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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
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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

Nvidia is one of his favourites because of this big momentum market. Prefers it to, say, Netflix.

BUY

AMD and Nvidia make great products and have great leaders. They are best in class. Nvidia's CEO is a modern Da Vinci. If Nvidia can close the ARM deal, it will become the most important semi-conductor company of our time. The government is using chips from both companies for its super-computer as it awaits Intel's delayed product.

BUY
Semis are more tied to the business cycle, so in a reflationary environment, they should continue to do quite well. Earnings were very strong, trading at virtually a new high. 3 areas of growth: cloud, video gaming, and crypto. Great company. AMZN is great, but not as well set up.
COMMENT
They report tomorrow It's in a challenging sector. Who has the best chips? The best next-generation ones? He prefers Taiwan Semiconductor, given lower risk. That said, NVDA is top of the class in this space. He expects strong earnings tomorrow; demand has never been stronger for their chips. His only complaint is NVDA's high 44x forward PE. Taiwan is around 24x forward PE.
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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 44.5%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well. We now recommend trailing up the stop (from $170) to $188. If triggered this would all but guarantee a investment return over 30%, when including the previous recommendation to cover half.
HOLD
He has never made it a Top Pick because it never stops going up and he is scared. He continues to like it. It is tougher for him to make a new buy than to hold. They are dominant in GPUs. The build-out of high performance computers is only going to continue. (Analysts’ price target is $203.25)
PARTIAL SELL
One of the greatest secular growth stories. Cloud business should see continued secular strength. Acquisition of ARM puts it in an enviable position. Could be a game-changer. ARM's valuation is reasonable and would be immediately accretive. He's trimmed. Price target of $215-220.
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Unlock this Panic-proof Portfolio opinion with Stockchase Premium

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 37%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well and is doing a 4:1 stock split. We are recommending trailing the stop up to $170. If triggered this would all but guarantee a minimum investment return of 24%.
COMMENT
Jumped 5% today on news that it could be allowed to buy competitor ARM Holdings. The big money is betting against this deal. If the deal happens, NVDA would become a major player in CPUs for cell phones and PCs.
HOLD
Great company and growth potential. Semis in general will do well over the next little while. Many are cyclical and commodity driven, but NVDA's are more high-end
BUY ON WEAKNESS
Hold and buy under $700. Loves the company.
BUY

If you look to the future, NVDA will touch all those technologies. Astounding growth profile. Ahead of the competition. Long runway. Hard to get your head around the valuation, but if you buy, you'll probably be happy years down the road. A great company. He owns TSM instead, for the lower risk.

HOLD
One of his top picks in the industry. Story is clear cut. Completely dominating GPU, with machine learning and AI. The ARM acquisition will get done over time, and he sees the value proposition for consumers. Has had a great run, but he's comfortable with it on a 5-year horizon.
BUY
Crypto and gaming are areas that'll continue to grow, so Nvidia is in a sweet spot to take advantage. This will continue to grow. Revenues and market share continue to rise and impress him.
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