Cathie Wood Goes Bargain Hunting: 3 Stocks She Just Bought
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1. Nvidia
It was the buyback authorization heard around the world. Nvidia kicked off this week by announcing board authorizations for a record $150 billion in stock repurchases. It would be a lot, but given Nvidia’s market-leading $5.5 trillion market cap, this would translate into reducing its count by less than 3%.
There is also no obligation or timeline to carry out these purchases. Nvidia’s press release indicates that it now has $235 billion in repurchase authorizations, but that only means that it hasn’t even started to eat into the $80 billion in additional buybacks it authorized in May of this year. Nvidia is still working on wolfing down s from last summer’s repurchasing announcement.
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NASDAQ: NVDA
Nvidia
Premium Feature
Moneyball Superscore
95/100
Today’s Change
(1.03%) $2.34
Current Price
$229.55
Key Data Points
Market Cap
$5.5TMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$228.79 – $230.16
52wk Range
$164.27 – $236.54
Volume
4.7M
Avg Vol
124.2M
Gross Margin
74.67%
Dividend Yield
0.23%
Stock buybacks are common when a cash-rich company has depressed s, but that’s not the case here. Nvidia stock is a good trading day or two away from taking out its previous all-time high. CEO Jensen Huang argues that the stock is cheap, and he does have a point.
Growth has been spectacular given the AI boom. Nvidia’s top-line growth has been accelerating dramatically over the last few quarters.
- Q2 FY 2026: 56%
- Q3 FY 2026: 63%
- Q4 FY 2026: 73%
- Q1 FY 2027: 85%
- Q2 FY 2027: 106%
Guidance calls for revenue growth to slow to 89% for the current quarter, but Nvidia has a history of conservative outlooks. In the meantime, you can buy Nvidia today for just 14.5 times what analysts see it earning next year. Even if growth starts to slow from here, the deceleration process has a long way to go before you arrive at a point where a forward earnings multiple in the low teens isn’t considered cheap for this high-margin market leader.
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NASDAQ: SPCX
Space Exploration Technologies
Today’s Change
(-0.18%) $-0.28
Current Price
$148.97
Key Data Points
Market Cap
$2.0TMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$147.75 – $149.16
52wk Range
$104.83 – $225.64
Volume
3.9M
Avg Vol
92.6M
2. SpaceX
It’s now been more than three months since SpaceX stock went public. Just its rockets, the IPO has had its ups and downs. The bad news is that the company behind the Starlink satellite-based connectivity service and a penchant for reusable rockets has seen its s fall by more than a third since its initial market debut pop. The good news is that SpaceX’s stock is already 42% higher than it was when it bottomed early last month.
The ceiling remains high. The floor remains low. SpaceX is currently losing money, but it’s expected to orbit that corner next year. In the meantime, revenue should more than double in 2027 and continue to grow at a healthy clip for several more years.
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NASDAQ: ABNB
Airbnb
Premium Feature
Moneyball Superscore
77/100
Today’s Change
(0.56%) $0.88
Current Price
$156.96
Key Data Points
Market Cap
$93BMarket cap calculated using publicly traded s outstanding only. Does not include unlisted, private, or dual-class non-traded s. Implied market cap may vary.
Day’s Range
$153.70 – $158.40
52wk Range
$110.81 – $193.45
Volume
21.2K
Avg Vol
4.6M
Gross Margin
72.56%
3. Airbnb
AI? Check. Space exploration? Check. A cozy beach house to entertain your extended family? Airbnb may seem an odd business for an aggressive growth investor to be loading up on here, but Airbnb is really just a tech company that has excelled at mastering the scalability of short-term rentals for rooms and residences.
Airbnb stock has been a consistent grower coming out of the pandemic, something that you can’t say when it comes to most consumer-facing hospitality and lodging platforms. Revenue is growing at a double-digit percentage pace for the sixth consecutive year. The 16% top-line growth analysts see happening this year would be its strongest in crease in three years. There may be a groundswell in some communities against the short-term rentals that Airbnb injects into neighborhoods, but that’s not as loud as the cry against data centers — and Nvidia is doing just fine as the world’s most valuable company in that regard. Airbnb checks out, in more ways than one.
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About the Author
Rick Munarriz is a contributing Motley Fool stock analyst and long-time contributor to the company’s free offerings and premium investing services, including Rule Breakers and Supernova. He has analyzed stocks across media and entertainment, retail and restaurants, and emerging technologies for The Motley Fool for 30 years. Rick holds an MBA from the University of Miami, once traveled the country with his band Paris By Air, and on weekends he can be seen on stage at Just The Funny theater in Miami as an improv comedy performer and co-owner. He is a regular guest on CNBC, Fox Business, BBC, and NPR for his expert stock analysis. He lives with his family in Miami and Celebration, Florida.
Stocks Mentioned
Nvidia
NASDAQ: NVDA
$229.34
(+0.94%)+$2.13
Motley Fool Stock Advisor’s Latest Pick
—% Avg Return
Airbnb
NASDAQ: ABNB
$159.53
(+1.64%)+$2.57
Space Exploration Technologies
NASDAQ: SPCX
$148.12
(-0.75%)-$1.12
*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.
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