The stocks to be seen in February – and what to monitor

Shares Rose in JanuaryRewarded by Encourage inflation dataand optimism On the agenda of President Donald Trump, supporting business, and declaring a Amnesty International Infrastructure Investment.

But the month was not without the pitfalls. The Trump administration was wandering on the market on the last day of the month, with its plan to move forward Definitions against China, Canada and MexicoThree of the largest trade partners in America. Plus, technology Investors have been arrested By surprisingly issuing an effective Chinese International Amnesty International model, raising questions about the competitiveness of American models and the wisdom of the massive Silicon Valley spending.

Below, we look at some stocks that can see noticeable price movements this month.

Nvidia (NvdaStock Decline In the last week of January, when Wall Street flared up from the Chinese start starting Dibsic The amazing effective artificial intelligence model says it costs about $ 6 million to develop it. Deepseek says she trained her model on NVIDIA H800 chips, which are designed to comply with export restrictions and provide lower results to the most advanced chips available to American companies.

The success of the model prompted many to ask whether it was more powerful chips that have been used, and if not, whether export restrictions need to tighten to prevent China from developing artificial intelligence that matches American capabilities. On Thursday, the leaders of the Congress Committee in charge of evaluating relations between the United States of China urged President Trump’s national security advisor to tighten restrictions. It is said that NVIDIA CEO of Huyang Travel to the White House Friday, Dibsic is supposed to discuss.

Patrick T. Fallon / AFP / Getty Images

Nvidia Jensen Huang CEO presents a major title at the Consumer Electronics Trade in Las Vegas, Nevada on January 6, 2025.

In addition, NVIDIA is scheduled to report profits for the three months ending January 31 after the markets were closed on February 26. In the profit call, analysts are likely to wonder about HUANG about the repercussions of Deepseek on NVIDIA and whether its sales expectations have changed.

After obtaining 170 % in 2024, NVIDIA shares decreased by 11 % in January.

Balnter (FungiThe profits of the fourth and entire year after the bell will be reported on Monday, February 3, and investors hope that the results will justify their high evaluation.

The software company was one of the biggest winners of the AI crazy in Wall Street. The shares have increased by about 400 % in the past 12 months, and on Friday, it increased by 1.6 % to close at the highest level ever. Shares P/E ratio. Of more than 400x is one of the highest rates in S&P 500.

the Consensus Followed by the visual alpha is that Palantir will reach a modified profit of 11 cents per share, up from 8 cents a year ago. The total profit of the entire year is expected to reach 38 cents compared to 25 cents last year. Revenue is expected to grow by 27 % to about $ 775 million in the fourth quarter.

Palantir’s results such as Servicenow (Servicenow software) can land (now), Which came last week slightly less than revenue estimates, causing his shares Double numbers decline. Eleven of 13 analysts in Paltier set the arrow “suspension” or “sale”. The average target price of $ 50.33 is approximately 40 % lower than record on Friday.

Applovin market software company)programIt is scheduled to report quarterly profits after the closing bell on February 12.

Applovin was the best performance stock in Russell 1000 during the past year, with more than 700 % in the twelve months until Friday. The shares increased nearly 50 % the next day the last profit report in November.

Investors condemn their amazing returns for high demand for advertising tools on behalf of Applovin. The company’s advertising revenues grew by 66 % in the third quarter, while its profit doubled three times.

Most analysts remain up. Nine of the Applovin 11 analysts that were followed by Visible Alpha assigned the “purchase” buying “buying”; The other two “comment”. The average target price of $ 381.60 is 3 % higher than the closing price on Friday.

Allstate (everyoneHe is scheduled to be reported to the fourth quarter profits after the markets were closed on Wednesday, February 5, and then hosts its profits with analysts the next morning.

Allstate is one of the largest property insurance companies in California, and its guidance can reflect the severity of the damage caused by forest fires in Los Angeles last month. The Costar Group real estate services group estimates that fires have caused more than $ 30 billion in property damage, making it more fire in the history of California.

Analysts are likely to ask the executives about the estimated cost and what fires mean The future of her business in California And other disasters.

Despite the risk of huge disasters losses, Wall Street is generally optimistic about allstate stocks. Ten out of 11 analysts were tracked according to the average alpha visible, “purchase”. The only Outlier recommends selling. The average target price of $ 231 is 20 % higher than the closing price on Friday.

Oil stocks, including Exxonmobil (XomChevron (CVX), It can be volatile in February, when President Trump continues two essential promises of campaigns.

Trump’s promise to “launch US energy” by reducing government regulations and encouraging American oil producers to “drill, child, drilling.” While addressing the World Economic Forum last month, Trump effectively He called the Kingdom of Saudi Arabia Wolak to reduce global oil prices by increasing production. OPEC+ will meet on February 3 to determine production levels, and with oil prices homing near its lowest level since 2021, OPEC is unlikely to respond to Trump’s invitation.

The Trump administration tariff for Canadian and Mexican imports can give up the oil markets this month. While the White House imposes 10 % of customs tariffs on Canada’s energy imports, unlike 25 % for other commodities, the policy raises the costs of American refining refineries, and eventually consumers. In 2023, Canadian crude made up 50 % of US oil imports and Mexico represented 11 %. Canada and Mexico pledged revenge Their tariff.

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