Nvidia, TSMC, and Alphabet Highlight Tech Bargains

Investors are eyeing Nvidia, TSMC, and Alphabet as top tech bargains. With strong revenue growth and attractive valuations, these companies may have significant upside potential in a hot market. Their solid financial fundamentals could affect stock prices positively.

Date: 24-01-2025

AI Rating: 7

Overview of Key Financial Metrics

The report highlights three technology companies: Nvidia, Taiwan Semiconductor Manufacturing (TSMC), and Alphabet, presenting compelling reasons for investment based on their strong financial metrics and market position.

Earnings Per Share (EPS)

Alphabet has showcased significant performance with its EPS soaring by 37% last quarter. This substantial growth in EPS indicates improved profitability and efficiency, which could attract investors seeking strong earnings growth and positively impact its stock price.

Revenue Growth

Nvidia has displayed remarkable revenue growth, with a year-over-year increase of 94% in Q3, plus projections of triple-digit revenue growth for 2024 and over 50% for 2025. TSMC experienced a revenue surge of 37% last quarter, attributed to its pricing power and the continued demand for advanced chips. Alphabet's Google Cloud unit also flourished, with a revenue jump of 35%. Such robust revenue growth across these companies indicates strong market demand and could lead to heightened investor interest, thus affecting stock prices positively.

Profit Margins

TSMC has enhanced its gross margins by 600 basis points year-over-year, reaching 59%. Increased profit margins suggest better cost management and operational efficiency, making TSMC more attractive to investors, thereby potentially boosting its stock price. The report does not explicitly provide information about the gross or net profit margins for Nvidia and Alphabet.

Return on Equity (ROE) and Free Cash Flow (FCF)

The analysis does not mention specific figures or information related to Return on Equity or Free Cash Flow for any of the companies mentioned. Thus, we cannot evaluate their impacts based on the given report.

In summary, the solid financial performance, particularly in terms of revenue growth and Alphabet's EPS increase, positions these companies as strong investment candidates with the potential to positively affect their stock prices in the near future.

Stocks: NASDAQ:NVDA NYSE:TSM NASDAQ:GOOGL NASDAQ:GOOG