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        <title>Nvidia (NASDAQ:NVDA) Share Price, History, &amp; News | The Twelfth Magpie</title>
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	<title>Nvidia (NASDAQ:NVDA) Share Price, History, &amp; News | The Twelfth Magpie</title>
	<link>https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/</link>
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                                <title>£50 put into Nvidia stock at the start of 2015 is now worth…</title>
                <link>https://stage2026.twelfthmagpie.com/2026/05/06/50-put-into-nvidia-stock-at-the-start-of-2015-is-now-worth/</link>
                                <pubDate>Wed, 06 May 2026 12:35:00 +0000</pubDate>
                <dc:creator><![CDATA[Muhammad Cheema]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1687630</guid>
                                    <description><![CDATA[<p>Nvidia stock has changed the lives of many investors. Muhammad Cheema looks at how a mere £50 put into it in 2015 would have grown substantially.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/06/50-put-into-nvidia-stock-at-the-start-of-2015-is-now-worth/">£50 put into Nvidia stock at the start of 2015 is now worth…</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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<p class="wp-block-paragraph">Back in 2015, for £50 you could have bought a family platter at Nando’s, approximately 18 coffees, or 153 shares of <strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ:NVDA</a>) stock.</p>



<p class="wp-block-paragraph">Now, unless you really, really value coffee or a nice meal, you would have probably been significantly better off buying shares in the US tech giant.</p>



<p class="wp-block-paragraph">Let me show you how.</p>



<h2 class="wp-block-heading" id="h-calculating-the-return">Calculating the return</h2>



<p class="wp-block-paragraph">I&#8217;ve adjusted for stock splits, so bearing this in mind, Nvidia stock has increased from $0.50 at the start of 2015 to $197.92 now, a whopping 39,481% rise.</p>



<p class="wp-block-paragraph">Taking into account the USD to GBP exchange rate on 2 January 2015 of 0.6499, as mentioned above, an investor could have bought 153 Nvidia shares.</p>



<p class="wp-block-paragraph">Now, each of those <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-invest-in-shares/how-to-buy-shares/" id="https://stage2026.twelfthmagpie.com/investing-basics/how-to-invest-in-shares/how-to-buy-shares/">shares</a> is worth almost $200 today and in total, they should be worth $30,281.76! Using the most recent exchange rate of 0.734, that position would be worth £22,226.81.</p>



<p class="wp-block-paragraph">Essentially, spending £50 on the company’s stock would have made investors over £22k in just over 11 years.</p>



<p class="wp-block-paragraph">Some of this return would have been because the dollar strengthened against the pound. But the vast majority of it is because of <a href="https://stage2026.twelfthmagpie.com/investing-basics/the-miracle-of-compound-returns/" id="https://stage2026.twelfthmagpie.com/investing-basics/the-miracle-of-compound-returns/">compounding</a>. This shows how powerful picking high-quality stocks can be for investors.</p>



<p class="wp-block-paragraph">Even a meagre £50 can make a whole load of difference. Every additional pound an investor put in would have made approximately £444 extra.</p>



<h2 class="wp-block-heading" id="h-can-nvidia-do-it-again">Can Nvidia do it again?</h2>



<p class="wp-block-paragraph">While I don’t think the US tech giant will be able to deliver the same level of returns as before, I still believe it’s capable of generating excellent returns for investors.</p>



<p class="wp-block-paragraph">There are risks for the firm, especially as competition in the AI space heats up. Some of its customers (who are also its rivals) are trying to build their own AI chips, which are much more cost-effective. For example, <strong>Alphabet</strong>’s<strong> </strong>tensor processing units.</p>



<p class="wp-block-paragraph">However, there are also many catalysts that can propel the firm&#8217;s share price.</p>



<p class="wp-block-paragraph">This is because it has huge momentum behind it. Nvidia has increased its revenue from $27bn in FY23 to $216bn in FY26.</p>



<p class="wp-block-paragraph">Furthermore, analysts are estimating that its revenue can rise by a further 71.7% in FY27, to hit $371bn. They then anticipate the company to grow by a further 30.6% in FY28 to reach $484bn in revenue.</p>



<p class="wp-block-paragraph">This is monstrous growth, which is particularly impressive given how large the company is already.</p>



<h2 class="wp-block-heading" id="h-the-valuation-is-attractive-too">The valuation is attractive too</h2>



<p class="wp-block-paragraph">For some, a price-to-earnings (P/E) ratio of 40.5 is too high. But for a company that’s growing as fast as Nvidia, I think it’s justified.</p>



<p class="wp-block-paragraph">In fact, when you consider that the forward P/E is only 24.5, I think its valuation can even be considered cheap.</p>



<p class="wp-block-paragraph">The market for AI is expected to grow at a compound annual growth rate of 30.6% from 2026 to 2033. Given that Nvidia’s graphics processing units are expected to power this, I expect the company to grow at a similar rate.</p>



<p class="wp-block-paragraph">Therefore, I think even after its monumental rise, investors could consider buying some of its shares for potentially strong future returns.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/06/50-put-into-nvidia-stock-at-the-start-of-2015-is-now-worth/">£50 put into Nvidia stock at the start of 2015 is now worth…</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>Could Nvidia stock still be a bargain after its 1,241% rise?</title>
                <link>https://stage2026.twelfthmagpie.com/2026/05/05/could-nvidia-stock-still-be-a-bargain-after-its-1241-rise/</link>
                                <pubDate>Tue, 05 May 2026 15:10:00 +0000</pubDate>
                <dc:creator><![CDATA[Christopher Ruane]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1687322</guid>
                                    <description><![CDATA[<p>After a stellar few years, could Nvidia stock have further to run? This writer thinks so -- but he's also concerned about potential problems along the way.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/05/could-nvidia-stock-still-be-a-bargain-after-its-1241-rise/">Could Nvidia stock still be a bargain after its 1,241% rise?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
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<p class="wp-block-paragraph">At first glance, <strong>Nvidia </strong>(<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ: NVDA</a>) may not look cheap. Nvidia stock sells for 40 times earnings. The share price has soared <span style="text-decoration: underline">1,241</span>% in five years largely on the back of surging demand for AI chips. But, for now, the jury is out on just how sustained the AI demand might turn out to be.</p>



