Morgan Stanley Calls Nvidia (NVDA) Underowned: Invest Now? () program details. Reviews, Scam or Paying

Morgan Stanley analysts suggest that Nvidia stock (NVDA) remains underowned amongst investors, despite being a top megacap performer. Despite being the world’s most valuable company after its recent surge in the last two years, NVDA stock isn’t a top investment choice for investors in megacap stocks. “NVDA is now the most under-owned large-cap tech stock,” Morgan Stanley analyst Erik Woodring wrote in a note.

According to Woodring, Nvidia’s market value accounts for 7.37% of the index, but its share in the average active institutional portfolio is 4.2%, an adjusted underweight of 2.41 percentage points. The gap is the largest of any of the 15 major tech companies Morgan Stanley’s team tracks, despite being a top-returner for investors since 2024. Beyond that, NVDA stock has been one of the best-performing names — up nearly 1,300% in the past five years — thanks to the AI boom.

Woodring’s analysis also points out that by comparison, Microsoft (MSFT), Apple (AAPL), and Amazon (AMZN) are underowned, but not as much as Nvidia. Microsoft was underweight by 2.39%, Apple by 1.66%, and Amazon by 1.40%. In contrast, the most overowned tech stocks include Intuit (INTU) at +0.83%, Oracle (ORCL) at +0.32%, and Dell (DELL) at +0.25%.

Also Read: China Stocks Surge to Decade-High Amid Market Optimism

Recently, Nvidia (NVDA) and Advanced Micro Devices (AMD) agreed to pay 15% of their revenues from Chinese AI chip sales to the US government. The deal secured both companies’ export licenses to maintain existing workflows. As a result, investors swarmed to NVDA, with the stock up 1.9% in the past month. Despite not being the top breadwinner for investors, Nvidia remains moving in a positive direction. “Leading indicators of compute demand remain exceptionally strong with no signs of slowing,” the firm’s analysts wrote. “As supply chain constraints around rack-scale solutions ease and the U.S. government advances export license approvals for China, we continue to view Nvidia as a premier asset in the current era of AI dominance.”

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