At the beginning of 2025, there were continuous fluctuations, with some of the most valuable companies in the United States dragging down major stock market indices. But focusing too much on short-term market fluctuations is a mistake. By focusing on companies with strong fundamentals and the ability to meet expectations, you can filter out market noise and get closer to achieving financial goals.
Analysts believe that the following stocks are worth buying in March: chip giants Nvidia (NVDA) and Micron Technology (MU), as well as biotech giant Forte Pharmaceuticals (VRTX).
Nvidia stock sell-off is a buying opportunity
Despite Nvidia's outstanding performance and optimistic guidance, its stock price fell 8.5% last Thursday after reporting fourth quarter and full year results for fiscal year 2025.
For the first quarter of fiscal year 2026, Nvidia expects revenue to reach $43 billion, a year-on-year increase of 65.4%. However, the gross profit margin is expected to decrease from 78.4% to 70.6%.
Nvidia's sell-off may be due to investors pricing their stocks too perfectly or focusing too much on the decline in gross profit margins. But these factors are not the main focus of long-term investors. Nvidia continues to grow at an astonishing pace, while the growth of many other large tech companies is slowing down. Nvidia's stock price is sluggish, while its earnings continue to grow, which will make its valuation cheaper.
It's best to look at the problem from a more macro perspective. If you believe in the sustained growth of AI investment and the demand for more computing power, then Nvidia stock looks like a great buying opportunity at its current level. Even if you are skeptical, Nvidia's growth rate has halved, and it still grows faster than other large tech stocks.
The hidden winner of artificial intelligence in front of us
The best investment timing is often when most people sell stocks, bonds, or real estate. At present, the stock market is in a downward trend. This is not a time to stand idly by, but a good opportunity to take advantage of undervalued stocks.
With the long-term development of the AI boom, memory chip manufacturer Micron Technology will usher in a huge era of business growth. The release of ChatGPT has only been two years, and the demand for large AI servers in the market will continue to grow in the coming years.
Micron Technology's stock has underperformed the S&P 500 index over the past year and since the release of ChatGPT. This high-performance company, which is the future AI giant, currently has a forward P/E ratio of only 8.4 times. This is a huge opportunity, and the Micron stock purchased today will bring returns that surpass the market in 2025 and the long term.
A thriving large-scale biotechnology company
Regardless of the perspective, Futai Pharmaceutical is in an upward trend. This large biotechnology company has obtained two key approvals from the US Food and Drug Administration (FDA) since the end of December 2024. The revenue for the fourth quarter of 2024 increased by 16% year-on-year. As expected, the stock price of Futai has risen significantly this year. The momentum of this high flying biotech stock will not end soon.
The first FDA approval recently obtained by Futai is Alyft, which is used to treat cystic fibrosis (CF) patients aged 6 years and above. The second FDA approval recently obtained is Journavx for the treatment of acute pain. This is the first non opioid drug approved for pain relief in the United States in over 20 years, and the therapy is expected to achieve significant commercial success.
Futai has more good news. The company is accelerating the launch of Casgevy. Futai believes that the opportunity for CRISPR gene editing therapy as a one-time treatment for sickle cell disease and transfusion dependent beta thalassemia could reach billions of dollars. Futai has more drugs under development.
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