NVIDIA’s 2025 Outlook: Strong Growth Potential Amid AI Bubble Concerns 

November 4, 2024
Miles GrauberdThis NVDA Stock Forecast article was written by Miles Grauberd – Financial Analyst at I Know First.

Summary

  • NVIDIA achieved 55.26% net margin in Q2 of 2024. 
  • NVIDIA EPS achieved 0.68 EPS in Q2 of 2024 and expected to hit an EPS of 0.74 in the next quarter.
  • Total annual Revenue is expected to double by February 2025 from $60 billion to $120 billion.
    • Q3 Revenue expected to hit $32.5 billion.

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GOOGL Stock Forecast: Inside Alphabet’s Profit Explosion

October 28, 2024
Levi FuThis GOOGL Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • Alphabet Inc.'s net income increased from $34.3 billion in 2019 to $87.7 billion in LTM 2024, with high difference on pre/post pandemic era. 
  • Google Cloud became profitable with an 11% operating margin, significantly contributing to revenue growth and expected to represent 14% of total sales by 2025.
  • Regulatory challenges, including antitrust lawsuits and potential restrictions on default search agreements, pose risks to Alphabet's core search business and future advertising revenue.

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JPM Stock Forecast: Will Market Conditions Shift to Consolidation?

September 25, 2024
Levi FuThis JPM Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • JPMorgan Chase's net income grew from $36.4 billion in 2019 to $49.6 billion in 2023, reflecting a strong 7.9% annual growth rate. 
  • The acquisition of First Republic Bank in 2023 further strengthened JPMorgan's retail and commercial banking presence.
  • The average price target is approximately $220,as a potential sideways consolidation phase is expected.

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UNH Stock Forecast: Anticipating Growth in Healthcare Giants

August 25, 2024
Levi FuThis UNH Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • UNH’s revenue reached $372 billion in 2023, with a 10% CAGR from 2018 to 2023. 
  • Optum's integration with UnitedHealthcare provides a significant competitive advantage, driving cost efficiency and profitability.
  • Technical analysis (Wyckoff method) estimates the stock a conservative price target of $610 within 3-month timeframe, representing a 7.3% upside from the current price of $565.

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AAPL Stock Forecast: Advanced Ahead Of Earning Release

July 2, 2024
Levi FuThis AAPL Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • AAPL’s revenue was $90,753 million according to the FY25 Q2 10-Q report, a YOY 4% decrease due to lagging sales in iPhone and Mac product lines. 
  • The publishment of the on-device GenAI features would be available this fall, expecting a higher profit margin.
  • DCF estimates the AAPL stock has a value of $242, representing a 14% upside from the current price of 214.1.

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KLAC Stock Forecast: Will KLAC Catch up with AI Trends?

June 16, 2024
Levi FuThis KLAC Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • KLA’s revenue was $2,360 million according to the FY25 Q3 10-Q report, representing a 5.1% decrease compared to FY25 Q2 due to the extended downcycle of the broader industry. 
  • Demand from trailing-edge end markets, particularly in China, continues to grow, with additional growth supported by a rebound in advanced memory applications.
  • DCF estimates the stock has a value of $845.9, which represents a 3% upside from the current price of 824.84.

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NVDA Stock Forecast: Analyzing the Surge in NVDA Stock

June 3, 2024
Levi FuThis NVDA Stock Forecast article was written by Levi FU – Financial Analyst at I Know First.

Summary

  • According to the FY24Q4 earning report, Nvidia’s revenue was 26.04 billion, showing an YoY increase of 262% and a QoQ increase of 18%, above Bloomberg consensus of US 24.69 billion. 
  • Demand for the Nvidia HGX platform based upon the H100 is strong, continuously driving the growing momentum of the data center segment.
  • NVIDIA's announcement of 10-for-1 stock split and 150% dividend increase, coupled with strong earnings, raised its share price to USD 1,007 during after-hours trading on the day of earning release.
  • DCF estimates NVDA stock around $1253, a 14% upside potential for the upcoming year of 2024.

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