NASDAQ:NVDA
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Nervous markets await NvidiaThis summary was created by AI, based on 186 opinions in the last 12 months.
NVIDIA Corporation (NVDA) is currently navigating a complex landscape defined by strong demand for AI chips and significant competitive pressures from both established tech giants and emerging industry challengers. While experts acknowledge the company’s impressive earnings growth and dominant market position in the semiconductor industry, there are underlying concerns regarding valuation and future margin sustainability. Many analysts express caution due to recent volatility and external factors like trade tariffs, which could affect demand. Despite these uncertainties, the overwhelming sentiment is one of optimism for NVIDIA's long-term trajectory, driven by the anticipated rollout of new technologies and ongoing AI adoption across various sectors.
The poster child. Gone up a lot, and its valuation is probably 40x forward PE. Quite expensive, unless you believe that it can maintain the treadmill of that kind of growth. He's not saying the growth is over, just that maybe the growth slows down from here. Perhaps the valuation has to stay here while earnings catch up, or it has to come down a little bit.
See his Top Picks.
It just reported a top and bottom line beat and reiterated its full-year forecast, but data centre sales came in a little light, so the stock got dinged after hours. Mostly, the stock was up 35% for the year going into the print and it was priced to be perfect. Overall, a good quarter, but didn't address the conundrum that megatech companies are getting the bang from their buck in buying NVDA stuff. China is another issue. Own this, don't trade it.
The AI hype is way overextended, like the dotcom era. NVDA's market cap is bigger than all of France or the UK or Canada. Ridiculous. If you own it, trim and take profits. NVDA is only one component of AI with software being another. Why is NVDA soaring and the other components are lagging? Is a recipe for disaster.
They report later this week. In some ways, they will hit it out of the park, but how much sentiment is built into the stock already? NVDA has had a huge run, doubling since April. He suspects some people are over-invested and few who are under-invested. No, he won't buy it ahead of earnings, unless you're a daytrader looking at options.
Sure, there are concerns including their demand in China, and will the hyperscalers cut back on buying NVDA chips? You can't have gen-AI without NVDA chips. The new NVDA chips allow chatbots to reason--reasoning will be the holy grail of the AI generation. Selling ahead of this week's report is wrong.
He'd still buy here. Always fireworks around quarterly earnings. It's run up, but fundamentals are outstanding. Clear technical superiority in AI chips. AI infrastructure buildout will keep order books full for a long time. Major beneficiary of AI capex.
No contest. This is the one to own.
Marries hardware and software and applying massive improvements to push product cycle forward. AI wouldn't exist if not for NVDA. Capex cycles do end, so it won't be the honeymoon period forever. But we're only in 4th-5th inning, much more growth to go on the capex front. Still underbuilt, undersupplied, AI still taking off.
Earnings are coming up, and he thinks they'll beat and raise again. Yield is 0.02%.
NVIDIA Corporation is a American stock, trading under the symbol NVDA-Q on the NASDAQ (NVDA). It is usually referred to as NASDAQ:NVDA or NVDA-Q
In the last year, 105 stock analysts published opinions about NVDA-Q. 79 analysts recommended to BUY the stock. 18 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for NVIDIA Corporation.
NVIDIA Corporation was recommended as a Top Pick by on . Read the latest stock experts ratings for NVIDIA Corporation.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
105 stock analysts on Stockchase covered NVIDIA Corporation In the last year. It is a trending stock that is worth watching.
On 2025-09-05, NVIDIA Corporation (NVDA-Q) stock closed at a price of $166.43.
We reiterate NVDA as a TOP PICK. One has to wrap their head around the valuation of 51x earnings and 42x book. However the 100% ROE along with growing cash reserves that are allowing aggressive share buyback and debt retirement attest to its dominate position in the global development of AI. If the US government allows sales to China, NVDA will be unstoppable. We recommend maintaining a tight-stop at $156, looking to achieve $214 -- upside potential of 26%. Yield 0%
(Analysts’ price target is $214.00)