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NASDAQ:NVDA

NVIDIA Corporation (NVDA)

208.98
-1.71 (0.81%)
as of Jun 22, 2026, 6:23:31 pm Market Open.
1395 watching
0
Investor Insights
star iconJun 22, 2026, 12:00 am

This summary was created by AI, based on 114 opinions in the last 12 months.

NVIDIA Corporation (NVDA) continues to be a leading player in the AI and semiconductor sectors, benefiting from strong demand for its GPUs, particularly in data centers. The company recently achieved remarkable quarterly earnings, showcasing substantial year-over-year revenue growth driven primarily by its data center business. However, there are concerns about supply chain issues, competition from other tech giants, and the cyclical nature of the semiconductor market. Despite these worries, NVIDIA maintains strong cash reserves, high return on equity, and aggressive share repurchase programs, indicating robust fundamentals. Analysts generally have a favorable outlook, projecting significant upside potential, although some express caution given its high valuation metrics and potential market saturation.

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Consensus
Buy
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Valuation
Overvalued
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BUY
Will benefit from the metaverse. Avatars will demand high-powered graphics chips to create the user's digital twin.
BUY
He's liked this since it was in the $20's. It jumped $10 today. The CEO delivers his keynote speech tomorrow, perhaps the most important CEO speech anywhere. Despite its 136% run-up, you still have time to buy this. Retail investors can push shares up.
BUY
On Monday they hold their annual user developer conference. He expects the CEO, whom he admires, to unveil a new product pipeline that will touch every end market including self-driving cars and the metaverse. Definitely watch the conference.
BUY
On Monday they hold their annual user developer conference. He expects the CEO, whom he admires, to unveil a new product pipeline that will touch every end market including self-driving cars and the metaverse. Definitely watch the conference.
HOLD
Huge move. Semis as a group have just broken out of a very large base, as has XSD. We're now a fair ways from the 50-day MA, so if the stock were to correct, it could pull back 20-25%, to $250, without doing any technical damage whatsoever. The best semi company in the world.
COMMENT
Undisciplined investors are not bound by the normal rules of investing. It's rallied 23% this quarter. The metaverse to come will be powered by NVDA chips. It's had a monster run. He should take some profits, but he hasn't been able to.
PAST TOP PICK
(A Top Pick Oct 21/20, Up 64%) Continues to buy. Dominant leader in high-end PC gaming graphics chips. AI applications provide future growth catalysts. 25% revenue growth going forward. Higher forward PE at 51x. Mindful of higher interest rates, which will affect these types of growth names.
BUY
Chip designer. Issues with current acquisition, execution risk. In the sweet spot of the industry. Semis are a unique place to be, strategically important globally and in the US. Semis are the core for a lot of technology. Not so much in the cyclical part of the industry. Will continue to do well.
BUY
They were prepared for supply chain disruption that the economy is facing now. Also they offered new services, like IT support for those working from home. And the Delta variant has peaked, so the great reopening trade is back on. Also, the coming metaverse (3D graphics) boom will demand a lot of semis that NVDA can supply.
PAST TOP PICK
(A Top Pick Oct 21/20, Up 64%) Continues to buy. Exponential growth in everything it touches. Historical 5-year growth rate of about 23%, and looks to be topping that at 25%. Beat earning expectations 38 out of last 40 quarters. Be careful of where the tech market goes. Be prepared to take profits.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

PAST TOP PICK
(A Top Pick Mar 11/21, Up 66.7%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well. We recommend trailing up the stop (from $188) to $203. If triggered, this would result in a net investment return of 36%, considering the previous recommendation to cover half the position.
PARTIAL SELL
Quite rich. Semis are at a crossroads, so he's pared back to 20% of his portfolio. Demand now outweighs supply, but this should be more in balance within a year and this is being reflected in the share price. NVDA is the leader in designers. He's taken profits from semis and put more money into the cloud players.
PAST TOP PICK
(A Top Pick Sep 21/20, Up 80%) One of the greatest secular growth stories in the semi sector. Premier designer for its chips. Growth rates may run into some difficulty. Financials look terrific. Wrote calls against 50% of his position. Price target of $232.
DON'T BUY
Chip space has done well. It used to be a much more cyclical market. In the last 5 years, chips are being used everywhere. Supply chain demand isn't going away. Elongated secular growth. Don't put in money at these levels. Too rich.
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