<p class="wp-block-paragraph">Still, with the sort of phenomenal value creation we have seen from Nvidia stock, the world’s largest company by market capitalisation certainly grabs my attention.</p>



<p class="wp-block-paragraph">Even now, could there possibly be scope for future gains in the share price?</p>



<h2 class="wp-block-heading" id="h-lots-to-play-for">Lots to play for</h2>



<p class="wp-block-paragraph">I think there could be. </p>



<p class="wp-block-paragraph">In fact, I think there could possibly still be scope for substantial further gains in the price of Nvidia stock.</p>



<p class="wp-block-paragraph">Sometimes it can feel as if Nvidia is the new kid in class, riding on the coat tails of an explosion of <a href="https://stage2026.twelfthmagpie.com/investing-basics/market-sectors/investing-in-tech-stocks-in-the-uk/">investor interest in AI</a> over recent years.</p>



<p class="wp-block-paragraph">The reality is that the company’s recent success has been decades in the making. </p>



<p class="wp-block-paragraph">Nvidia has long been an innovator. Its revenues and profits have surged over the past few years but that has built on a proven business model Nvidia has nurtured over decades. </p>



<p class="wp-block-paragraph">It has deep client relationships, a large installed user base, and reams of proprietary technology.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p class="wp-block-paragraph">If AI demand keeps growing, I think Nvidia’s sales, and earnings could keep growing at a fast clip. The most recent quarter saw sales revenues rise by a fifth year on year: clearly even at its huge scale, Nvidia has lots of momentum.</p>



<p class="wp-block-paragraph">Should business results keep going in a positive direction at speed, I think that could well mean we see the Nvidia stock price move higher from here.</p>



<h2 class="wp-block-heading" id="h-why-i-m-interested-but-not-buying-for-now">Why I’m interested, but not buying for now</h2>



<p class="wp-block-paragraph">So, given my bullishness about the prospects for the business, why am I not yet ready to put any money into buying the share?</p>



<p class="wp-block-paragraph">In a word: valuation.</p>



<p class="wp-block-paragraph">I said above that Nvidia stock trades on a <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings (P/E) ratio</a> of 40. But bear in mind that that number is based on current earnings.</p>



<p class="wp-block-paragraph">Nvidia’s earnings growth has been dynamic in recent years. Last year’s basic earnings per share, for example, were around 27 times higher than they had been just three years beforehand.</p>



<p class="wp-block-paragraph">If Nvidia can keep growing earnings – even at a much more modest pace &#8212; the prospective P/E ratio could be far below 40. In that case, Nvidia stock may turn out to be much cheaper today from a long-term perspective than it currently seems.</p>



<h2 class="wp-block-heading" id="h-a-complex-range-of-risks">A complex range of risks</h2>



<p class="wp-block-paragraph">But for that to happen, a lot of things need to go right.</p>



<p class="wp-block-paragraph">Demand for chips needs either to grow or at least stay at current levels. Nvidia needs to maintain technical advantages that can help it sustain its substantial pricing power. That may become harder as many rivals, eyeing its recent success, are themselves innovating their offering to try and grow their market share.</p>



<p class="wp-block-paragraph">On top of that, Nvidia needs to navigate an already complex geopolitical environment that threatens to become even more so.</p>



<p class="wp-block-paragraph">Those things could happen – and we may see Nvidia stock move higher. But the current price does not offer me the margin of safety I would like given such risks.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/05/could-nvidia-stock-still-be-a-bargain-after-its-1241-rise/">Could Nvidia stock still be a bargain after its 1,241% rise?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>Could the stock market really crash by 57%?</title>
                <link>https://stage2026.twelfthmagpie.com/2026/05/05/could-the-stock-market-really-crash-by-57/</link>
                                <pubDate>Tue, 05 May 2026 14:10:00 +0000</pubDate>
                <dc:creator><![CDATA[James Beard]]></dc:creator>
                		<category><![CDATA[Growth Shares]]></category>
		<category><![CDATA[Investing Articles]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1684897</guid>
                                    <description><![CDATA[<p>A group of researchers has outlined a scenario in which AI causes a devastating stock market crash. James Beard explains what he’s doing.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/05/could-the-stock-market-really-crash-by-57/">Could the stock market really crash by 57%?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">You don’t need to be Nostradamus to know that the stock market will crash. When? Who knows. But while history tells us that markets frequently fall more than 20% from recent highs, it also provides plenty of evidence to suggest that they are likely to recover to pre-crash levels. </p>



<p class="wp-block-paragraph">However, could things be different now with the emergence of artificial intelligence (AI)?</p>



<h2 class="wp-block-heading" id="h-those-of-a-nervous-disposition-look-away-now">Those of a nervous disposition look away now</h2>



<p class="wp-block-paragraph">Citrini Research recently outlined a scenario (not a prediction) in which more and more jobs are replaced by machines, leading to a fall in wages and a severe recession brought about by a collapse in the mortgage market. </p>



<p class="wp-block-paragraph">It paints a picture of the <strong>S&amp;P 500 </strong>falling 57% from its October 2026 peak.</p>



<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p class="wp-block-paragraph">As investors, we still have time to assess how much of our portfolios are built upon assumptions that won’t survive the decade. As a society, we still have time to be proactive.</p>



<p class="wp-block-paragraph">Citrini Research</p>
</blockquote>



<p class="wp-block-paragraph">Although I’m aware of the risks, I’m not too concerned. Are we going to be stupid enough to let AI ruin our lives in such a way?</p>



<p class="wp-block-paragraph">However, regardless of whether a crash is going to be caused by AI or not, here’s what I’m doing to try to protect myself should the worst happen.</p>



<p class="wp-block-paragraph">My strategy centres on a three-pronged approach:</p>



<ul class="wp-block-list">
<li>Holding more cash than normal.</li>



<li>Maintaining <a href="https://stage2026.twelfthmagpie.com/investing-basics/what-is-diversification/">a diversified portfolio</a>.</li>



<li>Taking <a href="https://stage2026.twelfthmagpie.com/investing-basics/getting-started-in-investing/foolish-investing-taking-the-long-term-approach/">a long-term view</a>.</li>
</ul>



<p class="wp-block-paragraph"></p>



<h2 class="wp-block-heading" id="h-get-ready">Get ready&#8230;</h2>



<p class="wp-block-paragraph">Having some uninvested cash means I can react quickly should any opportunities arise to bag myself a few bargains. And being diversified is important because defensive stocks tend to be less affected by the business cycle.</p>



