxi services in 2025 bode well. Thus, investors should retain Tesla stock for now.(You can read the full research report on Tesla here >>>)American Express’ shares have outperformed the Zacks Financial - Miscellaneous Services industry over the past year (+44.7% vs. +6.7%). The company’s growth initiatives, like launching new products, reaching new agreements and forging alliances, are boosting its revenues. Consumer spending on travel and entertainment, which carries higher margins for AmEx, is advancing well.American Express’ focus on Millennials and Gen-Z consumers, who exhibit strong dining preferences, will position the company for long-term growth. Its solid cash-generation abilities enable the pursuit of business investments.However, with higher utilization of its cards, costs in the form of card member services and card member rewards are likely to go up. Its current debt level induces an increase in interest expenses. rovision for credit losses has been increasing due to higher net write-offs. As such, the stock warrants a cautious stance.(You can read the full research report on American Express here >>>)Shares of CSP have underperformed the Zacks Computer - Integrated Systems industry over the past year (-18.9% vs. -17.6%). This microcap company with market capitalization of $150.68 million is facing risks which include weak growth in the high-performance products segment, dependence on low-margin IT solutions and continued operating losses despite revenue growth.High stock-based compensation, customer concentration risks and limited international reach add uncertainty. Investors must weigh CSP’s cybersecurity potential against its ongoing profitability challenges.Nevertheless, CSP is transitioning toward high-margin, recurring revenue streams, driven by strong service revenue growth and increased demand for its cybersecurity solutions.The company’s AZT PROTECT platform is gaining traction in critical infrastructure sectors, supported by key partnerships and a growing patent portfolio. A strong balance sheet with no long-term debt enables strategic investments, while its alliance with Rockwell Automation accelerates market expansion.(You can read the full research report on CSP here >>>)NetSol Technologies’ shares have underperformed the Zacks Computer - Software industry over the past year (-8.7% vs. +1.3%). This microcap company with market capitalization of $28.71 million have seen license fee revenues plummeted 97.6% year over year, and rising operating expenses ($7.41 million, +20.5%) pressured profitability.Net loss reached $1.15 million due to FX volatility, and revenue from key client Daimler fell 23%. Trade risks, competitive pressures, and uncertain ROI on growth investments remain concerns. As such, the stock warrants a cautious stance.Nevertheless, NetSol is transitioning to a subscription-based model, enhancing revenue stability. In the second quarter of fiscal 2025, subscription and support revenues grew 27% year over year to $8.6 million (55.6% of total revenues).Strong customer relationships with BMW and Kubota drive long-term revenue visibility, while North American expansion diversifies income streams. AI-driven product enhancements improve efficiency, and a solid cash position ($21.3 million) supports growth.(You can read the full research report on NetSol Technologies here >>>)Why Haven't You Looked at Zacks' Top Stocks?Since 2000, our top stock-picking strategies have blown away the S&P's +7.7% average gain per year. Amazingly, they soared with average gains of +48.4%, +50.2% and +56.7% per year.Today you can access their live picks without cost or obligation.See Stocks Free >>Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Previewreports. If you want an email notification each time Sheraz publishes a new article, please click here>>>Media ContactZacks Investment Research800-767-3771 ext. 9339support@zacks.com                                     https://www.zacks.com                                                Past performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or a recommendation to buy, sell or hold a security. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable. All information is current as of the date of herein and is subject to change without notice. Any views or opinions expressed may not reflect those of the firm as a whole. Zacks Investment Research does not engage in investment banking, market making or asset management activities of any securities. These returns are from hypothetical portfolios consisting of stocks with Zacks Rank = 1 that were rebalanced monthly with zero transaction costs. These are not the returns of actual portfolios of stocks. The S&P 500 is an unmanaged index. Visit https://www.zacks.com/performance  for information about the performance numbers displayed in this press release.Only $1 to See All Zacks' Buys and SellsWe're not kidding.Several years ago, we shocked our members by offering them 30-day access to all our picks for the total sum of only $1. No obligation to spend another cent.Thousands have taken advantage of this opportunity. Thousands did not - they thought there must be a catch. Yes, we do have a reason. We want you to get acquainted with our portfolio services like Surprise Trader, Stocks Under $10, Technology Innovators,and more, that closed 256 positions with double- and triple-digit gains in 2024 alone.See Stocks Now >>Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report American Express Company (AXP): Free Stock Analysis Report NVIDIA Corporation (NVDA): Free Stock Analysis Report Tesla, Inc. (TSLA): Free Stock Analysis Report NetSol Technologies Inc. (NTWK): Free Stock Analysis Report CSP Inc. (CSPI): Get Free ReportThis article originally published on Zacks Investment Research (zacks.com).Zacks Investment ResearchWeiter zum vollständigen Artikel bei Zacks

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Nachrichten zu NVIDIA Corp.

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Analysen zu NVIDIA Corp.

DatumRatingAnalyst
04.03.2025NVIDIA OutperformBernstein Research
27.02.2025NVIDIA KaufenDZ BANK
27.02.2025NVIDIA BuyUBS AG
27.02.2025NVIDIA OutperformBernstein Research
27.02.2025NVIDIA OverweightJP Morgan Chase & Co.
DatumRatingAnalyst
04.03.2025NVIDIA OutperformBernstein Research
27.02.2025NVIDIA KaufenDZ BANK
27.02.2025NVIDIA BuyUBS AG
27.02.2025NVIDIA OutperformBernstein Research
27.02.2025NVIDIA OverweightJP Morgan Chase & Co.
DatumRatingAnalyst
10.01.2025NVIDIA HoldDeutsche Bank AG
21.11.2024NVIDIA HaltenDZ BANK
21.11.2024NVIDIA HoldDeutsche Bank AG
29.08.2024NVIDIA HoldDeutsche Bank AG
11.06.2024NVIDIA HaltenDZ BANK
DatumRatingAnalyst
04.04.2017NVIDIA UnderweightPacific Crest Securities Inc.
24.02.2017NVIDIA UnderperformBMO Capital Markets
23.02.2017NVIDIA ReduceInstinet
14.01.2016NVIDIA UnderweightBarclays Capital
26.07.2011NVIDIA underperformNeedham & Company, LLC

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