NASDAQ:NVDA

NVIDIA Corporation (NVDA)

216.00
+5.04 (2.39%)
as of Oct 26, 2026, 8:00:00 pm Market Closed.
1407 watching
0
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.
BUY

Interesting industry, with political aspects. Chips are vital. US is ahead of China in its ability to manufacture chips. TSM is one of the great foundry companies. Huge capex in the next few years. You can also look at NVDA (gaming, cloud) and QCOM (5G).

PAST TOP PICK
(A Top Pick May 14/20, Up 90%) Continues to buy it. Semis are building blocks of a global economy. Highly economically sensitive.
BUY
Likes the semi-conductor name. Very much cyclical and we are seeing a supercycle. He would want to be in a name with AI aspects so NVDA would be his choice to put fresh capital into.
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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 21.1%)Stockchase Research Editor: Michael O'Reilly Our PAST TOP PICK with NVDA is progressing well and has achieved our initial $630 target. To remain disciplined, we recommend covering 50% of the position and trailing up the stop (from $425) to $520 -- the original recommended entry level. This will all but guarantee a minimum investment return of 10%.
BUY ON WEAKNESS

NVDA vs. INTC vs. AMD AMD is taking market share from Intel, and its earnings growth is superior to Intel. Intel is in the midst of restructuring. Ongoing chip shortage, but this is a cyclical industry. Of the three, Nvidia has the most attractive long-term growth platform, but its valuation is very high. She's going to keep watching NVDA for an attractive entry point.

WAIT

Excellent company. He exited last year after its great run in 2020. Industrial chip space, such as TXN, didn't do as well, so 2021 will be an easier comparison in the short term. Does well when crypto mining does well.

STRONG BUY
Grace: https://www.anandtech.com/show/16610/nvidia-unveils-grace-a-highperformance-arm-server-cpu-for-use-in-ai-systems Nvidia today announced new server CPU called Grace. They are challenging all peers. The CEO Jensen Huang, whom he already admires, outdid himself. The company also announced sharply better numbers. Shares popped over 5% today. The company innovates, reinventing itself every year to become America's most powerful semi-conductor company. This stock seems expensive, but it keeps beating the street and will appear cheaper a year from now. NVDA will see analyst upgrades after today's news.
DON'T BUY
A chip maker, more on graphics card side. Bitcoin mining is also a big source of revenue for them. Doesn't hold it but price momentum and valuation is pretty okay. Expensive on price to earning but it is high quality. Has flatlined though like with other growthier companies.
BUY
With the worldwide shortage, likes that there's a big impetus to own semiconductor stocks. QCOM is not his top choice. He'd rather look at TSM or NVDA, with higher growth profiles.
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Curated by Michael O'Reilly since 2020.
1550+ opinions with 4.81 rating (one of the best performing expert).

TOP PICK
Stockchase Research Editor: Michael O'Reilly NVDA is a world leader in semiconductor processing. Already involved in much of the technology behind AI, it is well positioned to see further growth to come. It trades at a higher PE than its peers, but with EPS growth of 50% expected again this year and sales up over 60% last quarter it is well positioned. The stock price pullback since early in the year now affords a better buying opportunity. It pays a small dividend, backed by a payout ratio of 10% of cashflow. We would buy this with a stop-loss at $425, looking to achieve $630 -- over 20% upside (and more likely much more to come). Yield 0.13% (Analysts’ price target is $630.87)
PAST TOP PICK

(A Top Pick Feb 12/20, Up 89%) He now owns AMD instead. It still fits into the reflation trade and the more cyclical parts of tech.

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