<p class="wp-block-paragraph">It’s also important to try and ignore any short-term disruption. During Warren Buffett’s six decades at <strong>Berkshire Hathaway</strong> there were plenty of slumps, crashes, and corrections. Yet astonishingly, $1 invested in the company in 1964, would have been worth $60,993 at the end of 2025.</p>



<h2 class="wp-block-heading" id="h-the-biggest-and-best">The biggest and best?</h2>



<p class="wp-block-paragraph">One stock that I think could be a long-term winner is <strong>Nvidia </strong>(<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ:NVDA</a>). </p>



<p class="wp-block-paragraph">Remarkably, of 70 Wall Street analysts covering the stock, 64 give it a Buy rating. Only one is advising its clients to Sell.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p class="wp-block-paragraph">Of course, these 64 could be wrong.</p>



<p class="wp-block-paragraph">It’s likely that a rival chip will emerge. Many well-funded companies, including some household names, are working on their own versions. </p>



<p class="wp-block-paragraph">And Bloomberg reported in April that up to half of all US data centres planned for 2026 are likely to be delayed. A lack of access to suitable energy infrastructure and equipment shortages are the biggest problems.</p>



<p class="wp-block-paragraph">However, it’s always worth sitting up and taking notice when there’s near-unanimity of opinion among brokers.</p>



<p class="wp-block-paragraph">Personally, I think the potential for Nvidia is huge. If the company can achieve (or even get close to) some of the earnings forecasts that I&#8217;ve seen, its stock looks remarkably cheap to me. Its new Vera Rubin chip is massively more powerful than its current Blackwell version. And the group&#8217;s venture capital arm is investing heavily in <em>&#8220;technology visionaries solving complex problems&#8221;.</em></p>



<p class="wp-block-paragraph">Inevitably, Nvidia would be caught in the fallout from a stock market crash. But over the long term, I’m sure the demand for semi-conductors will rise massively. The company’s been described as the least replaceable in the industry. I agree. That’s why I think it’s a stock to consider.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/05/could-the-stock-market-really-crash-by-57/">Could the stock market really crash by 57%?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>How Nvidia stock could hit $284 in 2026</title>
                <link>https://stage2026.twelfthmagpie.com/2026/05/04/how-nvidia-stock-could-hit-284-in-2026/</link>
                                <pubDate>Mon, 04 May 2026 07:36:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1685011</guid>
                                    <description><![CDATA[<p>Edward Sheldon's crunched the numbers and believes that Nvidia stock has the potential to climb significantly higher quite soon.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/04/how-nvidia-stock-could-hit-284-in-2026/">How Nvidia stock could hit $284 in 2026</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph"><strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ: NVDA</a>) stock experienced a powerful move higher recently. Since late March, it&#8217;s surged from $165 to around $210 – a gain of nearly 30%.</p>



<p class="wp-block-paragraph">I think it has the potential to go much higher in the medium term though. Here’s a look at how it could potentially rise to $284 in 2026.</p>



<h2 class="wp-block-heading" id="h-expect-strong-growth">Expect strong growth</h2>



<p class="wp-block-paragraph">Nvidia’s growth in the near term is likely to be very strong. We know this because hyperscalers such as <strong>Amazon</strong> and <strong>Microsoft </strong>have announced that they will be spending over $600bn on artificial intelligence (AI) capex this year alone. A large chunk of this is likely to find its way into Nvidia’s coffers. Because its AI chips are deemed best-in-class.</p>



<p class="wp-block-paragraph">Another reason we know that growth&#8217;s likely to be strong is that CEO Jensen Huang recently told investors that the company is expecting a whopping $1trn in Blackwell (its current generation AI chip) and Rubin (the next generation chip) platform sales through 2027. To put this in perspective, the company’s sales last financial year were $216bn, so that forecast is huge.</p>



<h2 class="wp-block-heading" id="h-a-share-price-projection">A share price projection</h2>



<p class="wp-block-paragraph">Now, for this financial year ending 31 January 2027 (FY27), analysts expect the chip powerhouse to generate earnings per share (EPS) of $8.28 (versus $4.92 last year). That means at today’s share price of $210, we’re looking at a forward-looking <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) ratio of about 25.4 (which isn&#8217;t high at all, given the level of growth).</p>



<p class="wp-block-paragraph">Next financial year however, analysts expect EPS of $11.20. So what if we take that EPS forecast and apply the same P/E ratio of 25.4? Well, we get a potential share price of $284. That’s about 35% higher than the current price.</p>



<p class="wp-block-paragraph">In other words, assuming that Nvidia’s earnings multiple stays at roughly 25.4, the stock could rise significantly as investors start to anticipate earnings for FY28. With a bit of patience, investors could see fantastic gains.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<h2 class="wp-block-heading" id="h-is-it-worth-a-look-today">Is it worth a look today?</h2>



<p class="wp-block-paragraph">Now, of course, there are no guarantees that earnings forecasts will be accurate – companies could reduce their spending on Nvidia’s chips (competition from companies like Amazon and <strong>Alphabet</strong> is rising). There are also no guarantees that the earnings multiple will stay the same for the rest of the year (it could fall if the market falls or investors start to anticipate less growth).</p>



<p class="wp-block-paragraph">So my share price forecast could turn out to be way off the mark. However, I don’t think $284 is a crazy estimate. That&#8217;s because Nvidia&#8217;s actually lagged a number of other AI infrastructure stocks this year (<strong>AMD</strong> and <strong>Marvell</strong> are up more than 50% while Nvidia&#8217;s only up around 10%).</p>



<p class="wp-block-paragraph">If it was to play catch up, I wouldn’t be surprised to see it rise to near $300 (note that several Wall Street <a href="https://stage2026.twelfthmagpie.com/investing-basics/understanding-the-market/broker-forecasts/">analysts</a> have price targets of $300 or above).</p>



<p class="wp-block-paragraph">Personally though, I’m targeting a share price of $250 first. That’s where I see the stock heading in the months ahead (assuming no market meltdown or major negative news).</p>



