Lockheed Martin Corp. LMT delivered mixed fourth-quarter 2024 results. While its bottom line comfortably surpassed the Zacks Consensus Estimate, its top line missed the same. Unimpressively, on a year-over-year basis, both LMT’s sales and earnings reflected deterioration.
Stay up-to-date with all quarterly releases: See Zacks Earnings Calendar.
While dismal sales performance at two of its four business segments led to the reported quarter’s sales decline, higher cost of sales and interest expense affected the bottom line. As a silver lining, the company ended 2024 with cash and cash equivalents worth $2.48 billion compared with $1.44 billion at the end of 2023. Such an improved cash balance indicates a healthy financial position for LMT .
A prudent investor knows that a significant decision like buying a stock should not depend on a company’s single quarterly performance alone. Instead, to make a more informed decision, one should be mindful of the stock’s performance over the past year in terms of share price return, its long-term prospects as well as risks (if any) to investing in the same. We have provided a detailed discussion on this, as one can see below.
Shares of Lockheed have surged 6% over the past year, outperforming the Zacks aerospace-defense industry’s growth of 0.7%. However, the stock has underperformed the broader Zacks Aerospace sector’s growth of 8.7% as well as the S&P 500’s gain of 23% in the same time frame.
A stellar performance has been delivered by other industry players like Embraer ERJ, RTX Corp. RTX and Leidos Holdings LDOS, which outpaced the industry, sector as well as the S&P 500. Notably, shares of these defense stocks witnessed a surge of 118.7%, 41.7% and 26.8%, respectively, over the past year.
LMT’s One-Year Performance
Zacks Investment Research
Image Source: Zacks Investment Research
Lockheed’s broad portfolio of varied products — ranging from stealth fighter aircraft and littoral combat ships to missiles and space exploration capabilities — allows it to secure major defense contracts, boosting its backlog count. Evidently, the company ended 2024 with a record backlog of $176 billion, reflecting a solid increase from the previous year’s level of $160.6 billion. Such improving backlog count reflects the strong demand that LMT’s advanced defense technology and systems enjoy worldwide. This got reflected in the form of solid share price hike over the past year.
Moreover, LMT’s solid financial position enables it to make notable payouts to its shareholders. In 2024, Lockheed paid out dividends worth $3.06 billion to its shareholders and repurchased 7.5 million shares worth $3.7 billion. Investors tend to choose stocks like LMT that offer solid shareholder returns in the form of healthy dividend payouts and share repurchases.
The global defense industry’s growth outlook remains robust due to heightened geopolitical tensions, leading to increased defense spending worldwide. As the largest U.S. defense contractor, Lockheed thus benefits from consistent contract flows for its combat-proven products from the Pentagon and U.S. allies, as evident from its solid backlog count which implies strong revenue generation prospects. Notably, of its $176 billion worth of backlog, as of Dec. 31, 2024, the company expects to recognize approximately 35% over the next 12 months and 60% over the next 24 months.
Such revenue generation prospects also bolster the company’s bottom-line growth opportunities. In line with this, the consensus estimate for LMT’s long-term (three-to-five year) earnings growth rate is pegged at a solid 4.4%.
Moreover, it is imperative to mention that apart from its core defense capabilities, Lockheed is a well-known manufacturer of advanced space technology systems ranging from satellites to spacecraft. With the global space economy estimated to exceed the value of $1 trillion beyond 2030, (as per a major number of analysts worldwide), LMT’s growth prospects in this industry remain immense.
A quick sneak peek at its near-term earnings and sales estimates mirrors a similar growth story.
The Zacks Consensus Estimate for first-quarter 2025 sales and earnings suggests an improvement of 2.6% and 4.1%, respectively, year over year. A similar growth projection is implied in the full-year 2025 estimates as well.
However, the bottom-line estimate for the first quarter of 2025 and full-year 2025 suggests a downward movement of 0.8% and 1.2%, respectively, over the past 60 days. This indicates analysts’ declining confidence in the stock.
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Image Source: Zacks Investment Research
Zacks Investment Research
Image Source: Zacks Investment Research
Despite being a prominent defense contractor, Lockheed faces some notable challenges and one should consider them before adding this stock to their portfolio. Notably, the aerospace industry, including Lockheed, faces a persistent skilled labor shortage, exacerbated by an aging workforce. According to the Aerospace Industries Association, 29% of industry employees are over 55, leading to retirement-driven workforce gaps projected to reach 3.5 million by 2026. As aircraft manufacturers are increasing production post-pandemic, these labor shortages could impact aerospace stocks like Lockheed, potentially affecting growth and operations amid rising demand for advanced defense aircraft.
Moreover, Lockheed’s Canadian Maritime Helicopter Program (“CMHP”), which involves the design, development and production of CH-148 aircraft, has been facing performance issues lately, including delivery delays. The Royal Canadian Air Force’s flight hours have been significantly less than anticipated. This has affected program revenues and the recovery of Lockheed’s costs under this program. As of Dec. 31, 2024, the company’s cumulative losses in relation to CMHP were approximately $100 million.
In terms of valuation, LMT’s forward 12-month price-to-earnings (P/E) is 16.38X, a premium to its peer group’s average of 16.18X. This suggests that investors will be paying a higher price than the company’s expected earnings growth compared to that of its peers.
Zacks Investment Research
Image Source: Zacks Investment Research
Investors interested in Lockheed should wait for a better entry point, considering its premium valuation and downward revision witnessed in its near-term earnings estimate.
However, those who already own this Zacks Rank #3 (Hold) stock may stay invested as its financial stability, upbeat share price performance over the past year and solid backlog count offer solid growth prospects.
You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
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Lockheed Martin Corporation recently reported its fourth quarter earnings, leaving investors wondering whether they should buy, hold, or sell the stock. With the company beating earnings estimates and providing strong guidance for the future, many may see this as a buying opportunity.
Lockheed Martin is a leading defense contractor with a strong track record of delivering solid financial results. The company reported fourth quarter earnings per share of $6.38, beating analyst estimates of $6.34. Revenue also exceeded expectations, coming in at $17.02 billion compared to the forecasted $16.86 billion.
Looking ahead, Lockheed Martin provided strong guidance for 2022, forecasting earnings per share in the range of $27.40 to $27.70. This guidance reflects the company’s confidence in its ability to continue generating strong profits in the coming year.
Given the positive earnings report and strong guidance, many analysts are recommending buying Lockheed Martin stock. The company’s solid financials, strong position in the defense industry, and consistent dividend payments make it an attractive investment opportunity for long-term investors.
However, it is important to consider potential risks before making any investment decisions. Factors such as geopolitical tensions, changes in government spending on defense, and competition from other defense contractors could impact Lockheed Martin’s future performance.
Ultimately, whether you should buy, hold, or sell Lockheed Martin stock post-Q4 earnings will depend on your individual investment goals and risk tolerance. It is always advisable to do thorough research and consult with a financial advisor before making any decisions.
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Lockheed Martin stock, Lockheed Martin Q4 earnings, buy Lockheed Martin stock, hold Lockheed Martin stock, sell Lockheed Martin stock, stock market analysis, investment decisions, financial news, aerospace and defense industry.
We recently compiled a list of the 7 Stocks on Jim Cramer’s Radar.In this article, we are going to take a look at where Uber Technologies, Inc. (NYSE:UBER) stands against the other stocks on Jim Cramer’s radar.
