Marsh & McLennan’s shares have gained 16.1% over the past year compared with the Zacks Insurance Broker industry’s rise of 20.6%. (You can read the full research report on Ford here >).
As such, investors are recommended to wait for a better entry point. In addition, frequent recalls act as headwinds. The $11 billion restructuring program bodes well for the long term but is likely to strain the company’s near-term financials.Īs it is, concerns over economic slowdown, increased raw material costs and tariff issues are weighing on the firm’s international profitability. Strong FCF generation and solid dividend yield further boost investors’ confidence. The Zacks analyst believes that focus on streamlining its portfolio and rising inclination toward bigger vehicles including SUVs and trucks are boosting Ford’s top-line growth.įord’s attempts to build a winning portfolio by launching models of autonomous and electric vehicles are commendable. Shares of Ford have lost 5.9% in the past six months, outperforming the Zacks Domestic Automotive industry’s fall of 9.2% over the same period. (You can read the full research report on Nvidia here >) Growing competition from AMD also poses a key threat to the company. However, the current pause in spending by hyperscale customers remains an overhang on its data center business. Moreover, the rising traction of GeForce laptops and RTX GPUs in the market is a positive.įurther, the company’s latest acquisition of Mellanox is likely to be its main driver as it will fortify its datacenter footprint and lend a competitive edge. Increasing deal wins for autonomous vehicle development and the solid uptake of AI-based smart cockpit infotainment solutions should act as tailwinds.
Growth across automotive, gaming plus OEM and IP end-markets is expected to be a key catalyst. The Zacks analyst believes that Nvidia has been making concerted efforts to strengthen its position in several emerging markets.
Nvidia’s shares have outperformed the Zacks General Semiconductor industry year to date (35.8% vs.
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