NASDAQ:NVDA

NVIDIA Corporation (NVDA)

219.22
+7.28 (3.43%)
as of Aug 5, 2026, 8:00:00 pm Market Open.
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star iconAug 5, 2026, 12:00 am

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

NVIDIA Corporation (NVDA) remains a highly discussed stock among experts, with a primary focus on its position as a leader in the AI chip market. Analysts praise the company's robust revenue growth, strong cash flow, and substantial share buyback programs, viewing it as a long-term investment despite concerns about competition and future margin pressures. The consensus reflects a bullish sentiment, underscoring a projected earnings growth rate that remains impressive over the next few years. Many experts highlight the potential risks associated with cyclicality in the semiconductor industry and emerging competitors, yet they primarily view NVIDIA as a vital player in the ongoing AI revolution. Overall, while some caution against current valuations, the company's fundamentals suggest sustained demand for its products, making it a focus of interest for investors looking toward future advancements in AI technology.

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Consensus
Bullish
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Valuation
Overvalued
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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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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.
BUY
Their gaming business continues to grow and is currently 49% of their total revenues. A dominant player and, through acquisition, can do even more.
WEAK BUY
They're in the sweet spot, not going too high or low. The stock split encourages retail investors. He'd still buy this, though he doesn't like tech as a whole now.
BUY
Nvidia hit an all-time high today after an analyst upgrade Today's new $750 price target (an all-time high) will encourage other analysts to raise their own targets above $800. This will continue to run.
BUY
It is trading at 38x 2023 and 21% EPS growth. On a PEG basis, not bad. A must own name. It has a head scratching valuation, but it always grows into them. Want to buy before the split. Buy in pieces.
COMMENT
They report Wednesday. It popped today. The chipmakers have a lot going for them, but he wants to hear how confident they are about getting regulatory permission to acquire ARM Holdings (which he owns).
BUY
Extremely well run. Issue is they're fighting to buy a UK company. A great company. If you buy and hold for 5 years, you'll do spectacularly.
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