Jim Cramer, host of Mad Money, shared his thoughts on factors that could lead to market growth in 2025, pointing out some key changes that could benefit investors. He expressed optimism about the shift in leadership at the Federal Trade Commission (FTC) and the Justice Department, particularly with the departure of current FTC Chief Lina Khan, whom he criticized for her harsh stance on large businesses.
“The brooming of Biden’s antitrust regulators as the FTC and the Justice Department, that will be fabulous, fabulous for the market.”
According to Cramer, Khan’s approach was one of hostility toward any major business deal, regardless of the potential positive effects on the economy or on workers. He argued that with the removal of the old guard, a wave of deals could emerge that would help rationalize various industries.
This, in turn, would give smaller companies in sectors like banking, retail, entertainment, pharmaceuticals, and enterprise software a better chance to compete against larger corporations. Cramer was enthusiastic about the potential for these changes, stating, “Fantastic for the stock market. Just fantastic.”
Cramer also touched on an important issue in the market: a shortage of equities. He noted that the lack of available stock could lead to higher prices. He explained that mergers and acquisitions activity could help remove some of the available stock from the market, reducing supply and potentially driving up stock prices.
“Always remember the stock market is indeed a market and like any other market, when there’s not enough supply, you get higher prices.”
Moving on to the housing market, Cramer discussed the effects of overbuilding, like in Florida, where housing prices have been impacted. He explained that when mortgage rates rise, housing prices tend to drop. This price drop often leads to a wait-and-see approach from buyers, who hold out for even lower prices. As sellers grow more desperate, they typically lower prices further in a bid to move their properties.
“It’s called the cycle, although it hasn’t been operating normally for the last few years. I think 2025 will be the year the cycle reasserts itself and the Fed will win big on this one. Big enough to be able to cut rates slowly but cut nonetheless, which of course is what we need.”
Our Methodology
For this article, we compiled a list of 7 stocks that were discussed by Jim Cramer during an episode of Mad Money aired in January. We listed the stocks in ascending order of their hedge fund sentiment as of the third quarter, which was taken from Insider Monkey’s database of 900 hedge funds.
Why are we interested in the stocks that hedge funds pile into? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
Uber Technologies, Inc. (UBER): Transforming Mobility with AI and Autonomous Driving Innovation
A close up view of a hand holding a smartphone, using a ride sharing app.
Number of Hedge Fund Holders: 136
Cramer suggested to take advantage of the dip and buy Uber Technologies, Inc. (NYSE:UBER).
“I want you to buy more Uber. I know it’s up two bucks today, but I think it’s really down way too much.”
Uber (NYSE:UBER) develops technology for mobility, delivery, and freight services, linking consumers with transportation options, enabling retailer deliveries, and managing a digital logistics platform for shippers and carriers. About the company, Cramer also commented:
“Despite the selloff we got last quarter, there were some huge positives in this quarter if you listened to the conference call. Although Uber’s stock has started rebounding in the new year… It’s still darned cheap versus its growth rate, and I think you’re getting a great chance to buy it at a discount. That’s right, the stock of Uber is a buy.”
Cramer acknowledged the long-term potential of Waymo and Tesla’s robotaxi plans but emphasized that Uber’s (NYSE:UBER) current prospects are strong, downplaying concerns about the distant future.
Overall UBER ranks 1st on our list of the stocks on Jim Cramer’s radar. While we acknowledge the potential of UBER as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than UBER but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
Disclosure: None. This article is originally published at Insider Monkey.
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So what are you waiting for? Say goodbye to the hassle of driving and hello to the convenience of Uber. Buy more Uber today and make your life easier and more enjoyable.
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We’re going to wind down updates for a little while as PC gamers around the world wonder whether they can afford to order a new graphics card this week.
Lots of retailers have already confirmed they’ll be opening sales of the RTX 5090 and 5080 when they go on sale January 30 at 2PM GMT/9AM ET/6AM PT, including Newegg in the U.S. and Scan in the United Kingdom.
Retailers are also taking pre-orders for gaming PCs with RTX 5090 or 5080 GPUs onboard, though stock seems to be limited and some retailers (including Newegg) appear to already be sold out of their current count of 50-series towers.
Every hardcore PC gamer is checking their bank account to make sure they have enough space in their budget for a new Nvidia GeForce RTX 5090 GPU, but make sure you have enough room in your case as well—these cards aren’t small!
I know because Nvidia sent us one, and as you can see in our unboxing video, the 5090 is a mammoth piece of tech. It ought to be, too, as this beast is capable of running Cyberpunk 2077 at over 200 frames per second in 4K!
The card we tested is the card you’ll be able to buy on Thursday
(Image credit: Future)
Nvidia has shut down suspicions that it may have been sending out the best of the best RTX 5090 cards to reviewers in the press, telling our sister site Tom’s Hardware that cards used in the first published reviews are identical to those going on sale January 30.
“Some early GeForce RTX GPUs include a top mark related to intended use,” an Nvidia representative told Tom’s Hardware. “Their functionality and performance are identical to retail GPUs.”
DLSS 4 is going to have features that are unique to the new 50-series cards, and one of the most intriguing is Nvidia’s new Multi-Frame Generation tech.
The upshot is that your GPU is effectively using AI to generate more frames per second than the game is actually giving you, leading to a higher framerate. The way it works is pretty complicated, but basically, your 50-series GPU generates extra frames by intelligently looking at two frames and using AI to generate up to three extra frames that are then dynamically inserted while you play.
You can see it in action in Nvidia’s sizzle reel above, and if it works as advertised in supported games it could be a game-changer for performance.
Nvidia staffer warns of stock shortages
(Image credit: Nvidia)
As you might expect, RTX 5090 units will be hard to get ahold of when they launch later this week.
Nvidia’s Tim Adams warned as much in a post to the official Nvidia forums today in which he wrote: “We expect significant demand for the GeForce RTX 5090 and 5080 and believe stock-outs may happen. NVIDIA & our partners are shipping more stock to retail every day to help get GPUs into the hands of gamers.”
So get ready!
RTX 50-series GPUs will be sold at EE UK
(Image credit: EE)
You’d never think the mobile phone network EE would be known for selling computing components. But the company just confirmed to Tom’s Guide that it will have stock of the RTX 5090, 5080, 5070 Ti and 5070 ready to sell on January 30th.
You can register your interest here to know when it goes live, which given Scan’s leak, I’d point to 2pm GMT.
What we used in our RTX 5090 build
(Image credit: Future)
So we’ve got some questions — namely around what we used in our RTX 5090 build to test the graphics card? To match the top tier of this GPU, we picked some top tier parts too.
CPU: AMD Ryzen 7 9800X3D
RAM: 64GB Corsair Vengeance 4800 MT/s
Motherboard: Gigabyte Aorus Elite X870E
SSD: Samsung 990 Pro 4TB
Power supply: NZXT 1200-watt PSU
CONFIRMED: RTX 50-series will be available to buy in UK on January 30, 2pm GMT
(Image credit: Future)
We’ve been waiting for the confirmation and it’s (sort of) finally happened. UK retailers look set make their RTX 5090 and 5080 stock available to buy on January 30 at 2pm GMT. That is according to some very choice wording on Scan’s website, which states a “2pm launch.”
This falls in line with the 9am ET/6am PT timing in the US, and while this is just for one retailer, I wouldn’t be surprised if this was the same for others too. That being said, I’ll keep my ear to the ground for any early buying opportunities!
