The Motley Fool·2026-03-17 08:12Group 1: Nvidia - Nvidia develops GPUs, CPUs, and high-performance networking equipment, holding over 80% market share in AI accelerators [5][6] - The company reported a 73% increase in revenue to $68 billion and an 82% increase in non-GAAP earnings to $1.62 per diluted share for the fourth quarter of fiscal 2026 [8] - Nvidia's median target price among 69 analysts is $265 per share, implying a 47% upside from its current price of $180 [9] - The stock trades at 38 times adjusted earnings, which is considered cheap given the expected 39% annual earnings growth through fiscal 2029 [10] Group 2: Micron Technology - Micron develops memory and storage solutions, including DRAM and NAND flash memory products, and is the third largest supplier in these categories [11][12] - The company reported a 56% increase in revenue to $13.6 billion and a 167% increase in non-GAAP net income to $4.78 per diluted share in the first quarter [15] - Micron's median target price among 49 analysts is $450 per share, implying a 6% upside from its current price of $426 [9] - The stock trades at 38 times adjusted earnings, but Wall Street expects earnings to decline sharply after fiscal 2027, making the current valuation appear expensive [16]