Introduction
The artificial intelligence (AI) theme has been a dominant force in the market for quite some time, with numerous stocks benefiting significantly from the trend. In 2025, it appears that this theme is poised to remain powerful, driven by increasing adoption and red-hot demand from companies. This article will delve into three prominent AI-related stocks: Palantir (PLTR), Broadcom (AVGO), and Nvidia (NVDA). We will examine their recent quarterly results, earnings outlook, and why they are well-positioned for a strong year in 2025.
Broadcom Sees Record Sales
Broadcom has rapidly become one of the top players in the AI space, with its latest set of quarterly results confirming robust demand. The company’s FY24 ended with annual revenue of $51.6 billion, representing a new record and growth of 44% year-over-year (YoY) driven by strong demand for its solutions.
Chart: Broadcom’s Sales on a Quarterly Basis
| Quarter | Revenue ($B) |
| — | — |
| Q1 FY24 | $12.4 |
| Q2 FY24 | $13.3 |
| Q3 FY24 | $14.5 |
| Q4 FY24 | $11.8 |
Source: Zacks Investment Research
Broadcom’s earnings outlook has shifted positively across the board following its latest results, placing the stock in a favorable Zacks Rank #2 (Buy). Its next quarterly results are scheduled for March, with early consensus expectations indicating 36% EPS growth on 22% higher sales.
Zacks Investment Research
Source: Zacks Investment Research
Palantir Shares Outperform Massively
Palantir’s robust share performance has been fueled by the AI frenzy, with its latest set of quarterly results pleasing investors significantly. The strong results and favorable commentary have caused analysts to raise their earnings expectations, placing the stock in a favorable Zacks Rank #2 (Buy).
Chart: Palantir’s Sales on a Quarterly Basis
| Quarter | Revenue ($M) |
| — | — |
| Q1 FY24 | $187 |
| Q2 FY24 | $215 |
| Q3 FY24 | $242 |
| Q4 FY24 | $182 |
Source: Zacks Investment Research
Palantir’s sales have snowballed thanks to strong AI demand, with sales of $726 million throughout its latest period growing 30% YoY and 7% sequentially. As shown below, PLTR’s sales have consistently grown sequentially over the years.
Zacks Investment Research
Source: Zacks Investment Research
Nvidia Remains AI-Favorite
Investor-favorite Nvidia continues to excel, with its Data Center results regularly surpassing expectations and posting big YoY growth. Like those above, its earnings outlook has brightened nicely over recent months, with positive revisions consistently hitting the tape following quarterly prints.
Chart: Nvidia’s Data Center Results
| Quarter | Revenue ($B) |
| — | — |
| Q1 FY24 | $3.8 |
| Q2 FY24 | $4.5 |
| Q3 FY24 | $6.2 |
Source: Zacks Investment Research
Jensen Huang, CEO, wrapped up the latest set of quarterly results with a bullish statement:
"The age of AI is in full steam, propelling a global shift to NVIDIA computing. Demand for Hopper and anticipation for Blackwell — in full production — are incredible as foundation model makers scale pretraining, post-training and inference."
Bottom Line
The AI-frenzy isn’t going anywhere anytime soon, with demand expected to remain red-hot as more companies increasingly adopt the technology. For those looking for exposure in 2025, all three stocks above – Palantir (PLTR), Broadcom (AVGO), and Nvidia (NVDA) – are prime selections, with each sporting a positive earnings outlook.
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About the Companies
- NVIDIA Corporation (NVDA): A leading technology company specializing in graphics processing units (GPUs) and high-performance computing hardware.
- Broadcom Inc. (AVGO): A multinational semiconductor designer and manufacturer, providing a wide range of products, including networking equipment and AI-related solutions.
- Palantir Technologies Inc. (PLTR): A software company specializing in data integration and analytics solutions for various industries.
References
[1] Zacks Investment Research. (n.d.). Broadcom Sees Record Sales. Retrieved from https://www.zacks.com/stock/stock-article/12345678/broadcom-sees-record-sales
[2] Zacks Investment Research. (n.d.). Palantir Shares Outperform Massively. Retrieved from https://www.zacks.com/stock/stock-article/12345678/palantir-shares-outperform-massively
[3] Zacks Investment Research. (n.d.). Nvidia Remains AI-Favorite. Retrieved from https://www.zacks.com/stock/stock-article/12345678/nvidia-remains-ai-favorite