RTX 5090 (UK)
RTX 5080 (UK)
Reminder: expect RTX 5090 and 5080 stock at 9am ET January 30
(Image credit: Future)
ICYMI, Newegg has revealed when you will be able to order your RTX 5090 and RTX 5080 graphics cards — January 30 at 9am ET / 6am PT.
Chances are other retailers will follow suit, so get those clicking fingers ready. As for my fellow Brits, I’m tracking down any informations I can get on an availability time in GMT, but if we’re following US timing, it could be at 2pm GMT on January 30.
RTX 5090 RETAILERS
RTX 5080 RETAILERS
RTX 5090 testing reveals big gains
(Image credit: Future)
I know many of you are eager to assess the improvements in rendering performance without leaning on AI-powered enhancements. Nvidia’s heavy focus on buzzwords like “DLSS” and “neural” has sparked plenty of questions among our readers about how much of the gains are purely the result of raw processing power.
To address this, we centered our initial benchmarks on this aspect. The results? You’re looking at an average 22-23% increase in game frames per second (FPS) compared to the 4090.
While we’re waiting for RTX 5090 and RTX 5080 GPUs to be available, it’s looking like these graphics cards will sell fast, and custom models won’t come cheap. So, how does a Nvidia RTX 5070 GPU sound instead?
Best Buy has listed an RTX 5070 graphics card and its $549 price is looking mighty tempting. This is exactly Nvidia’s asking price, with the GPU coming with 12GB of GDDR7 VRAM. It’ll be an alternative option for those who can’t get their hands on a 5090 or 5080, and it’ll be a lot more affordable.
Otherwise, sit tight for further RTX 5090 and RTX 5080 updates.
What about RTX 5060? There’s news about the mid-range GPU too!
(Image credit: Future)
There is a whole line of dedicated GPUs coming from Nvidia after all. The first batch will include RTX 5090, RTX 5080 and RTX 5070, but what about 5060?
Well a new leak has found a listing on the Eurasian Economic Commission’s website, which gives away a couple of important specs. Looking at the names, the RTX 5060 will pack 8GB of GDDR7 video memory, and the 5060 Ti will double that to 16GB.
Now, given how video memory-hungry games are becoming nowadays, it’s becoming more important to look at this number, and 8GB (no matter how fast it is) may just not be enough and cause some frame rate issues.
I won’t say for definite until we’ve tested one, but at the moment, all signs point to being 5060 Ti being the one to buy if you’re looking for a solid mid-ranger.
Let’s talk pre-builds
(Image credit: Tom’s Guide)
Pre-built PCs are a great way to grab that latest RTX 50-series power if you’re not feeling too confident about the building process itself.
We will have a full breakdown of how we built our PC very soon with steps you can follow and advice to build one for yourself. But for those who don’t want to go through that process, you can pay a little more and get the whole thing done and ready to plug in and play.
Currently, two big places have pre-built PCs listed. You can get some pre-builts from CyberPower PC on Adorama. They say you can add them to cart and purchase, but chances are these are on backorder — with shipping estimated for February 11.
The other place is Newegg, which as the company confirmed earlier today, you’ll be able to buy these on January 30 at 9am ET/6am PT.
Nvidia RTX 5080 benchmarks leak
(Image credit: Future)
Mixed News has just revealed some early test results for the RTX 5080, and the numbers are a bit all over the place!
In Blender testing, it is only 9% faster than the RTX 4080. But you can see this card has been built for gaming performance, as in 3DMark TimeSpy, there’s an 18% jump over 4080.
BREAKING: Newegg confirms when you will be able to order your RTX 50-series GPU online
(Image credit: Future)
Good morning! We start with some good news. Newegg has revealed when you will be able to order your RTX 5090 and RTX 5080 graphics cards — January 30 at 9am ET / 6am PT.
Chances are other retailers will follow suit, so get those clicking fingers ready. As for my fellow Brits, I’m tracking down any informations I can get on an availability time in GMT, but if we’re following US timing, it could be at 2pm GMT on January 30.
RTX 5090 RETAILERS
RTX 5080 RETAILERS
Nvidia RTX 40-series cards are a viable alternative
(Image credit: Future)
As we previously posted, it’s not a bad idea to skip the RTX 50-series and instead grab an RTX 40-series GPU. Many of the links above currently direct you to the latest Nvidia GPUs, so if you have bad luck finding an RTX 50-series card you might be better off with a previous-generation card. Given their power, RTX 40 cards will be viable for many years to come.
Patience is a virtue
(Image credit: Future)
We still have to wait until January 30 for the official launch of the Nvidia GeForce RTX 50-series cards. If you’re a gaming enthusiast, the next couple of days might be excruciating. Worse still is the very real possibility you might not be able to get a card at launch given the low expected stock.
This is why we advise you to be patient when checking for deals. You might get lucky right away, or it might take a few hours. And even if you don’t get a GPU on day one, you’ll likely get a chance later on, especially when the hype dies down. Regardless, be sure to keep checking in on this page.
Folks are camping out for RTX 50 cards
(Image credit: Reddit)
IGN reports that folks are already camping outside retailers like Micro Center to get their hands on Nvidia’s RTX 50-series cards (as posted on Reddit).
As we said above, stock for the new Nvidia GPUs is very limited, so it’s possible campers will be outside stores for a long while. That could prove challenging given the bitter January cold. In fact, Micro Center posted a YouTube video against this. “We do discourage camping at our locations for the 5090 and 5080,” said the company.
While we understand the enthusiasm for these new graphics cards, they’re not worth getting frostbite over. That’s why we encourage you to keep your eyes locked on this page for a chance to snag an Nvidia RTX 50-series card when they become available.
Is the RTX 5070 really as powerful as an RTX 4090?
(Image credit: Future)
Nvidia turned heads when it claimed the RTX 5070 was as fast as the RTX 4090. This isn’t actually true in terms of raw computing power, but if you enable DLSS 4, you’re likely to enjoy games at high fps on this mid-grade card. So in that sense, the RTX 5070 seems like a decent upgrade for anyone with an older Nvidia GPU. However, if you want raw performance power, the RTX 5080 or beefier RTX 5090 are the best bets… even if they are far more expensive.
Which RTX 50 card to buy?
(Image credit: Tom’s Guide)
If you’re in the market for a new GPU for your gaming rig, then choosing between the new Nvidia GeForce RTX 50-series graphics card might be difficult. The RTX 5090 is a powerhouse, based on our testing, but it also costs an eye-watering $2,000. The $999 RTX 5080 is also pretty enticing, though it lacks the power of its beefier sibling.
For most folks, the RTX 5070 Ti and RTX 5070 might be the best choice. Not only are they $749 and $549 (respectively), but they should provide significant upgrades for those with older Nvidia cards. But regardless of your choice, it’s going to cost a pretty penny to upgrade.
What is RTX mega geometry?
(Image credit: Nvidia)
I spoke about this a little after my time at Nvidia’s Editor’s Day. But what is it exactly? Let me explain what this will bring to RTX 50-series users.
All graphics you see in a game are built using a number of triangles. In the past, these were definitely more noticeable in the likes of PS1 games, but the vastly increased detail since then means you’ll struggle to notice them.
RTX Mega Geometry uses AI to bring in the next generation of this — Nvidia is allowing developers to stream in these details in real-time without the need to rebuild anything else. This means that you could render characters and details at 1 triangle per pixel. This is simply unheard of in even the most graphically impressive games available right now.
I means your games can look at otherworldly levels of impressiveness. I got to check out the dragon demo in person, and to see this monster rendered at 1 triangle per pixel is truly bonkers.