<p class="wp-block-paragraph">Given my bullish forecast, I believe the stock&#8217;s worth considering.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/05/04/how-nvidia-stock-could-hit-284-in-2026/">How Nvidia stock could hit $284 in 2026</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>Up 28% in under a month, is Nvidia stock taking off again?</title>
                <link>https://stage2026.twelfthmagpie.com/2026/04/27/up-28-in-under-a-month-is-nvidia-stock-taking-off-again/</link>
                                <pubDate>Mon, 27 Apr 2026 15:20:00 +0000</pubDate>
                <dc:creator><![CDATA[Christopher Ruane]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1683046</guid>
                                    <description><![CDATA[<p>Close to an all-time high, our writer still sees many things to like about Nvidia stock. But is the current valuation one of them?</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/27/up-28-in-under-a-month-is-nvidia-stock-taking-off-again/">Up 28% in under a month, is Nvidia stock taking off again?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">For a while, it seemed as if US chip giant <strong>Nvidia </strong>(<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ: NVDA</a>) was dominating much investor discussion. But lately, Nvidia stock has not received quite the level of attention it was previously.</p>



<p class="wp-block-paragraph">But it is up 28% in less than a month and is now close to its all-time high. It is also the world’s most valuable listed company, by market capitalisation.</p>



<p class="wp-block-paragraph">What is going on – and might now be the time to buy some Nvidia stock for my portfolio, in the hope that the latest surge is only the start of a long-term price increase?</p>



<h2 class="wp-block-heading" id="h-massive-value-creation-without-earnings-news">Massive value creation without earnings news</h2>



<p class="wp-block-paragraph">That 28% gain means that Nvidia has added over $1trn (yes <span style="text-decoration: underline">trillion</span>, not billion or million!) of market capitalisation in under a month.</p>



<p class="wp-block-paragraph">But here is the thing – it has not issued any financial results during the past month that could help explain such a booming stock price.</p>



<p class="wp-block-paragraph">There has been other news, however, that could potentially impact the long-term financial performance of the business.</p>



<p class="wp-block-paragraph">For example, over the past few weeks, Nvidia has announced a strategic partnership with <strong>Marvell Technology</strong>, and launched <em>Ising</em>, a daftly named family of <a href="https://stage2026.twelfthmagpie.com/investing-basics/market-sectors/investing-in-tech-stocks-in-the-uk/">open source quantum AI models</a>. Such initiatives could help the company increase its revenues over time: the Ising on the cake?</p>



<p class="wp-block-paragraph">Still, Nvidia stock was hardly cheap a month ago – and I do not think recent product and service announcements can merit another trillion dollars plus of market cap. The tech giant now sells for <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">43 times earnings</a>.</p>



<h2 class="wp-block-heading" id="h-watching-history-in-the-making">Watching history in the making</h2>



<p class="wp-block-paragraph">In fairness, Nvidia is an unusual company.</p>



<p class="wp-block-paragraph">Very few firms see their stock price grow <span style="text-decoration: underline">1,291</span>% in five years. Nvidia has.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p class="wp-block-paragraph">Seeing the already valuable business surge so dramatically, becoming the most valuable listed company in history, we are witnessing stock market history.</p>



<p class="wp-block-paragraph">But could it be that that momentum – and ongoing US market bullishness despite mounting geopolitical and economic uncertainty – help explain Nvidia stock’s recent surge more than business fundamentals?</p>



<h2 class="wp-block-heading" id="h-i-d-love-to-invest-but-not-now">I’d love to invest – but not now</h2>



<p class="wp-block-paragraph">It may be. </p>



<p class="wp-block-paragraph">Indeed, Nvidia is not the only US chip firm that has been riding high lately: <strong>Intel</strong> stock yesterday (27 April) hit an all-time high, having more than quadrupled over the past year.</p>



<p class="wp-block-paragraph">On the other hand, as companies continue to spend lavishly scaling up their AI capabilities, Nvidia looks set to keep growing.</p>



<p class="wp-block-paragraph">Consider its most recently quarterly performance as an example. Revenue was an all-time record, growing 68% compared to the same quarter a year before. It was already $39bn then (also a record at that point).</p>



<p class="wp-block-paragraph">Growing revenue 68% is typically an impressive feat – but especially when the baseline is already so high.</p>



<p class="wp-block-paragraph">With AI demand holding up for now, Nvidia’s proprietary technology and large installed client base could help it keep increasing revenues and earnings. If that happens, Nvidia stock could grow even from here.</p>



<p class="wp-block-paragraph">But the current valuation leaves little room for underpeformance by the business. Economic weakness could force firms to cut back on their current high levels of AI spending.</p>



<p class="wp-block-paragraph">There is also a risk that a rival could dramatically undercut Nvidia on price for a product that offers many of the same benefits.</p>



<p class="wp-block-paragraph">I prefer more margin of safety. So although I like the Nvidia business, I am not prepared to invest at the current stock price.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/27/up-28-in-under-a-month-is-nvidia-stock-taking-off-again/">Up 28% in under a month, is Nvidia stock taking off again?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>With a forward P/E of 24.4, this US phenomenon looks incredibly cheap to me!</title>
                <link>https://stage2026.twelfthmagpie.com/2026/04/26/with-a-forward-p-e-of-24-4-this-us-phenomenon-looks-incredibly-cheap-to-me/</link>
                                <pubDate>Sun, 26 Apr 2026 07:59:00 +0000</pubDate>
                <dc:creator><![CDATA[James Beard]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[Value Shares]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1681367</guid>
                                    <description><![CDATA[<p>Trading at less than 25 times earnings, James Beard reckons this is one of the cheapest stocks around. And it’s staring us all in the face.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/26/with-a-forward-p-e-of-24-4-this-us-phenomenon-looks-incredibly-cheap-to-me/">With a forward P/E of 24.4, this US phenomenon looks incredibly cheap to me!</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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<p class="wp-block-paragraph"><strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ:NVDA</a>) hardly flies under the radar and yet I reckon the tech giant’s stock looks amazingly cheap at the moment.</p>



<p class="wp-block-paragraph">Don’t believe me? Well, here’s my reasoning.</p>



<h2 class="wp-block-heading" id="h-cheap-as-chips">Cheap as chips?</h2>



<p class="wp-block-paragraph">For the year ended 25 January 2026 (FY26), Nvidia reported diluted earnings per share (EPS) of $4.90, 67% higher than for FY25.</p>



