Opinions
Brian Madden
NVIDIA Corporation
NVDA-Q
BUY
Mar 21, 2025
$117.390
Stock price when the opinion was issued
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HOLD
Probably a good place to write some calls against it, especially as average analyst price target is ~$175. Over next few days, analysts will probably up price targets due to H20 chips being allowed to China. It'll be king of the hill for at least 18 more months. Should definitely be in your top 5.
(Analysts’ price target is $175.00)
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BUY ON WEAKNESS
NVDA vs. AVGO
Clear winner, because its chips make AI possible. There is some competition out there, but AVGO isn't one of them. Look for a good buying opportunity.
He sees a parallel with INTC, which was a darling for many years. Not now. NVDA still has the market share; there are companies trying to catch up, but NVDA is still further ahead.
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Forefront of AI revolution, which is in early innings but a long game with fits and starts. Technological superiority. DeepSeek started the uncertainty, bringing into question the capital spend by hyperscalers.
Big run, but earnings have moved along in step, so PEG is actually less expensive than before. PE has contracted to high 20s, earnings expected to grow at a similar cadence for the next 3 years. Pullback is buyable.