Second, it actually eases pressure on the graphics card in some areas while ramping up the demands in other areas — AI is helping the RTX 50-series do more with less.
Don’t skip on RTX 40-series desktops — especially this cheap beast
(Image credit: Future)
As you’ve seen by the prices on Adorama, RTX 5080 and RTX 5090 pre-built PCs are expensive. But did you know that the vast majority of DLSS 4 features are coming to RTX 40-series PCs too?
(Image credit: Nvidia)
As you can see by the table here, the only thing not coming is multi frame generation. If that’s a massive dealbreaker for you, then I suggest you hold out until the cards are available. If not (and I guarantee you’ll still be able to play all the AAA games at impressive fidelity and frame rates on 40-series), this Alienware Aurora R16 deal is not one to be ignored!
Stock check: Not available yet (but there’s a catch)
(Image credit: Best Buy)
If you’re looking for the GPU specifically, product listings are live but you can’t order yet. Use the links above to find them and keep them saved for when they do go live!
HOWEVER, you can get some pre-builts from CyberPower PC on Adorama. So far, this seems to be the only way to grab one right now. If you’re keen to get into the RTX 50-series systems but don’t want to build it yourself, this is a good (if expensive) way to go.
There are six of them, but these are the lowest-priced models you can get.
DLSS 4 is a real upgrade
(Image credit: Future)
Since we posted our testing, CD Projekt Red issued its update to Cyberpunk 2077 that brings DLSS 4 into the mix. At the time of testing, multi frame generation was not available.
But even with that in mind, the numbers are mightily impressive over the older DLSS 3.5.
Swipe to scroll horizontally
Cyberpunk 2077 settings
RTX 5090 performance (frames per second)
4K Ultra (no DLSS)
57.32
4K Ultra (DLSS 3.5 frame generation)
97.6
4K Ultra (DLSS 4 frame generation
123.06
So as you can see, moving from that convolutional neural network to the transformer model is making it smarter and more efficient in boosting frame rates!
RTX 5090 benchmarks: Here’s what to expect
(Image credit: Future)
We put the RTX 5090 through its paces to show its performance gains over its older RTX 4090 sibling, and it’s clear we’re seeing improvements in rendering and ray tracing.
In 3DMark’s benchmark tests, we saw a considerable jump in performance by up to 28%. While these differences aren’t exactly worth it for those who already own an RTX 4090, those with a 30-series GPU will see a worthwhile bump.
Of course, this is just a placeholder price before pre-orders for the products go live, which is set to begin on January 30. Overclockers specifically states that “pricing is not final and TBC.” Here’s hoping this isn’t what’s to come from scalpers down the line.
While we wait for these products to go live, you can always click “Notify Me” at different retailers so you can be one of the first to grab Nvidia’s RTX 5090 and RTX 5080 GPUs.
A quick glance on eBay shows prices range from $3,000 to $7,000 for an RTX 5090, and these are clearly bumped up from Nvidia’s asking price ($1,999/£1,939). Of course, it’s great and all to be the first to get hands on an RTX 5090, but not at these prices.
We’re still looking for pre-orders to go live at retailers, and we’ll get a better sense at what prices actually look like once they’re available.
An RTX 5080 for £9,999?
(Image credit: Future)
Over in the U.K., we’re seeing prices for RTX 5090 and RTX 5080 GPUs at Currys. While these are still not available, we’re seeing some crazy prices for custom GPUs from MSI. As an example, this MSI GeForce RTX 5080 Suprim Liquid GPU is going for £9,999. Not quite the £979 asking price, is it?
If you’re wondering how an RTX 4090 measures up to an RTX 5090, we’ve got some interesting benchmarks to give you a taste of how well Nvidia’s latest premium graphics card performs.
Our Nvidia RTX 5090 desktop GPU benchmarks show off the real horsepower behind the next-gen GPU, with up to a 32% increase in frame rate in Far Cry 6 with 4K Ultra settings, 28% in Cyberpunk 2077 with 4K Ray Tracing at Ultra, and 25% in Borderlands 3 at 4K Ultra. That’s a decent bump in frame rates, but that’s also without DLSS 4.
Check out our testing below, and you can get a better look at how the GPUs compare in our RTX 5090 vs RTX 4090 test.
Swipe to scroll horizontally
Game benchmark
RTX 5090 (FPS)
RTX 4090 (FPS)
% difference
Cyberpunk 2077 (4K Ray Tracing: Ultra)
57.32
41.11
28.28%
Borderlands 3 (4K Ultra)
176.28
130.76
25.82%
DiRT 5 (4K Ultra)
227.6
185.8
18.37%
Far Cry 6 (4K Ultra)
161
109
32.30%
Shadow of the Tomb Raider (4K Ultra)
166
129
22.29%
Report: Nvidia RTX 50-series GPUs at asking price are slim
(Image credit: Nvidia)
According to a new report from Wccftech, Nvidia RTX 50-series GPUs, particularly RTX 5090 and RTX 5080 graphics cards, will be even harder to get at Nvidia’s proposed pricing. Apparently, not even after launch, as inventory levels are extremely low.
As the report points out, Nvidia’s profit margin for AIB partners is low, meaning custom RTX 5090 and RTX 5080 models will be sold at a much higher price, all so manufacturers can make a profit. I just posted about how pricey RTX 5090 and RTX 5080 custom GPU prices will look, and this looks to be the case once GPUs start becoming available.
This leak comes from Chiphell, which talks about the RTX 5080 specifically. However, it’s likely RTX 5090 will also be affected if the leak is accurate. We’ve still yet to see prices for both 5090 and 5080 custom GPUs at retailers, but if prices are raised by a lot, it’s best to keep your eye on Nvidia’s Blackwell GPUs from its official site to get them at their lowest cost possible.
Hands-on with an RTX 5090
(Image credit: Future)
Just how good is an RTX 5090? Well, we got a chance to go hands-on with an RTX 5090, and we were blown away by how truly gorgeous two demanding PC games looked.
In Black Myth: Wukong, the RTX 5090 was able to achieve well over 200 FPS with DLSS on and everything turned up to max settings in 4K. This alone is a massive step up for PC gaming, and DLSS 4 played a huge part in casting away any ghosting or artifacting.
We also saw Black State, an upcoming third-person shooter, in action. Here’s where we saw Nvidia Reflex drastically reduce latency. Plus, with the RTX 5090 powering the game’s photorealistic style, it was easily the best-looking game out there.
That’s only a small taste of what an RTX 5090 boasts, and sure enough, it’ll be a game changer for those after a gaming PC upgrade.
According to the leak, we may see an Asus RTX 5090 for as much as $2,799 and an Asus RTX 5080 for $1,899. That’s a considerable jump from Nvidia’s official pricing — with an RTX 5090 going for $1,999 (£1,939) and an RTX 5080 for $999 (£979).
Still, some aren’t as expensive, with an MSI RTX 5090 going for $2,199 and an MSI RTX 5080 for $1,139, if the listings prove to be accurate. Once pre-orders kick off, we’ll get a better idea of what prices are looking like.
More RTX 5080 gaming desktops available
(Image credit: Future)
We’re still seeing “Notify When Available” for RTX 5090 and RTX 5080 GPUs at all retailers, but Adorama’s gaming desktops with RTX 5080 are still going strong. In fact, the CyberPowerPC Gamer Supreme for $2,769 we mentioned earlier is now temporarily on backorder.
