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2026-09-30 22:17 • The Motley Fool Positive Axe Cap view: Selective

Nvidia stock could reach $400 within five years (a 75% gain from $229) if earnings hold around fiscal 2028 levels. The analyst projects $15.50 EPS by fiscal 2028 based on 70% revenue growth, requiring only modest 5-6% annual earnings growth thereafter at a 20x P/E valuation. However, the forecast depends critically on avoiding a chip downturn, as Nvidia has experienced 55% net income drops before and faces concentration risk with hyperscalers accounting for $49B of $89B in data center revenue.

Axe note: Nvidia’s growth hinges on sustained AI chip demand but comes with notable risks, leaving rand investors cautious.

2026-09-30 21:30 • The Motley Fool Positive Axe Cap view: Selective

Cantor Fitzgerald maintains a neutral rating on Rivian while setting a $19 price target, implying 20% upside. The article argues Rivian's valuation is underappreciated relative to Tesla, citing growth potential from its affordable R2 SUV launch and exposure to the robotaxi market. Rivian's gross margins of 2% lag Tesla's 19%, but could improve with economies of scale. The company is positioning itself as a supplier to robotaxi operators like Uber, which agreed to purchase up to 50,000 R2 SUVs.

Axe note: Rivian targets growth with affordable SUVs and robotaxi deals, but South African investors should approach with caution.

2026-09-30 21:21 • The Motley Fool Positive Axe Cap view: Selective

Celcuity stock gained 2.8% on Wednesday as the biotech company launched its first FDA-approved drug, Revtorpyk, for HR+/HER2 breast cancer treatment. The company also introduced support services for patients and physicians. The stock outperformed the broader market, which saw the S&P 500 decline 0.3%.

Axe note: Celcuity’s stock rose after FDA approval of its breast cancer drug, signaling early optimism.