<p class="wp-block-paragraph">Based on its current (24 April) stock price of $199, it means the chip-maker has a <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings (P/E) ratio</a> of 40.6. And despite growing so rapidly, its <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/the-peg-ratio/">price-to-earnings growth ratio</a> is 0.6, comfortably below the benchmark of one when looking for undervalued stocks.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="2021-04-26" data-end-date="" data-comparison-value=""></div>



<p class="wp-block-paragraph">However, it’s the future that really matters.</p>



<p class="wp-block-paragraph">Looking ahead, the consensus of analysts is for massive EPS growth over the next three years:</p>



<ul class="wp-block-list">
<li>$8.17 (FY27).</li>



<li>$10.77 (FY28).</li>



<li>$13.24 (FY29).</li>
</ul>



<p class="wp-block-paragraph"></p>



<p class="wp-block-paragraph">Using these figures, the forward P/E ratio drops to 24.4 (FY27), 18.4 (FY28), and 15 (FY29).</p>



<p class="wp-block-paragraph">For a company that’s so embedded in the artificial intelligence (AI) revolution &#8212; and one that’s growing rapidly – earnings multiples like these suggest Nvidia&#8217;s stock is astonishingly cheap at the moment.</p>



<blockquote class="wp-block-quote is-layout-flow wp-block-quote-is-layout-flow">
<p class="wp-block-paragraph"><em>Nvidia&#8217;s claimed benefits&#8230; are so good that even when the competitor&#8217;s chips are free, it&#8217;s not cheap enough.</em></p>



<p class="wp-block-paragraph">Jensen Huang, CEO Nvidia</p>
</blockquote>



<p class="wp-block-paragraph">And I don’t appear to be the only one who thinks it&#8217;s undervalued.</p>



<p class="wp-block-paragraph">Of 70 Wall Street analysts, 65 have given the stock a Buy rating, four say Hold, and just one recommends Sell. Their 12-month price targets range from $140-$380, with a median of $268.</p>



<p class="wp-block-paragraph">Could so many &#8216;experts&#8217; be wrong?</p>



<h2 class="wp-block-heading" id="h-never-make-predictions-especially-about-the-future">Never make predictions, especially about the future</h2>



<p class="wp-block-paragraph">Of course, nobody knows for sure how AI’s going to impact our lives over the next few years. However, the direction of travel is clear. Billions are being spent on data centres, hardware and other infrastructure.</p>



<p class="wp-block-paragraph">But Nvidia still faces a number of challenges. If AI spending slows then the group will be affected.</p>



<p class="wp-block-paragraph">And it’s potentially a victim of its own success. Because it continues to deliver such impressive numbers, expectations continue to rise. When the market starts to cool (as history suggests it will) investors could take fright.</p>



<p class="wp-block-paragraph">In January 2025, over $600bn was wiped off Nivida’s market-cap after DeepSeek claimed it had developed a high-performance AI model at a fraction of the cost of Western rivals. </p>



<p class="wp-block-paragraph">Brian Jacobsen, chief economist at Annex Wealth Management, said at the time: &#8220;<em>It could mean less demand for chips&#8230; and less need for large-scale data centres</em>&#8220;.</p>



<h2 class="wp-block-heading" id="h-what-does-this-all-mean">What does this all mean?</h2>



<p class="wp-block-paragraph">Personally, I think these fears are overblown. Nvidia&#8217;s been described as the least replaceable company in the sector. Its chips and systems architecture are integral to AI’s continuing growth, no matter how the industry evolves.</p>



<p class="wp-block-paragraph">And by continuing to invest heavily, it’s not resting on its laurels. The group’s Vera Rubin platform is expected to deliver up to five times the performance of its existing chips. Production&#8217;s due to start in the second half of 2026.</p>



<p class="wp-block-paragraph">The group’s CEO, Jensen Huang, reckons it could reach $1trn of revenue by FY27 and achieve sales of $3trn &#8220;<em>in the near future</em>&#8220;. For context, revenue was $215bn in FY26.</p>



<p class="wp-block-paragraph">For these reasons, I think the stock&#8217;s in bargain territory. And despite Nvidia having close to a $5trn stock market valuation, I believe it’s still worth considering.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/26/with-a-forward-p-e-of-24-4-this-us-phenomenon-looks-incredibly-cheap-to-me/">With a forward P/E of 24.4, this US phenomenon looks incredibly cheap to me!</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>1 big question to ask when thinking about what Nvidia stock could be worth</title>
                <link>https://stage2026.twelfthmagpie.com/2026/04/24/1-big-question-to-ask-when-thinking-about-what-nvidia-stock-could-be-worth/</link>
                                <pubDate>Fri, 24 Apr 2026 15:03:00 +0000</pubDate>
                <dc:creator><![CDATA[Christopher Ruane]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1681310</guid>
                                    <description><![CDATA[<p>Christopher Ruane likes the look of the Nvidia business. But when it comes to its stock price, he's taking a tip from Warren Buffett.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/24/1-big-question-to-ask-when-thinking-about-what-nvidia-stock-could-be-worth/">1 big question to ask when thinking about what Nvidia stock could be worth</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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<p class="wp-block-paragraph">Sometimes a stock comes along that really divides a lot of investors. <strong>Tesla</strong> is an example. Another is chip giant <strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ: NVDA</a>). Some look at Nvidia stock and see a potential bargain, despite its $4.9trn market capitalisation. Others think it is wildly overvalued due to an AI-fuelled boom in demand for chips that will not last.</p>



<p class="wp-block-paragraph">Personally I like Nvidia’s business model, but do have concerns about its valuation. Currently, the share price is 41 times earnings.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p class="wp-block-paragraph">There are a couple of questions I ask myself whenever assessing whether it might be the time to add some Nvidia stock to my portfolio. Although I think about valuation of course, that is itself affected by those questions.</p>



<h2 class="wp-block-heading" id="h-the-one-and-only">The one and only?</h2>



<p class="wp-block-paragraph">The first question is a fairly simple one: how big will the market for chips be? If it stays where it is, or even gets bigger as companies scale up their AI investment, fine.</p>



<p class="wp-block-paragraph">My concern would be if it was to collapse because having spent billions on building AI infrastructure companies decide they are not getting sufficient return on capital. Such a scenario could happen. But I tend to think that, over the coming few years, the chip market will remain huge and indeed likely to expand not contract.</p>