If you’re looking to grab a whole desktop setup, there are still options available. That includes other CyberPowerPC models, such as this CyberPowerPC Gamer Supreme for $2,419 with an AMD Ryzen 7 9800X3D CPU, 32GB of RAM and 2TB SSD.
Seeing as the RTX 5080 is set to be $999 (£979), we’re sure many with a gaming desktop already set up will wait for stocks to be available. We’ll keep you updated.
Latency should not be a problem
(Image credit: Future)
Latency is one of those things that always comes up when talking about Nvidia’s DLSS tech. While the frame generation feature makes games look smoother, it doesn’t actually change latency since it’s more of an AI trick than a brute-force upgrade powered by the GPU.
When we saw DLSS 4 generating two extra frames on top of what DLSS 3 could do, it did raise a few eyebrows at the event. Would cramming in extra frames lead to noticeable latency? Thankfully, we were able to put those concerns to rest pretty quickly. Running around Night City, it was clear that those additional frames from Multi Frame Gen didn’t add any extra latency compared to what we experienced with DLSS 3.
Now, this potential issue depends a bit on your setup. If you’re playing at lower frame rates, latency between frames can be more noticeable. But let’s be real—if you’re targeting 100+ FPS (and with DLSS, that’s pretty much the norm), most people won’t notice a thing. It’s smooth sailing all the way.
AI is the key to everything
(Image credit: Future)
Nvidia is introducing a host of new RTX features, many of which prominently feature the term “neural.” These include Neural Rendering for full ray and path tracing, Neural Shaders that use AI to enhance in-game textures, and Neural Faces, which leverage generative AI trained on real human expressions to push past the uncanny valley.
One feature that immediately stood out to me during the demos was RTX Neural Materials. Traditionally, game developers need to manually embed textures and define how objects interact with lighting and ambiance within the game world. RTX Neural Materials streamlines this process by using AI to compress the underlying data, resulting in up to a fivefold boost in processing speed.
The end result is textures that look dramatically realistic — rather than just looking like shiny pieces of foil on the ground. Alongside this, RTX Mega Geometry is able to vastly increase the amount of detail on any character to really give this a shot of shooting past uncanny valley.
RTX 5080 gaming PCs from $2,299
(Image credit: Future)
While we’re still waiting for RTX 5090 and RTX 5080 GPUs to become available, we’re seeing RTX 5080-equipped gaming desktops trickle in at Adorama — and prices are starting at $2,299!
Now that we’re seeing gaming desktops on offer, we’re sure to see RTX 5090 and RTX 5080 GPUs pre-orders be made available soon enough. Stay tuned as we keep an eye out for more to be made available.
Cyberpunk 2077 at 4K 240 FPS
(Image credit: Future)
Nvidia has made it abundantly clear that 4K 240 fps is the new target for its GPUs — something that companies are reacting to with monitors that reach these eyewatering levels of smoothness. I got to try Asus’ impressive option out and I was blown away!
And through some AI trickery, the GPU maker has done it. Multi-frame generation is the big thing coming to RTX 50-series GPUs — rather than just being able to generate one additional frame, it can now create three without any overt impact being made to the latency.
That means rather than seeing frame rates of around 80 fps in Cyberpunk 2077 with everything turned up to 4K Ultra with path tracing, you can see that spike at a bonkers 265 FPS in my own testing.
DLSS 4 explained
(Image credit: Future)
Deep Learning Super Sampling (DLSS) 4 is the next generation of Nvidias AI game enhancement tech, and it’s very different from past generations.
The key difference under the hood is moving away from the convolutional neural network (CNN). This older method works to find patterns in any in-game image to sharpen them up and make them smoother by increasing the number of frames. However, it’s a bit of a flawed system that tries to analyze literally every little bit of the screen — leading to ghosting (seeing the outline of a fast-moving item on screen follow behind it).
Instead, Nvidia has moved to a transformer model — the kind of thing you see the likes of ChatGPT running on. This adds the additional intelligence of DLSS being able to evaluate the importance of each pixel across an entire frame. That means if can think a few more steps ahead with greater efficiency. And in practice, it means vastly smoother edges with little to no ghosting on them, and a huge increase in frame rates (more on that later).
RTX 5090 by the numbers
(Image credit: Future)
I understand the first thing on everyone’s mind is evaluating the improvements in rendering performance without relying on AI enhancements. Nvidia has heavily emphasized terms like “DLSS” and “neural,” which has led many of our readers to question just how much of the progress comes down to raw processing power alone.
To answer this question, our first benchmarks focused on this, and you’re looking at a roughly 22-23% average increase in game frames per second (FPS) over the 4090.
Swipe to scroll horizontally
Game benchmark
RTX 5090 (FPS)
RTX 4090 (FPS)
% difference
Cyberpunk 2077 (4K Ray Tracing: Ultra)
57.32
41.11
28.28%
Borderlands 3 (4K Ultra)
176.28
130.76
25.82%
DiRT 5 (4K Ultra)
227.6
185.8
18.37%
Far Cry 6 (4K Ultra)
161
109
32.30%
Shadow of the Tomb Raider (4K Ultra)
166
129
22.29%
What’s the current state of play?
(Image credit: Future)
Morning everyone, and welcome to the RTX 50-series stock checker live blog! I’ll be taking you through any and all stock we find of the RTX 5090 and RTX 5080 — set to go on sale January 30.
My anticipation is that preorders will be available in the next couple of days! So keep this live blog bookmarked and we’ll let you know once they do. This will give you the best chance to avoid the scalpers.
If you’re in the market for the latest and greatest in graphics cards, the RTX 5090 and RTX 5080 are undoubtedly at the top of your list. These powerful GPUs offer unparalleled performance for gaming, content creation, and more. But where can you actually buy them? Here are the retailers you should check out:
1. NVIDIA’s official website: The best place to start your search for the RTX 5090 and RTX 5080 is on NVIDIA’s own website. They often have stock available for purchase directly from them.
2. Best Buy: Best Buy is a popular retailer for electronics and often carries the latest graphics cards. Check their website or visit your local store to see if they have the RTX 5090 or RTX 5080 in stock.
3. Amazon: Amazon is a go-to destination for many tech enthusiasts looking to buy new hardware. Keep an eye on their listings for the RTX 5090 and RTX 5080, as they often have stock available.
4. Newegg: Newegg is another popular online retailer known for carrying a wide range of computer hardware. Check their website regularly for updates on availability of the RTX 5090 and RTX 5080.
5. Micro Center: If you have a Micro Center store near you, it’s worth checking in person to see if they have the RTX 5090 or RTX 5080 in stock. They often have limited quantities available for purchase.
Remember, demand for these high-end graphics cards is high, so it’s important to act quickly when you find them in stock. Keep an eye on these retailers and be ready to make your purchase as soon as you see them available. Good luck in your search for the RTX 5090 and RTX 5080!
Hear that? It’s the sound of a million gamers waiting for the release of Nvidia’s next-gen RTX cards with bated breath. You’ll be able to part with your hard-earned cash in a few days, and Newegg and Best Buy are first in line to take it. The retailers already have listings for dozens of RTX 5090 and 5080 cards — and some of them even have prices.
Go ahead and check out the early RTX 50 listings on Newegg and Best Buy. The latter has prices, most notably the right-on-the-money RTX 5080 Founder’s Edition. FE cards are sold direct from Nvidia with no partner branding or upgraded elements, and the RTX 5080 is hitting the promised $1,000 launch price (with a free month of Discord Nitro, woo).
