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NASDAQ:NVDA

NVIDIA Corporation (NVDA)

212.63
+1.94 (0.92%)
as of Jun 22, 2026, 2:16:37 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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COMMENT

AI advacements? He likes DELL products. The stock does not have the greatest balance sheet however. He likes AI, but there are other device manufacturers that are better situated like NVDA, who is also well placed for gaming.

BUY ON WEAKNESS

A GPU manufacturer. He struggles with their valuation metrics. They have good tailwinds and there will be more investment in data centres, machine learning and AI. They have exposure in gaming as well, where e-sports are growing.

BUY ON WEAKNESS
Breakout? Their earnings were extremely good. Data centres, gaming and other areas exceeded expectations. His target is $315 -- it is getting a little expensive here. It is prone to movements down with the market. He wouldn't sell, but he would look for places to buy.
TOP PICK
They dominate graphics processor. Bi markets are videogames which amount to 50% of their revenues + gaming 25% + cloud 25%. AI is 5%, but they're a leader there, and 5% in self-driving which is emerging. This sector pays great margins. (Analysts’ price target is $255.76)
WATCH
It had a really ugly 18 months. Management were very clear in their guidance. The fundamental story around AI still remains. It is a good company but there is a caution around semiconductors. Buy them when they are broken. For now, let it run and see what happens.
COMMENT
TXN or others? He owns some semi-conductors like NVDA and XLNX. He does not own TXN. If you want yield, he would suggest INTC.
BUY
The huge run up in 2017-18 is forgotten. Now it has consolidated after falling.
COMMENT
A tech supplier? You could look to AI producers, like AMD or NVDA.
BUY
A chip company that benefits from the move towards AI. Chip stocks have fallen off in the last year, but they are starting to recover. One of the best companies in the field. It's expensive but it is best in class that you can put new capital into.
BUY
The poster child for the space. They are into gaming, new lighting technology and they have exposure into autonomous vehicles. They are also entering into machine learning -- algorithms processing growing patterns.
BUY
It made a low in December with a higher low in Februay. First resistance will be at $160, then at $182. If it breaks that, it will challenge its old $300 high. It participated in today's rally which is a good sign.
BUY ON WEAKNESS
It has had a bit of a run and then came down. It is a bit more compelling than it was earlier. You are seeing strength come back with new gaming cards.
DON'T BUY
One concern is that with the bust in blockchain, lots of facilities are not in demand right now. It will be a while before this comes back. If you want to play the crypto craze, look at the ones that are developing the technology instead of at the computer end.
PARTIAL BUY
Pullback provides great value. But you have to be careful where you think tech's going to go in the next 6 months. Company and fundamentals are in good shape. The Huawei thing is going to hurt the sector. Piece it into your portfolio in the next couple of months.
DON'T BUY
Sees more blood in the streets. Has a beta of 2.28, so lots of volatility. China issues with semi-conductors. He stays away from the high beta stocks. Bought back stock while price was going up. Now price has fallen, with no share buybacks. Buying back when shares are on sale makes the most sensible use of free cash flow.
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