<p class="wp-block-paragraph">The second question is therefore the one that weighs most on my mind when it comes to Nvidia stock: what can the company do that its rivals cannot?</p>



<h2 class="wp-block-heading" id="h-why-a-moat-matters">Why a moat matters</h2>



<p class="wp-block-paragraph">In other words, to borrow an expression from legendary investor <a href="https://stage2026.twelfthmagpie.com/investing-basics/great-investors/warren-buffett/">Warren Buffett</a>, what is Nvidia’s “<em>moat</em>”?</p>



<p class="wp-block-paragraph">The company may only have come onto many investors’ radars in the past few years, but in fact it has been around for decades. It has also been a technological innovator for decades.</p>



<p class="wp-block-paragraph">The upshot is that Nvidia has developed technology that no other company has and, thanks to patents, can protect it. That is a classic Buffett-style moat.</p>



<p class="wp-block-paragraph">Customers are not flocking to Nvidia to buy its costly chips in droves out of kindness. The company’s record revenue of $68bn in its most recent quarter – 73% higher than in the same quarter one year before – was not a stroke of luck. Rather, Nvidia has what companies seeking to build out AI infrastructure at scale has – and they are willing to pay for it.</p>



<p class="wp-block-paragraph">Such strength gives the company pricing power. It recorded net income of $43bn on that $68bn of revenues. That 63% <a href="https://stage2026.twelfthmagpie.com/investing-basics/understanding-company-accounts/the-profit-and-loss-account/">gross profit margin</a> is something most businesses could only dream of.</p>



<h2 class="wp-block-heading" id="h-i-m-sitting-out-for-now">I’m sitting out, for now</h2>



<p class="wp-block-paragraph">If Nvidia’s technological lead holds, it may potentially keep growing revenues and earnings at a strong clip. That could support an even higher valuation for Nvidia stock.</p>



<p class="wp-block-paragraph">But that might not happen. Rivals are investing heavily in research and development. </p>



<p class="wp-block-paragraph">The tech development cycle often involves a dominant player either getting leapfrogged on technology, or dramatically undercut on price for a product that while not as good is deemed by many customers to be good enough, given the price differential.</p>



<p class="wp-block-paragraph">The current Nvidia stock price does not offer me sufficient margin of safety to reflect that risk, I feel. So I will not be investing for now.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/24/1-big-question-to-ask-when-thinking-about-what-nvidia-stock-could-be-worth/">1 big question to ask when thinking about what Nvidia stock could be worth</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>Is the Nvidia share price heading for trouble as AI datacentres face delays and cancellations?</title>
                <link>https://stage2026.twelfthmagpie.com/2026/04/15/is-the-nvidia-share-price-headed-for-trouble-as-ai-datacentres-face-delays-and-cancellations/</link>
                                <pubDate>Wed, 15 Apr 2026 06:26:00 +0000</pubDate>
                <dc:creator><![CDATA[Mark Hartley]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1675218</guid>
                                    <description><![CDATA[<p>Mark Hartley weighs up the impact that datacentre delays and a growing AI bubble could have on the Nvidia share price going forward.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/15/is-the-nvidia-share-price-headed-for-trouble-as-ai-datacentres-face-delays-and-cancellations/">Is the Nvidia share price heading for trouble as AI datacentres face delays and cancellations?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">It&#8217;s no secret that the <strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ: NVDA</a>) share price relies heavily on artificial intelligence (AI) spending. As the chipmaker that powers most datacentres, its fortunes are closely tied to the technology&#8217;s success.</p>



<p class="wp-block-paragraph">But with 30%-50% of planned US data warehouses now delayed or scrapped, how exposed is the world&#8217;s largest company?</p>



<h2 class="wp-block-heading" id="h-estimating-the-impact">Estimating the impact</h2>



<p class="wp-block-paragraph">The question now is not just whether the AI bubble&#8217;s cooling, but how much damage that could do to Nvidia’s growth story?</p>



<p class="wp-block-paragraph">On the plus side, the business is still firing on all cylinders. In fiscal 2026, it pulled in $215.9bn of revenue, up 65% from the year before. Datacentre sales alone hit $62.3bn in the last quarter, making up over 90% of total revenue. That&#8217;s not just growth &#8212; it&#8217;s dominance in the AI hardware market.</p>



<p class="wp-block-paragraph">Profit margins are also impressive, with datacentre gross margins running above 70% in recent quarters. The company generates huge free cash flow, which it can reinvest in new chips, supply lines and partnerships. That all underpins the current valuation.</p>



<p class="wp-block-paragraph">But the bubble isn&#8217;t the only issue.</p>



<h2 class="wp-block-heading" id="h-priced-for-success">Priced for success</h2>



<p class="wp-block-paragraph">Even before the talk of cancelled data centers, Nvidia’s share price was already expensive. The stock trades at a trailing <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/" target="_blank" rel="noreferrer noopener">price-to-earnings</a> (P/E) ratio around 38, and its market-cap of roughly $4.58trn makes it the most valuable in the world.</p>



<p class="wp-block-paragraph">But that valuation assumes datacentre demand keeps rising, not stabilising or falling. If nearly half of planned US datacenters are delayed or cancelled, as reported, that could decimate growth expectations. Power constraints and supply bottlenecks compounded by local opposition mean some projects may never even leave the drawing board.</p>



<p class="wp-block-paragraph">High‑profile examples include the expansion of OpenAI&#8217;s Stargate project in Texas, which has reportedly been halted due to high costs and limited demand.</p>



<h2 class="wp-block-heading" id="h-better-options">Better options?</h2>



<p class="wp-block-paragraph">Considering the already stratospheric valuation and the risk of slower datacentre spending, Nvidia&#8217;s appeal is weakening. A big dip in orders or margins could hurt the share price, especially given how much optimism is priced in.</p>



<p class="wp-block-paragraph">So for investors looking to shift away from AI, what else looks appealing in the US right now? <strong>S&amp;P 500</strong> leaders such as <strong>Alphabet</strong>, <strong>Amazon</strong>, <strong>Apple</strong> and <strong>Meta</strong> are at risk from similar AI exposure. Even supermarket giant <strong>Walmart</strong> has become heavily reliant on AI in the past year.</p>



<p class="wp-block-paragraph">But there is one under-the-radar US tech stock that looks attractive right now: <strong>Autodesk</strong>. Famous for its design software AutoCAD, it also develops software for engineering, transport industrial machinery and digital media.</p>