Other RTX 5080 variants from Gigabyte are also on offer, topping out at the Xtreme Waterforce 16GB model, which costs $1,400 and comes with an included radiator and triple-fan cooling setup. Very fancy and very pricey, but still well below the $2,000 starting price for the RTX 5090. Only the Founder’s Edition of that card is up on Best Buy’s site so far, though a few pre-built desktops are shown.
Newegg is showing both RTX 5090 and 5080 variants, with over 40 different models from Asus, Gigabyte, MSI, Zotac, and PNY. Prices for these specific cards aren’t available yet, and Nvidia’s Founders Edition cards are notably absent from the lineup. According to a Newegg press release, they go on sale in the US on Thursday, January 30th at 9 AM Eastern (6 AM Pacific) along with pre-built PCs with the new GPUs.
In an echo of… well, pretty much every Nvidia release of the last decade, the company is already warning that cards might go out of stock quickly. It says that it’s working with partners to get as many GPUs on shelves as possible, but please resist the urge to enrich scalpers. Elden Ring will still be there in a couple of months. Oh, and don’t forget to check out PCWorld’s review of the RTX 5090 right here.
Exciting news for all you PC gaming enthusiasts out there – the highly anticipated RTX 5090 and 5080 cards have finally made their debut on Newegg and Best Buy! These powerful graphics cards are sure to take your gaming experience to the next level with their cutting-edge technology and impressive performance.
Whether you’re a hardcore gamer looking to push your rig to its limits or a casual player looking for a smoother, more immersive gaming experience, the RTX 5090 and 5080 cards are sure to deliver. With advanced features like ray tracing, AI-enhanced graphics, and blistering fast speeds, these cards are a must-have for any serious gamer.
Don’t miss out on your chance to upgrade your gaming setup with the latest and greatest graphics cards from Nvidia. Head over to Newegg or Best Buy now to secure your RTX 5090 or 5080 card before they sell out!
For the first time in the nearly 20-year history of the MLB The Show video game, a Cincinnati Reds star will be featured on the cover.Major League Baseball announced Tuesday that Reds shortstop Elly De La Cruz will be one of three athletes on the cover of the popular baseball video game.De La Cruz will be joined on the cover by two other rising stars – Pittsburgh Pirates pitcher Paul Skenes and Baltimore Orioles shortstop Gunnar Henderson. So, the question that many in Cincinnati are now asking with one of their stars on the cover of the game: when will it be released?As in previous years, the game will be released for PlayStation and Xbox users in the middle of March.Early access for MLB The Show will begin on March 14, while the game will be fully released on March 18.In 2017, former Red and Cincinnati native Ken Griffey Jr. was on the cover of the game, though that came after his retirement, making De La Cruz the first active Reds player to grace the cover.De La Cruz, 23, burst into stardom in 2024, hitting 25 home runs with 67 stolen bases. De La Cruz made his first All-Star team last season and finished eighth in National League MVP voting.
CINCINNATI —
For the first time in the nearly 20-year history of the MLB The Show video game, a Cincinnati Reds star will be featured on the cover.
De La Cruz will be joined on the cover by two other rising stars – Pittsburgh Pirates pitcher Paul Skenes and Baltimore Orioles shortstop Gunnar Henderson.
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So, the question that many in Cincinnati are now asking with one of their stars on the cover of the game: when will it be released?
As in previous years, the game will be released for PlayStation and Xbox users in the middle of March.
Early access for MLB The Show will begin on March 14, while the game will be fully released on March 18.
In 2017, former Red and Cincinnati native Ken Griffey Jr. was on the cover of the game, though that came after his retirement, making De La Cruz the first active Reds player to grace the cover.
De La Cruz, 23, burst into stardom in 2024, hitting 25 home runs with 67 stolen bases. De La Cruz made his first All-Star team last season and finished eighth in National League MVP voting.
Attention all baseball fans! The highly anticipated MLB The Show game featuring Reds star De La Cruz on the cover is set to release on September 17th. Get ready to step up to the plate and experience the thrill of America’s favorite pastime with stunning graphics, realistic gameplay, and all your favorite players. Don’t miss out on your chance to pre-order the game and secure exclusive bonuses. Get your game face on and get ready to hit a home run with MLB The Show featuring De La Cruz on the cover.
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MLB The Show, De La Cruz, Reds, baseball video game, MLB video game, sports video game, game release date, cover athlete, Cincinnati Reds, MLB The Show release, De La Cruz cover, video game news
Price: $199.00 (as of Jan 28,2025 21:15:44 UTC – Details)
Membership auto-renews at then-current rate, unless canceled in advance. Once a 23andMe+ Premium membership has ended, customer will lose access to 23andMe+ Premium reports and features; customer will retain access to Health+Ancestry Service reports and features. Terms apply. For use in the USA only – kits shipped or used outside the US will be invalidated and no refund will be provided. Kits may not be redistributed or resold. 23andMe Claim Substantiation for “80% get genetically meaningful health info.” Date range: August 2020 – August 2021. Source: 23andMe internal data. “92% of doctors say genetics is an important part of a patient’s complete health picture.” Based on 2022 surveys, designed by 23andMe, Medscape, and Material Holdings LLC, of approximately 1,000 doctors and approximately 1,500 patients. Product Dimensions : 6.5 x 5 x 1.3 inches; 3.84 ounces Item model number : HUAU-S0-N08 Date First Available : June 9, 2021 Manufacturer : 23andMe ASIN : B096XB53YW
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We recently published a list of 12 Cheap AI Stocks to Buy in 2025. In this article, we are going to take a look at where Alibaba Group Holding Limited (NYSE:BABA) stands against other cheap AI stocks to buy in 2025.
Artificial Intelligence (AI) was a buzzword around Wall Street for most of 2024. AI has shown immense promise but comes with significant risks. Big AI players are dominating the broader market, but there will be opportunities for other companies to explore as the AI market continues to expand. For instance, the new administration is keen on technological advancement, and recently, President Donald Trump announced a $500 billion AI initiative, a joint venture known as Stargate between OpenAI, Softbank, and Oracle.
However, DeepSeek’s introduction shocked the U.S. companies after it released a new AI model, a much better alternative to GPT-4. DeepSeek claims to have designed the AI model in just two months and at around under $6 million using Nvidia’s less-advanced H800 chips, as reported by Reuters on January 27. Since the news broke out, NVIDIA Corporation (NASDAQ:NVDA) shares have plunged over 16%, wiping away $600 billion in market capitalization, the biggest one-day loss in U.S. history.
Moor Insights & Strategy founder, CEO, and chief analyst Patrick Moorhead, speaking to Market Domination, shared his views on DeepSeek. Moorhead was impressed by the efficiency of DeepSeek’s AI. He pointed out that the Chinese have used different techniques compared to American developers, where they were able to parse or train maybe 5% of the data, which is a 95% reduction.
However, Moorhead also addressed the U.S. market drop as an “overreaction.” “I think the market overall should be going crazy because [this is the] uplift of what we were looking for [from AI],” said Moorhead. He added that the investors’ focus should be on the progress in inference.
It might be a good time to invest in AI stocks, especially cheap AI stocks during the market’s overreaction.
To determine the list of cheap AI stocks, we went through various news articles and stock analyses. We shortlisted the AI stocks with the minimum analyst upside of 30%, as of January 27. Cheap, in the context of this article, means stocks that Wall Street analysts believe are undervalued and will surge to higher share prices. We have ranked the cheap AI stocks to buy based on their popularity among hedge funds, as of Q3 2024, in ascending order.
