Top Stock Reports for NVIDIA, Meta Platforms & Alibaba

Friday, September 12, 2025

The Zacks Research Daily presents the best research output of our analyst team. Today's Research Daily features new research reports on 16 major stocks, including NVIDIA Corp. (NVDA), Meta Platforms, Inc. (META), and Alibaba Group Holding Ltd. (BABA), as well as a micro-cap stock, Medalist Diversified REIT (MDRR). The Zacks microcap research is unique as our research content on these small and under-the-radar companies is the only research of its type in the country.

These research reports have been hand-picked from the roughly 70 reports published by our analyst team today.

You can see all of today’s research reports here >>>

Ahead of Wall Street

The daily 'Ahead of Wall Street' article is a must-read for all investors who would like to be ready for that day's trading action. The article comes out before the market opens, attempting to make sense of that morning's economic releases and how they will affect that day's market action. You can read this article for free on our home page and can actually sign up there to get an email notification as this article comes out each morning.

You can read today's AWS here >>> Stock Market On Top of the World Ahead of Fed Meeting

NVIDIA’s shares have outperformed the Zacks Semiconductor - General industry over the past year (+48.8% vs. +43.9%). NVIDIA is benefiting from strong growth of artificial intelligence (AI) and high-performance accelerated computing. The growing demand for generative AI and large language models using graphics processing units (GPUs) based on NVIDIA’s Hopper and Blackwell architectures is aiding data center revenues.

However, a limited supply of Blackwell GPUs may hinder its ability to meet demand. Rising costs associated with the production of more complex AI systems will hurt margins. The U.S.-China tech war and rising competition from AMD remain major concerns.

(You can read the full research report on NVIDIA here >>>)

Shares of Meta Platforms have outperformed the broader S&P 500 index over the past year (+46.7% vs. +18.6%). Meta Platforms is benefiting from steady user growth across all regions, particularly the Asia Pacific. Increased engagement for its offerings like Instagram, WhatsApp, Messenger, and Facebook, has been a major growth driver. META has been leveraging AI to improve the potency of its platform offerings. 

Meta Platforms now expects to invest significantly more over the next few years in developing more advanced models and the largest AI services in the world. However, monetization of these AI services will take considerable time, which is a concern.

(You can read the full research report on Meta Platforms here >>>)

Alibaba’s shares have outperformed the Zacks Internet – Commerce industry over the past year (+83.6% vs. +29.9%). Alibaba reported first-quarter fiscal 2026 results with total revenue of $34.5 billion, up 2% year-over-year. Net income attributable to ordinary shareholders surged 78% to $6 billion.

The company maintained strong liquidity with $81.75 billion in cash and investments. Despite revenue growth, adjusted earnings declined amid competitive pressures and higher operational costs in key segments. Growing macroeconomic uncertainties and unfavorable foreign exchange fluctuations remain risks. 

(You can read the full research report on Alibaba here >>>)

Shares of Medalist Diversified REIT have outperformed the REIT and Equity Trust – Other industry over the past year (+11.5% vs. -8.2%). Medalist Diversified REIT’s pivot to fully leased single-tenant net lease (STNL) assets enhances cash flow stability, while redeeming high-cost preferred stock improves net income visibility. Strategic use of OP Units and private placements preserved liquidity, supporting asset growth without equity dilution. 

Despite strong occupancy and dividend growth, MDRR faces headwinds including net losses, high leverage, tenant attrition, dividend payouts exceeding cash flow and governance concerns from related-party deals.

(You can read the full research report on Medalist Diversified REIT here >>>)

Other noteworthy reports we are featuring today include Mastercard Inc. (MA), The PNC Financial Services Group, Inc. (PNC) and Target Corp. (TGT).

Mark Vickery
Senior Editor

Note: Sheraz Mian heads the Zacks Equity Research department and is a well-regarded expert of aggregate earnings. He is frequently quoted in the print and electronic media and publishes the weekly Earnings Trends and Earnings Preview reports. If you want an email notification each time Sheraz publishes a new article, please click here>>>

Today's Must Read

NVIDIA's (NVDA) Data Center Biz Gains From Growing Adoption of GPUs

Expanding AI Usage Drives Meta Platforms' (META) Prospects

Alibaba (BABA) Gains From International Commerce Businesses

Featured Reports

Transocean (RIG) Buoyed by Strong Backlog and Cost Cuts
The Zacks analyst notes that Transocean's $7.2 billion backlog boosts revenue visibility and ensures near-term cash flows, but its high debt remains a concern.

Southwest Airlines (LUV) Rides on Air Travel Demand, Costs Ail
The Zacks analyst is impressed with the fact that increased air-travel demand is aiding Southwest Airlines' top-line performance. Escalated labor and airport costs weigh on bottom-line growth.

GSG Segment to Benefit Tetra Tech (TTEK) Amid Forex Woes
Per the Zacks analyst, solid traction of Tetra Tech's Government Services Group (GSG) Segment, led by advanced water infrastructure projects, should drive its growth. Forex woes are an added concern.

Mastercard's (MA) Accretive Buyouts Aid, Elevated Costs Hurt
Per the Zacks analyst, numerous prudent acquisitions are helping Mastercard expand its portfolio, thereby aiding the top line. Yet, rising costs are eating into profit growth levels.

Inorganic Growth Efforts Aid PNC Financial (PNC) Amid Costs Woes
Per the Zacks analyst, PNC Financial's inorganic growth efforts will broaden its capabilities and revenue streams, aiding overall growth. However, rising costs are concerning.

New Customers, Robust Omnipod 5 Sales Aid Insulet (PODD)
The Zacks analyst is impressed with the strong momentum of Insulet's Omnipod 5 in new customer starts. Moreover, the robust global uptake of Omnipod 5 is also encouraging.

Target's (TGT) Omnichannel Efforts, Digitization to Aid Sales
Per the Zacks analyst, Target's focus on enhancing its omni-channel capabilities, remodeling stores, and expanding same-day delivery options has been fueling sales. Digital comps rose 4.3% y/y in Q2.

New Upgrades

Favorable Budget, Solid Contract Wins Aid Leidos (LDOS)
Per the Zacks analyst, increasing budgetary revisions by the U.S. administration should boost Leidos' growth. Steady contract wins also bolster this stock's revenue prospects

InterDigital (IDCC) Gains From Solid Demand, Legal Win in Brazil
Per the Zacks analyst, healthy licensing momentum in the smartphone business will likely drive InterDigital's top line. A favorable court ruling in a legal case with Disney is a tailwind.

Paylocity Holding (PCTY) Benefits From Growing Customer Base
Per the Zacks analyst, Paylocity Holding is benefiting from its differentiated employee strategy, comprehensive product offerings, and on-demand pay facility, which are helping it win new customers.

New Downgrades

Summit's (SMMT) Lack of Pipeline Diversification A Woe
While Summit's progress with its experimental cancer drug is encouraging, the lack of pipeline diversification beyond this drug concerns the Zacks analyst.

Flowers Foods' (FLO) Performance Hurt by Macroeconomic Woes
Per Zacks analyst, Flowers Foods faces headwinds from a tough consumer environment and evolving market dynamics. Shifts in consumer spending behavior and weakness in core categories hurt performance.

Declining Comps & High Costs Hurt Jack in the Box (JACK)
Per the Zacks analyst, Jack in the Box's prospects are hurting from weakened consumer demand, which is fueling negative traffic trends. Also, higher costs are pressuring its margin growth.

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This article originally published on Zacks Investment Research (zacks.com).

Zacks Investment Research