Ahead of Nvidia’s earnings, these 10 chip stocks could be poised to rally
May 28, 2025 11:27 AM ET By: Jason Capul, SA News Editor
The spotlight is firmly on the semiconductor sector on Wednesday, with Wall Street bracing for the latest quarterly earnings report from Nvidia (NASDAQ: NVDA). The highly anticipated results are set to be released after the closing bell, and are expected to have ripple effects across the entire chipmaking industry.
As one of the world’s largest businesses, Nvidia’s performance often sets the tone for the broader tech and semiconductor markets. A strong beat on analyst expectations could spark a rally across the space, with several industry players poised to benefit from positive sentiment.
In anticipation, investors are turning their attention to top-performing semiconductor stocks, as ranked by Seeking Alpha’s proprietary Quant system. This model evaluates companies using a blend of value, growth, profitability, earnings revisions, and momentum metrics—offering a data-driven perspective on potential outperformers.
Listed below are the top 10 semiconductor stocks ranked in accordance to SAA’s quant grades.
No. 10: Himax Technologies (NASDAQ: HIMX), quant grade of 3.84.
No. 9: Rambus Inc. (NASDAQ: RMBS), quant grade of 3.94.
No. 8: ACM Research (NASDAQ: ACMR), quant grade of 4.14.
No. 7: Micron Technology (NASDAQ: MU), quant grade of 4.32.
No. 6: Analog Devices (NASDAQ: ADI), quant grade of 4.57.
No. 5: Astera Labs (NASDAQ: ALAB), quant grade of 4.69.
No. 4: Taiwan Semiconductor Manufacturing Company Limited (NYSE: TSM), quant grade of 4.73.
No. 3: Credo Technology Group (NASDAQ: CRDO), quant grade of 4.96.
No. 2: Navitas Semiconductor Corporation (NASDAQ: NVTS), quant grade of 4.97.
No. 1: Rigetti Computing (NASDAQ: RGTI), quant grade of 4.99.
For more on the semiconductor industry see a grouping of exchange traded funds that offer exposure towards the space below: |