Zacks Highlights NVIDIA and Apple as Opportunities Amid Market Volatility

Tech giants NVIDIA and Apple have seen their shares slow in early 2026, but analysts remain bullish on their long-term prospects.

Apr. 1, 2026 at 11:29am

The Zacks Investment Ideas feature has highlighted NVIDIA (NVDA) and Apple (AAPL) as attractive investment opportunities despite recent market volatility. While both tech giants have seen their share prices stall to start 2026, analysts remain optimistic about their robust cash flow, favorable earnings revisions, and strong demand outlooks.

Why it matters

NVIDIA and Apple are two of the most prominent and influential technology companies, with their performance often seen as bellwethers for the broader tech sector. Highlighting these stocks as potential buying opportunities amid market uncertainty provides valuable insights for investors looking to capitalize on the current environment.

The details

NVIDIA has continued to see strong growth in its data center business, a key driver of its overall performance. The company posted record sales of $68.1 billion, up 73% year-over-year, along with adjusted EPS of $1.62, an 82% increase. Apple also delivered impressive results, with revenue reaching $143.8 billion, a 16% year-over-year jump, and adjusted EPS of $2.84, up 19%. Both companies have seen positive earnings revisions for the current and next fiscal years, indicating analysts' confidence in their outlooks.

  • NVIDIA reported its latest results in early 2026.
  • Apple reported its latest results in early 2026.

The players

NVIDIA

A leading semiconductor company that specializes in graphics processing units (GPUs) and is a key player in the artificial intelligence (AI) infrastructure buildout.

Apple

The multinational technology company known for its iconic iPhone, iPad, and Mac products, as well as its growing Services business.

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The takeaway

Despite the recent market volatility, NVIDIA and Apple remain attractive investment options for investors. Their robust cash flow, positive earnings revisions, and strong demand outlooks make them well-positioned to weather the current uncertainty and continue delivering value for shareholders.