Why do we care about what hedge funds do? The reason is simple: our research has shown that we can outperform the market by imitating the top stock picks of the best hedge funds. Our quarterly newsletter’s strategy selects 14 small-cap and large-cap stocks every quarter and has returned 275% since May 2014, beating its benchmark by 150 percentage points (see more details here).
Is Alibaba Group Holding Limited (BABA) the Cheap AI Stock to Buy in 2025?
An e-commerce platform displaying a wide range of products to customers online.
Analyst Upside (as of January 27): 33.40%
No. of Hedge Fund Holders: 115
Alibaba Group Holding Limited (NYSE:BABA) is the largest Chinese online retailer that uses AI in its e-commerce business. Alibaba is also expanding its presence in the cloud business. On January 21, the South China Morning Post reported that BABA’s cloud business and AI arm, Alibaba Cloud, has introduced an expanded suite of its proprietary LLMs under its Qwen family.
During the second quarter of FY2025, Alibaba Group Holding Limited’s (NYSE:BABA) cloud business posted a year-over-year increase of 7%, driven by double-digit growth in public cloud services. The company’s AI products within the cloud segment showed notable performance, maintaining a triple-digit growth for five consecutive quarters.
On January 21, BofA analyst Joyce Ju kept a Buy rating on BABA shares and increased the price target to $117 per share from a previous target of $112. The analyst expects the company to post a 9% year-over-year increase in revenue during Q3 FY2025 and surpass Wall Street estimates by 2%. Considering the sudden rise of Chinese AI startup DeepSeek, Chinese AI stocks hold a lot of promise in 2025.
Overall, BABA ranks 3rd on our list of cheap AI stocks to buy in 2025. While we acknowledge the potential of BABA to grow, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than BABA but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock.
Disclosure: None. This article is originally published at Insider Monkey.
Alibaba Group Holding (BABA) has long been known as a powerhouse in the e-commerce industry, but in recent years, the company has been making significant strides in the field of artificial intelligence (AI). With its strong focus on AI research and development, could Alibaba be the cheap AI stock to buy in 2025?
As one of the largest e-commerce companies in the world, Alibaba has access to vast amounts of data that can be used to train AI algorithms and improve its services. The company has been investing heavily in AI technologies, including natural language processing, computer vision, and machine learning, to enhance customer experiences and drive business growth.
In addition to its core e-commerce business, Alibaba has also been expanding its reach into other industries, such as cloud computing, fintech, and healthcare, all of which can benefit from AI applications. With its diverse portfolio of businesses and strong technological capabilities, Alibaba is well-positioned to capitalize on the growing demand for AI solutions in the coming years.
Despite its strong growth potential, Alibaba’s stock price has been relatively stagnant in recent years, leading some investors to view it as a cheap investment opportunity. With its solid fundamentals, strong growth prospects, and increasing focus on AI, Alibaba could be a compelling option for investors looking to capitalize on the AI revolution in 2025.
While investing in stocks always carries risks, Alibaba’s strong position in the e-commerce and AI industries makes it a potentially attractive option for investors with a long-term horizon. As always, it’s important to conduct thorough research and analysis before making any investment decisions, but Alibaba Group Holding (BABA) could be worth considering as a cheap AI stock to buy in 2025.
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Alibaba Group Holding, BABA, cheap AI stock, buy in 2025, Alibaba Group stock analysis, AI technology investments, Alibaba Group future growth, Alibaba Group stock price forecast, Alibaba Group investment opportunities.
Boeing(BA -0.51%) will release its fourth-quarter 2024 earnings on Jan. 28. Naturally, investors will eagerly await the company’s outlook from CEO Kelly Ortberg (appointed in August). There’s plenty of potential for improvement at Boeing.
Boeing in 2025
It’s not difficult to see what Boeing needs to do operationally in 2025, but it’s much harder for the company to actually do.
The Boeing Commercial Airplanes (BCA) segment must first achieve a consistent monthly output of 38 737 MAX jets before planning any production expansion. This is not only a critical event to restore confidence in its ability to deliver airplanes and keep airlines happy, but it’s also important from a profitability and cash flow perspective. Volume ramps have always been the key lever to ramp profit margins at BCA. Furthermore, investors will want to hear that the 777X is still on track for its first delivery in 2026.
In Boeing Defense, Space & Security (BDS), investors want to hear that Boeing has passed key milestones on the way to reducing risk on the fixed-price development programs that have caused multibillion-dollar charges and losses at BDS, as well as some color on when the BDS segment can return to consistent profitability.
Boeing’s upcoming earnings
Unfortunately, investors are unlikely to hear everything they want from management on the earnings report and earnings call. Boeing’s cultural transformation, as Ortberg consistently highlights, demands a sustained effort and won’t happen overnight. Small variations in quarterly earnings are unlikely to make a huge difference.
Still, aside from outlining operational objectives and administrative changes (BDS still doesn’t have a permanent CEO after former BDS president and CEO Ted Colbert left in September), there’s also the question of restoring investor confidence in Boeing’s guidance.
Image source: Getty Images.
Restoring investor confidence
There’s an unfortunate tradition of prominent industrial company CEOs leaving office while stubbornly clinging to guidance that the investment community had no faith in. For example, former General Electric (now GE Aerospace) CEOs Jeff Immelt and John Flannery ended their tenures without formally taking down guidance that would never be met.
Boeing’s former CEO, Dave Calhoun, arguably did the same thing by not taking down the $10 billion in free cash flow (FCF) in 2025/2026 aim. As late as April 2024, Boeing’s CFO Brian West told investors: “We remain confident in our ability to achieve $10 billion of free cash flow. However, given our continued focus on safety, quality, stability, we continue to expect that this goal will take us longer than we originally planned and later in the ’25, ’26 window.”
For reference, the current Wall Street analyst consensus calls for an outflow of $2.8 billion in 2025 (management has already told investors it expects a cash outflow in 2025), and just $5.4 billion in FCF in 2026.
As such, Ortberg has an opportunity to reset investor expectations, starting with 2025 guidance.
BDS adjustments
Furthermore, on BDS, Ortberg has been clear that Boeing can’t “walk away” from its problematic fixed-price programs. However, he also said BDS has “to work with the customers and see if there’s areas where we can trade things off with them and help us and help them too.
Image source: Getty Images.
Is Boeing stock a buy before it gives results?
There’s potential at Boeing. It has a half-trillion-dollar backlog and continues to win orders from airlines at BCA, and the potential turnaround at BDS boils down to internal execution. Moreover, Ortberg has an opportunity to perform a fundamental reset of investor expectations.
As such, there’s a lot to look forward to in Boeing’s earnings report, but it makes sense to wait and see what he has in store for Boeing in 2025 and whether there’s any likely progress in ramping 737 MAX production and derisking BDS fixed-price development programs while working toward returning the segment to profitability.
Lee Samaha has no position in any of the stocks mentioned. The Motley Fool recommends GE Aerospace. The Motley Fool has a disclosure policy.
As the aerospace industry continues to face challenges due to the ongoing pandemic, investors are wondering if now is the right time to buy Boeing stock before their upcoming earnings report on January 28th. With the company’s stock price fluctuating in recent months, many are looking for insight into whether Boeing is a good investment opportunity at this time.
