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This summary was created by AI, based on 187 opinions in the last 12 months.

The reviews from different experts about NVIDIA Corporation are mixed. Several experts are confident in the company's future growth potential, particularly in the AI and data centre markets. However, there are concerns about potential competition in the future and the stock's high valuation, leading to some experts trimming their positions. Overall, the company's impressive financial performance and market dominance are acknowledged, but potential risks and overvaluation are also highlighted.

Consensus
Mixed
Valuation
Overvalued
Similar
AMD,AMD-Q
WEAK BUY
NVIDIA Corporation

Semiconductors have pulled back since 1H. This name's done OK, but not the huge outperformance it had before. Technicals still show an upward trend, which is positive. Unless it breaks the trend, it's positive; look for that before you take action. Watch $130 level, as that's where the trend would be broken.

If the market rallies, NVDA will participate as well. So he's positive in the short term.

computer software / processing
PARTIAL SELL
NVIDIA Corporation

Great run, but he's taken money out. Trepidation about maintaining margins and the growth of Blackwell and data centres. So far, other competitors have not caught up. Concerned about semis in general; SMH ETF has not recovered from July peak the way the rest of tech has. NVDA is 25% of the SMH.

computer software / processing
BUY
NVIDIA Corporation

The great thing about talking to him is that he's very detached from the fundamentals. Making higher highs and higher lows. It based and that was healthy, as it went parabolic for much of 2023 and 2024. Looking at the angle of ascent from late 2023 onward, it was crazy. Now breaking out. Can't see a problem owning at this point, a good story.

computer software / processing
WATCH
NVIDIA Corporation

Today's the big day. Short-dated options from market makers show NVDA trading about 8-8.5% on either side of the close at end of day. A lot of the market makers will have to cover on their options, probably more so to the downside. 

Last time it reported in August, it was a great report with OK guidance, but over the next couple of days it traded from $125 all the way down to $95. You're going to have some opportunities to get in. For him, you have to own it, must be one of your top picks.

Right now, the largest market-cap company in the world, about $3.6T. If you extrapolate on its growth rate which is conservatively in the low 20%s, then market cap by 2029 could be anywhere between $5.6-6.3T. And that will be reflected in the stock. We can say this because it's really cornered the market on data centre accelerator chips; no one is even close. 

Now at $146, so runway is a bit short. However, it owns 88% of the accelerator chips in data centres, which are the big buyers out there. Some hyperscalers are starting to build in-house chips which will eat into its business, but at the same time governments are ramping up. Plus, there's still the gaming side, which contributes about $10B a year. Automotive chips too -- right now $3B, but estimated to be in excess of $20B by 2029. Lots of horses in the race.

(Analysts’ price target is $154.25)
computer software / processing
BUY
NVIDIA Corporation
It reports Thursday. Just reported that their chips are overheating.

They have the most advanced chip on the market that nobody can replace.

computer software / processing
RISKY
NVIDIA Corporation

It boasts five straight quarters of triple-digit earnings growth. The stock continues to strengthen. They last guided $32 billion on data centre revenue vs. the street's $31.7 billon. If they come in above their guidance, this stock should be okay. But remember that NVDA has a history of sharp drawdowns even when they report a beat. Last August, it fell on a very short bear market. Be aware of that. You must accept that volatility.

computer software / processing
BUY
NVIDIA Corporation

It reports next week. It remains her largest position, despite regular trimming. NVDA will continue to increase until they eat into the backlog sometime in the future.

computer software / processing
WATCH
NVIDIA Corporation

Huge momentum stock because of demand for chips to build large language models. Close to 40x PE, but growth has been pretty substantial. Concerns about how much capital the cloud companies are spending on chips, scaling might be hitting a wall. Should be more clarity on that in next 6-12 months. Don't chase.

computer software / processing
PARTIAL SELL
NVIDIA Corporation

Had its day in the sun, which will likely continue for a time. Be cognizant of what percent of your portfolio is in NVDA (higher percentage brings higher risk); his maximum position size is 6%. A number of companies are trying to skirt NVDA and build their own chips. At some point its lead will decline, though no one knows when.

computer software / processing
WATCH
NVIDIA Corporation

One of the major chip maker names to consider for your portfolio. Adds value to the supply chain.

computer software / processing
BUY
NVIDIA Corporation

Already, cash-rich Google, Microsoft, Meta and Amazon talked about spend spend spend, which NVDA which get a piece of. They will crush earnings again on Nov. 20 and will break out into earnings, after basing at $130. At least a few more good quarters lie ahead.

computer software / processing
BUY
NVIDIA Corporation

CEO Jensen will deliver on Nov. 20's quarterly report. Buy the news and fundamentals ahead of time. NVDA remain the leader in semis.

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This is a Panic-proof Portfolio opinion which is available only for Premium members

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

PAST TOP PICK
NVIDIA Corporation
(A Top Pick Oct 03/24, Up 20.3%)Stockchase Research Editor: Michael O'Reilly

Our PAST TOP PICK with NVDA has achieved its target at $148.  To remain disciplined, we recommend covering half the position at this time and trailing up the stop (from $105) to $116.

computer software / processing
HOLD
NVIDIA Corporation
Reports Nov 20, after the bell.

Got stopped out around $110 in July as the semis rolled over. If he loves a company, and the technical picture gets repaired, he doesn't mind paying a higher price to re-enter. He got back in at $114. Undisputed leader in the sector. Technical setup is pretty good. Earnings are due in 14 days; he's holding till then, and hopes it doesn't disappoint. Seems that demand is exceedingly strong, pricing looks good. Blackwell problems seem to have faded.

Worries a bit about the sector; if you take AVGO and NVDA out, it's been one of the worst-performing sectors since July.

computer software / processing
BUY ON WEAKNESS
NVIDIA Corporation

Is driven by strong demand in AI and are expanding their product line there. Gross margins are projected to widen to 74% through 2027, given rising volumes in high-margin data centres and pricing power. It replaced Intel in the Dow. The street targets $150, or modest 8% upside. It's had a huge run-up this year. Also, the PE is concerning.

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Showing 1 to 15 of 504 entries

NVIDIA Corporation(NVDA-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 93

Neutral - Hold Signals / Votes : 17

Bearish - Sell Signals / Votes : 24

Total Signals / Votes : 134

Stockchase rating for NVIDIA Corporation is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

NVIDIA Corporation(NVDA-Q) Frequently Asked Questions

What is NVIDIA Corporation stock symbol?

NVIDIA Corporation is a American stock, trading under the symbol NVDA-Q on the NASDAQ (NVDA). It is usually referred to as NASDAQ:NVDA or NVDA-Q

Is NVIDIA Corporation a buy or a sell?

In the last year, 134 stock analysts published opinions about NVDA-Q. 93 analysts recommended to BUY the stock. 24 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for NVIDIA Corporation.

Is NVIDIA Corporation a good investment or a top pick?

NVIDIA Corporation was recommended as a Top Pick by on . Read the latest stock experts ratings for NVIDIA Corporation.

Why is NVIDIA Corporation stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is NVIDIA Corporation worth watching?

134 stock analysts on Stockchase covered NVIDIA Corporation In the last year. It is a trending stock that is worth watching.

What is NVIDIA Corporation stock price?

On 2024-12-06, NVIDIA Corporation (NVDA-Q) stock closed at a price of $142.44.