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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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PARTIAL BUY
Peaked in September, and now down. Target of $595, shouldn't go below $470. One of the greatest semi-conductor growth stories. Arm acquisition puts them in a strong position. Buy a partial position here, another around $500, and another around $470.
TOP PICK
Represents the future. Leading designer of graphics processing units, GPUs. Data centres, automotive, gaming. Moving into artificial intelligence. In next few years, revenue should top 25%, and earnings growth should top 20%. A growth name with a great future. Yield is 0.12%. (Analysts’ price target is $546.97)
BUY

NVDA vs. MSFT Both have been great. Likes them both. NVDA has one of the best graphics processors and they've been riding the trend, which isn't slowing down. A good one if you can handle the volatility of the semiconductor processing space. Good if you want growth in this depressed GDP era. MSFT is a more stable business. Long-term stable dividend growth in this low interest rate environment, with its subscription model, data centres, and cloud business.

BUY

All semis can get a big boost from a Biden win, because he will will likely relax US-China trade tensions which pressured markets during Trump's term. Broadcom and Nvidia are trying to do takeovers that require the permission of the Chinese government. NVDA is trying to buy Arm Holdings, a great company, but China dragged its feet when NVDA tried to buy a company despite no anti-trust worries. This will change under Biden.

SELL ON STRENGTH
Allan Tong’s Discover Picks In the climate change category. Depending on the evaluator and their methodology, Nvidia either scores very high (A- from the Carbon Disclosure Project in 2019) or mediocre (62.8% according to Newsweek, though that was in 2017). Nvidia could do better in its use of water, a key component in producing computer chips. Nvidia falters in human rights as questions arise about forced labour in parts of the world, based on two reports. One is by KnowTheChain, which awards Nvidia a failing grade of 30, compared to 70 by Hewlett Packard. Read PEP and NVDA: 3 More Top Recognized ESG Investing Options for our full analysis.
BUY
It's one of the largest "bellcap" (bellwether) stocks. Nvdia is talking about new super-computers harnessing the power of the company's semi-conductors for drug development. Their brilliant CEO, Jenson Huang in today's conference call says he wants to dominate the data centre and A.I.
TOP PICK
It's the darling of the semis, a super secular growth story. He targets $552.50. With the purchase of ARM, it puts Nvidia in a position of strength to lead the A.I. revolution in the coming years. There are regulatory hurdles and customer concerns, though. Buy a third now, then add another third at $490, then $425, and the final tranche at $350. (Analysts’ price target is $554.47)
BUY

Today, NVDA announced it would buy the semi-maker business, Arm Holdings, from SoftBank today which should make NVDA the king of the semis. Though NVDA is up 100% this year, it continued to rise today. The deal is a game-changer and accretive to earnings. There is a fear that regulators will halt this deal. He firmly believes in CEO Jensen Huang. It's wrong to think that Nvidia is overvalued though it's trading at 57x earnings. In 2018, it was considered overvalued too, but actual earnings were so much higher than expected that the stock looked cheap in retrospect. He thinks that will happen again.

DON'T BUY
One of the tech darlings, so it's expensive. Not like the rest of the FANG stocks where the valuations are more connected to the earnings. There's a lot of speculation built into the price. A good company, might be great over time, but too expensive.
SELL

NVDA vs. INTC Does graphic processing. Took money off the table. Has now overtaken Intel in market cap. In e-commerce, data is everything, and this is where the chip makers contribute in three areas: memory, CPUs, and graphic processing units. Likes Intel, as it's hard to find value. Trading at PE of 9x. AMD is trading at 163x, and Nvidia is trading at over 90x.

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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

BUY ON WEAKNESS
Stockchase Research Editor: Michael O'Reilly NVDA has been a stock on the rise and analysts have raised price expectations to $540 as they see a bright future in 5G and work-from-home technologies. The company also have profitable divisions in gaming and data centers usage. A new gaming chip is set for release August 21, just after earnings announcement on the 19th. We would not chase after this, but rather would look to buy into short term weakness if it comes, down at support of $430. Yield 0.13%.
BUY ON WEAKNESS
NVDA is a graphic chip designer. A great company that has done well in this rally. It is just to expensive to buy at these levels.
TOP PICK
Semiconductors are the basic building block of today's economy. We are headed into 5G networks. 25% of their business is data center, growing at 50% per year. 50% of their business is gaming (teenage kids at home). The rest is graphic design and they have the technology in these spaces. They may get slowed down a bit during COVID, so if you can get it lower, great. (Analysts’ price target is $307.29)
BUY
There is a lot more gaming going on and then there are the data centers. With people working from home there will be a better upgrade cycle with personal computers. These guys should do well because of the data center side.
BUY ON WEAKNESS
The darling with AI. They have gotten into quantitative computing as well. They just reported and earnings looked good. It is at the top end of his valuation target of $277 per share. He owns this and will look to buy on weakness.
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