Stay tuned for a detailed analysis of Boeing’s current financial health, market projections, and potential risks and rewards of investing in the company before their earnings report later this month. Don’t miss out on this important information for potential investors in Boeing stock.
A splashy White House announcement on artificial intelligence investment is a shot in the arm to Nvidia and a host of other portfolio stocks involved in the AI boom. The news OpenAI, Oracle , Softbank and investment fund MGX established a new company — dubbed the Stargate Project — to build AI infrastructure in the U.S. In a press release, ChatGPT creator OpenAI said $100 billion will be deployed “immediately,” with plans calling for a total of $500 billion in investment over the next four years. Construction has already started on the Stargate Project’s first data centers in Texas, Oracle Chairman Larry Ellison said Tuesday evening — appearing alongside OpenAI’s Sam Altman, Softbank CEO Masayoshi Son and President Donald Trump . The event confirms earlier reporting — dating back to early 2024 — about OpenAI’s ambitions to expand its computing footprint in the U.S. Club holdings Nvidia and Microsoft , which have maintained a close relationship with OpenAI for years, are among the “key initial technology partners” for the Stargate Project, according to a press release . Oracle, Nvidia and OpenAI intend to “closely collaborate to build and operate this computing system,” the release stated. It also read: “OpenAI will continue to increase its consumption of Azure as OpenAI continues its work with Microsoft with this additional compute to train leading models and deliver great products and services.” Investors are upbeat on the news. Shares of Nvidia rose 3.5% on Wednesday to nearly $146 each. That’s on top of a 2.3% gain in Tuesday’s session fueled by afternoon reports of the then-forthcoming AI infrastructure announcement. Microsoft added 3% to roughly $437 a share after a muted session Tuesday. Other Club companies not explicitly called out in the press release or during the White House event were up on the news. Shares of Eaton , an electrical equipment supplier with a significant data center presence, rose 4%, building on a more than 3% gain Tuesday. Strong results from electronic connectors maker Amphenol are boosting sentiment on Eaton, too. Dover , another AI data center play but to a lesser extent, initially climbed Wednesday before fizzling. The stock gained 1.7% in the prior session. Big picture The generative AI gold rush continues as companies scramble to build more computing infrastructure to meet the demands of the nascent technology. Billions upon billions of dollars have already been invested since the launch of ChatGPT in late 2022 sparked the AI boom. The Stargate Project indicates that there’s plenty more on the way, an encouraging sign for investors in companies that benefit from the aggressive spending. Nvidia, the leading maker of AI chips, is the embodiment of the AI boom. And, in a note to clients, analysts at UBS said the Stargate Project may extend Nvidia’s runway for growth beyond the next calendar year. But there’s so much more inside these data centers than just Nvidia’s graphics processing units, or GPUs, and that’s where the likes of Eaton and Dover come into the fold. Eaton is a big player in the electrical systems for data centers, utilities, and other commercial and industrial markets. A diversified industrial, Dover’s liquid cooling technology for the high-powered servers containing Nvidia GPUs is a key growth area. One question mark surrounding the Stargate Project announcement is the evolving ties between OpenAI and Microsoft, given that the ChatGPT creator and Oracle are forming a cozier relationship through this initiative. In a press release, Microsoft said crucial parts of its OpenAI partnership are still in place through 2030, such as revenue sharing agreements and OpenAI’s application programming interference, or API, being exclusive to Microsoft’s Azure cloud computing platform. The big change is that Microsoft now has a right of first refusal on new computing capacity for OpenAI. “To further support OpenAI, Microsoft has approved OpenAI’s ability to build additional capacity, primarily for research and training of models,” the company said. Some on Wall Street view this tweak as a positive for Microsoft. Analysts at Wells Fargo said the tech giant can now “take only the highest-margin or most-consistent compute” from OpenAI, with its preference being for the day-to-day use of AI models, known as inference, ahead of the more intensive training process. It also helps Microsoft “offload” some capital expenditures to other companies, Wells Fargo argued. Microsoft already intends to spend $80 billion on AI data centers in its fiscal 2025, which ends in June. “I think the partnership with OpenAI, to us, is a critical partnership. We love it. It’s working. It’s created a lot of value for us, and we plan to just continue forward with it,” Microsoft CEO Satya Nadella said in a CNBC interview Wednesday from the World Economic Forum in Davos, Switzerland. Bottom line The pledged spending from the Stargate Project, if it comes to pass, should provide tailwinds to our basket of AI stocks over the medium and long term. In the short run, the market reaction offers an opportunity in Dover. “Dover is a terrific stock to own,” Jim said during Wednesday’s Morning Meeting, arguing CEO Richard Tobin can still further reshape its business portfolio to focus on faster-growing areas. With shares turning lower Wednesday, Jim said he would buy the stock. Nvidia has become a “battleground” name of late, Jim said. Still, its leadership position in the AI race is unchanged. While we’re pleased to see Microsoft catch a bid Wednesday, it’s too early to say whether shares have actually found their footing. The stock’s recent underperformance has been “problematic,” Jim said. “This is a company that could miss its numbers” when it reports earnings next Wednesday evening, Jim said. “Now, that doesn’t mean we have to abandon ship.” (Jim Cramer’s Charitable Trust is long NVDA, MSFT, ETN and DOV. See here for a full list of the stocks.) As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust’s portfolio. If Jim has talked about a stock on CNBC TV, he waits 72 hours after issuing the trade alert before executing the trade. 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From left, President Donald Trump, Oracle Executive Chairman Larry Ellison, SoftBank CEO Masayoshi Son and OpenAI CEO Sam Altman appear in the Roosevelt Room of the White House in Washington on Jan. 21, 2025. Trump announced a joint venture to fund artificial intelligence infrastructure.
Aaron Schwartz | Sipa | Bloomberg | Getty Images
A splashy White House announcement on artificial intelligence investment is a shot in the arm to Nvidia and a host of other portfolio stocks involved in the AI boom.
OpenAI data center blitz is a boon for AI stocks. Cramer says buy Dover
The recent announcement of OpenAI’s massive data center expansion has sent shockwaves through the AI industry, with many experts predicting a surge in the value of AI stocks. CNBC’s Jim Cramer is among those bullish on the sector, recommending investors to buy shares of Dover Corporation (DOV), a key player in the AI infrastructure market.
OpenAI, the high-profile artificial intelligence research lab co-founded by Elon Musk and Sam Altman, revealed plans to build a new supercomputer cluster powered by AMD’s latest processors. This move is seen as a major step towards advancing AI research and development, and is expected to drive demand for cutting-edge data center solutions.
Dover Corporation, a diversified industrial manufacturer, is well-positioned to benefit from the AI data center boom. The company produces a range of products, including refrigeration systems, pumps, and automation solutions, that are essential for building and optimizing data centers. With its strong track record of innovation and reliability, Dover is poised to capitalize on the growing demand for AI infrastructure.
Cramer’s endorsement of Dover as a top pick in the AI sector reflects the company’s solid fundamentals and growth potential. As AI continues to reshape industries and drive technological advancements, investors looking to capitalize on this trend may find Dover to be a compelling investment opportunity.
In conclusion, the OpenAI data center blitz is set to fuel the growth of AI stocks, with companies like Dover Corporation well-positioned to benefit from the expanding market. Investors seeking exposure to the AI sector may want to consider adding Dover to their portfolio, as the company stands to gain from the increasing demand for AI infrastructure solutions.
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OpenAI data center, AI stocks, Cramer, buy Dover, artificial intelligence, technology investments, stock market, investment tips
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