<div class="tmf-chart-singleseries" data-title="Autodesk Inc. Price" data-ticker="NASDAQ:ADSK" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>



<p class="wp-block-paragraph">With a <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/return-on-equity-and-return-on-capital-employed/" target="_blank" rel="noreferrer noopener">return on equity</a> (ROE) of 39.7% and a forward P/E ratio of 17.6, it’s both highly profitable and undervalued. The price has slipped 15% in the past year but revenue&#8217;s up 17.8% and the average 12-month analyst forecast eyes a 51.9% price increase.</p>



<p class="wp-block-paragraph">I&#8217;m not suggesting it&#8217;ll be the next Nvidia, but with the AI bubble looking stretched, it may be a safer option.&nbsp;</p>



<h2 class="wp-block-heading" id="h-final-thoughts">Final thoughts</h2>



<p class="wp-block-paragraph">For a cautious investor, the answer isn&#8217;t necessarily buy or sell, rather smart allocation and diversification. Nvidia&#8217;s still worth considering, but rather as a satellite holding than a core portfolio pick.</p>



<p class="wp-block-paragraph">Meanwhile, more stable, less AI-exposed options like AutoDesk can help reduce volatility risk.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/15/is-the-nvidia-share-price-headed-for-trouble-as-ai-datacentres-face-delays-and-cancellations/">Is the Nvidia share price heading for trouble as AI datacentres face delays and cancellations?</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>2 world-class S&#038;P 500 stocks down 11% and 32% to consider buying</title>
                <link>https://stage2026.twelfthmagpie.com/2026/04/13/2-world-class-sp-500-stocks-down-11-and-32-to-consider-buying/</link>
                                <pubDate>Mon, 13 Apr 2026 11:10:46 +0000</pubDate>
                <dc:creator><![CDATA[Ben McPoland]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1674863</guid>
                                    <description><![CDATA[<p>Searching for stocks to buy for an ISA in April? Our writher thinks these excellent growth shares are worth a look on the dip. </p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/13/2-world-class-sp-500-stocks-down-11-and-32-to-consider-buying/">2 world-class S&amp;P 500 stocks down 11% and 32% to consider buying</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
]]></description>
                                                                                            <content:encoded><![CDATA[
<p class="wp-block-paragraph">The best stocks to buy are often high-quality ones that have fallen and are therefore cheaper than they were. Recently, many tech shares have seen significant drawdowns due to uncertainty about the direction of interest rates and AI disruption.</p>



<p class="wp-block-paragraph">Therefore, this area could be fertile waters for long-term investors to fish in. Here are two high-quality <strong>S&amp;P 500</strong> stocks to consider.</p>



<h2 class="wp-block-heading" id="h-nvidia">Nvidia </h2>



<p class="wp-block-paragraph">After skyrocketing in 2023 and 2024 following the release of ChatGPT, <strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ:NVDA</a>) stock has produced more muted returns lately. In fact, its flat since August 2025 and 11% off an all-time high.</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="2021-04-13" data-end-date="2026-04-13" data-comparison-value=""></div>



<p class="wp-block-paragraph">That dip might not seem much. But the AI GPU and chip king continues to grow at a torrid pace, with <a href="https://stage2026.twelfthmagpie.com/investing-basics/understanding-the-market/broker-forecasts/">Wall Street analysts</a> expecting revenue to surge <span style="text-decoration: underline">71%</span> to $369bn this year. This should see net profit top $200bn.</p>



<p class="wp-block-paragraph">As such, the valuation now looks cheap. We have a forward <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) ratio of 23, which isn&#8217;t much more than the estimate for the <strong>S&amp;P 500</strong>. It&#8217;s rare to find a world-class company trading at an average valuation while still growing tremendously.</p>



<p class="wp-block-paragraph">Turning to next year, the forward-looking P/E multiple drops to 17. Then just 14.5 times the year after.</p>



<p class="wp-block-paragraph">So, what&#8217;s the catch? Well, rising competition appears to be one key concern. Many of Nvidia&#8217;s giant tech customers are designing their own chips to reduce reliance and try to cut costs. This risk is worth monitoring.</p>



<p class="wp-block-paragraph">However, Nvidia&#8217;s products remain best-in-class, with CEO Jensen Huang seeing $1trn worth of orders for its Blackwell and Vera Rubin chips through 2027. The Vera Rubin processor will offer a 10x reduction in cost per token compared to Blackwell, supercharging the AI agentic age.</p>



<p class="wp-block-paragraph">Looking further out, Nvidia&#8217;s also perfectly placed to underpin the physical AI revolution (self-driving vehicles, humanoid robots, and more).</p>



<h2 class="wp-block-heading" id="h-crowdstrike">CrowdStrike </h2>



<p class="wp-block-paragraph">Former FBI Director Robert Mueller once said: “<em>There are only two types of companies: those that have been hacked and those that will be hacked</em>.” Unfortunately, I think he was right, especially as AI capabilities advance rapidly.</p>



<p class="wp-block-paragraph">Enter <strong>CrowdStrike</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-crwd/">NASDAQ:CRWD</a>). The pureplay cybersecurity company&#8217;s Falcon platform uses AI and machine learning to detect, prevent, and respond to threats in real-time. </p>



<p class="wp-block-paragraph">CrowdStrike estimates its total addressable market could surge to as much as $300bn by 2030, up from roughly $145bn this year. In fiscal 2026, which ended 31 January, the company&#8217;s annual recurring revenue (ARR) jumped 24% to $5.25bn.</p>



<p class="wp-block-paragraph">Meanwhile, 50% of its customers are now using six or more of its cybersecurity modules, up from 39% three years ago. This shows how it&#8217;s successfully upselling products as cyber threats multiply.   </p>



<p class="wp-block-paragraph">So, why has the stock crashed 32% in five months? </p>


<div class="tmf-chart-singleseries" data-title="Crowdstrike Holdings Inc - Class A Price" data-ticker="NASDAQ:CRWD" data-range="5y" data-start-date="2021-04-13" data-end-date="2026-04-13" data-comparison-value=""></div>



<p class="wp-block-paragraph">One recent catalyst was the development of Claude Mythos by AI firm Anthropic. It claims this powerful model demonstrated an unprecedented ability to autonomously exploit software vulnerabilities. A cyber breach is always a risk for CrowdStrike. </p>



