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This summary was created by AI, based on 183 opinions in the last 12 months.

NVIDIA Corporation (NVDA) has been the center of attention among analysts, particularly in light of its pivotal role in the AI sector. Consensus points to strong demand for its chips, especially given the anticipated growth from hyperscalers and ongoing projects across cloud and gaming. However, experts highlight concerns around high valuations, with many indicating that current prices may reflect over-optimistic expectations for future growth. There are also fears regarding increasing competition from tech giants developing their own chips and potential fallout from geopolitical factors, such as export controls related to China. Despite the volatility and differing opinions on short-term maneuvers, many experts advocate maintaining a position in NVDA for long-term investors while being cautious of potential corrections.

Consensus
Bullish
Valuation
Overvalued
Similar
AMD,AMD
COMMENT

What's important today is that they have a big conference this week. On a 1-year chart, you can see for the last 3-4 months that it's been chopping around, not doing much of anything. While that's not bearish, it's certainly not bullish.

To get to the next leg up, it'll take even better news than the market's expecting. DeepSeek indicated that maybe we don't need as many of these chips as we think we do. INTC is a turnaround story. Lots of uncertainty, and it'll take a lot to lift this stock and others.

BUY

He added more. It's cheap vs. its history, as long as its earnings hold up. There's no competitive threat or threat to exports.

BUY

Recently purchased. Cheap at 25x forward PE, 31% growth rate, meaning PEG ratio is below 1 (rare in the tech space). Sentiment's changed on tech. Drop of 25-26% from previous highs, trading bit below 200-day MA but that's still trending higher. Will lead when market recovers.

SELL

He called this one a sell last year, and his opinion hasn't changed even with the pullback. FMV is 60% lower than where it is today. Pattern: goes up, pulls back to FMV, rinse and repeat. AI stuff is overbuilt. Chairman likes to over-hype.

Wonderful product, but it has to be used to make $$. And the people using AI to make money are few. There will be more down the road, but we need to wait. Risky.

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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 Feb 13/25, Down 14.2%)Stockchase Research Editor: Michael O’Reilly

Our PAST TOP PICK with NVDA has triggered its stop at $116.  To remain disciplined, we recommend covering the position at this time.  This will result in a net investment loss of 12%, when combined with our previous guidance.  

SELL

He sold. Apple for example, is starting to make its own chip. Also, reports say China is buying the NVDA chip through other countries. Thirdly, Taiwan Semi could pick up the slack in NVDA. People owned NVDA for momentum and are now selling it for taxes.

COMMENT

The quarter last week was solid with earnings and sales both us and a solid guide. But export controls are a concern as are third-party selling via China. There is definitely continued demand, but that demand is slowing.

BUY

In his momentum mandate. Compelling valuation of 27-28x PE compared to its own history. Earnings expected to grow at a high-20s rate. PEG ratios around 1 are really good, up to 2 are OK, beyond that is expensive. Risks of further tariffs on China would not make a huge impact.

Risk is that export restrictions on the most advanced AI chips would be tightened further and impact sales. His bullishness on the name is underpinned by the AI revolution. Demand is there, though capacity constrained recently. 90% of chips go to data centres, rest into gaming and auto.

Owns for its terrific first-mover advantage in semiconductors and, in particular, GPUs and other chips for AI and data-centre applications. Reported good results. Stock's pulling back, but still in a long-and-strong secular uptrend. Volatile stock, hyper-owned and hyper-scrutinized. People tend to own it with a very short-term trading mentality. Positioned and weighted properly, it definitely deserves a spot in a diversified portfolio.

BUY ON WEAKNESS

He bought more today on the dip. Trades at 24x earnings, expecting that to grow 50% this year. The growth rate will one day drop off, but now now. It boasted a triple beat and remains the leader of semis.

BUY ON WEAKNESS

He added, selling March covered calls with a strike of $123 and expiring next Friday. Buy on 10-20% pullbacks.

HOLD

Beat yesterday, margins guided lower. Significant ramp in Blackwell chips. Before yesterday, reasonably priced PEG ratio; that will change as they up their numbers. Not a slam dunk, but still reasonable valuation for growth.

Selling off today because of Trump's extra 10% threatened for China. He had trimmed at highs, he's holding the rest, stock still works from here.

COMMENT

It feels like NVDA is running in place, up 5% since August 28, 2024 earnings. Today's report will be the first time since mid-2022 when the stock has been negative since its prior report. In options, you're getting more of a premium for the puts vs. the calls. He doesn't know if this is the right play. NVDA now is consolidating and expects shares to pingpong between $115 and $145.

BUY

There's a lot riding on the print (earnings after the close) today. Shares are down 17% since the DeepSeek news. Now, we're hearing export controls. However, the hyperscalers have not changed their capex spending on AI ; DeepSeek had no real impact, including Microsoft and Meta and Amazon. We need to hear from NVDA $38 billion in revenue and guide $2-3 billion over and above, and hear about insatiable demand. He expects a strong print.

WATCH
Expecting it to show growth when it reports tonight?

It better! This name is the poster child for the AI revolution, and will reflect demand in that whole area. He's not that concerned about NVDA. Its product is completely sold out for the next 12 months. He shaved a bit when it was up around $140-145, and he bought some just recently. His position is now 5-6%.

Well-known to sandbag earnings and revenue. The most important part will be its forward guidance on demand for GPUs, the Hopper, and Blackwell chips. It's a big day.

TOP PICK

Loves this stock. Coincidence that it's also reporting today. Thinks revenue will be slightly above what was guided. Invested in so many businesses from having made so much money. GPUs, professional visualization, automated driving, AI deployment and data centres. 12-month target of $175. Yield is 0.03%.

(Analysts’ price target is $174.90)
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NVIDIA Corporation(NVDA-Q) Rating

Ranking : 4 out of 5

Bullish - Buy Signals / Votes : 16

Neutral - Hold Signals / Votes : 98

Bearish - Sell Signals / Votes : 98

Total Signals / Votes : 212

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, 212 stock analysts published opinions about NVDA-Q. 16 analysts recommended to BUY the stock. 98 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?

212 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 2025-03-17, NVIDIA Corporation (NVDA-Q) stock closed at a price of $119.53.