<p class="wp-block-paragraph">Also, even after the pullback, the forward price-to-sales ratio is a lofty 16. While I wouldn&#8217;t load up on CrowdStrike due to the rich valuation, I still think it&#8217;s worth considering as a best-in-class cybersecurity stock for a diversified portfolio.</p>



<p class="wp-block-paragraph">CEO George Kurtz is clear on the opportunity: &#8220;<em>As enterprises rapidly adopt AI, CrowdStrike is mission-critical infrastructure &#8212; securing AI across every layer from GPU to agent to prompt. The AI revolution is creating a massive growth opportunity for&nbsp;CrowdStrike</em>.&#8221; <br></p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/13/2-world-class-sp-500-stocks-down-11-and-32-to-consider-buying/">2 world-class S&amp;P 500 stocks down 11% and 32% to consider buying</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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                                <title>Get ready for Nvidia stock’s next move higher</title>
                <link>https://stage2026.twelfthmagpie.com/2026/04/13/get-ready-for-nvidia-stocks-next-move-higher/</link>
                                <pubDate>Mon, 13 Apr 2026 07:36:00 +0000</pubDate>
                <dc:creator><![CDATA[Edward Sheldon, CFA]]></dc:creator>
                		<category><![CDATA[Investing Articles]]></category>
		<category><![CDATA[US Stock]]></category>

                <guid isPermaLink="false">https://stage2026.twelfthmagpie.com/?p=1674333</guid>
                                    <description><![CDATA[<p>Nvidia stock has traded sideways over the last six months. But Wall Street analysts are convinced that it’s about to move higher.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/13/get-ready-for-nvidia-stocks-next-move-higher/">Get ready for Nvidia stock’s next move higher</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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<p class="wp-block-paragraph"><strong>Nvidia</strong> (<a class="tickerized-link" href="https://stage2026.twelfthmagpie.com/tickers/nasdaq-nvda/">NASDAQ: NVDA</a>) stock has paused for breath recently. Had you invested in the chip designer six months ago, you wouldn’t have seen a material profit yet.</p>



<p class="wp-block-paragraph">I think it’s only a matter of time until the growth stock enjoys its next move upward, however. So, now could be a good time to get positioned for a potential rally.</p>



<h2 class="wp-block-heading" id="h-the-growth-story-s-still-intact">The growth story’s still intact</h2>



<p class="wp-block-paragraph">While Nvidia’s share price has gone nowhere over the last six months, the growth story here is still very much intact. This financial year (ending 31 January 2027), for example, <a href="https://stage2026.twelfthmagpie.com/investing-basics/understanding-the-market/broker-forecasts/">analysts</a> see Nvidia’s revenues hitting $366bn – 69% higher than the figure for the last financial year.</p>



<p class="wp-block-paragraph">Earnings per share are projected to hit $8.26 versus $4.77 last year (+73%). These are incredible growth numbers for a company of Nvidia’s size ($4.5trn).</p>


<div class="tmf-chart-singleseries" data-title="NVIDIA Corp Price" data-ticker="NASDAQ:NVDA" data-range="5y" data-start-date="" data-end-date="" data-comparison-value=""></div>




<p class="wp-block-paragraph">I’ll point out that these are just projections. And they may not come to fruition.</p>



<p class="wp-block-paragraph">Yet looking at recent developments here, there’s a lot to be excited about. Right now, this company has a huge amount of momentum.</p>



<h2 class="wp-block-heading" id="h-major-catalysts">Major catalysts </h2>



<p class="wp-block-paragraph">For instance, late last year, the company formed a partnership with AI powerhouse Anthropic. It’s Anthropic’s Claude Models that are rapidly disrupting the software space and the white collar work environment.</p>



<p class="wp-block-paragraph">More recently, the company signed a partnership with cloud computing giant <strong>Amazon</strong>. This will see Amazon’s AWS unit buy 1m GPUs (along with a host of other AI offerings) by 2027.</p>



<p class="wp-block-paragraph">We also had Nvidia’s GTC conference recently. Here, CEO Jensen Huang unveiled the company’s new AI platform (Vera Rubin) and said that he expects $1trn in revenue between this and current generation Blackwell chips through 2027.</p>



<p class="wp-block-paragraph">One other thing worth highlighting is a recent CNBC interview with Huang. Here, he said that the company is winning a ton of customers <span style="text-decoration: underline">outside</span> the hyperscalers.</p>



<p class="wp-block-paragraph">In other words, regular companies are buying Nvidia’s GPUs to power their own AI programmes. These companies now represent 40% of the group’s business, meaning that its customer base is becoming more diversified.</p>



<p class="wp-block-paragraph">Note that Huang thinks that the market is “<em>missing several things about Nvidia</em>”. He believes that investors are incorrectly assuming that all growth is priced in.</p>



<p class="wp-block-paragraph">Looking at the valuation, it’s easy to see why this is his view. Currently, the stock is trading on a <a href="https://stage2026.twelfthmagpie.com/investing-basics/how-to-value-shares/pe-ratio/">price-to-earnings</a> (P/E) ratio of just 22.</p>



<h2 class="wp-block-heading" id="h-time-to-consider-buying">Time to consider buying?</h2>



<p class="wp-block-paragraph">Of course, we don’t know what’s going to happen with this stock in the near term. Short-term movements in the stock market are very hard to predict.</p>



<p class="wp-block-paragraph">We could see competitors release new products or do deals that weaken investor sentiment towards Nvidia. Alternatively, we could see a market crash that drags everything down.</p>



<p class="wp-block-paragraph">Taking a one-to-three-year view, however, I think there’s a good chance that Nvidia will experience another move higher. Analysts seem to agree – the average 12-month price target is about $268 at present (more than 40% above today’s share price).</p>



<p class="wp-block-paragraph">So, for those who don’t own it, now could be a good time to consider buying. For those that do, now could be a good time to size the position optimally to benefit from a potential move higher.</p>
<p>The post <a href="https://stage2026.twelfthmagpie.com/2026/04/13/get-ready-for-nvidia-stocks-next-move-higher/">Get ready for Nvidia stock’s next move higher</a> appeared first on <a href="https://stage2026.twelfthmagpie.com">The Twelfth Magpie</a>.</p>
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