Analysts Remain Bullish On Nvidia Stock Despite Deepseek Tipranks

Bonisiwe Shabane

-Dec 31, 2025, 3:53 PM

analysts remain bullish on nvidia stock despite deepseek tipranks

Chip giant Nvidia (NVDA) is considered to be one of the key beneficiaries of the artificial intelligence boom, thanks to robust demand for its advanced graphics processing units (GPUs). The stock has been under pressure recently due to concerns about valuations of AI plays and growing competition in the AI chip space from rivals like Broadcom (AVGO), Advanced Micro Devices (AMD) and Alphabet-owned... Nvidia is also facing uncertainty related to chip exports to China amid geopolitical tensions between Washington and Beijing. Despite ongoing pressures, several top analysts remain bullish on Nvidia for several reasons, including its solid track record, strong execution, continued innovation and dominant position in the AI GPU market. TipRanks' AI Analyst also has an "outperform" rating on NVDA stock with a price target of $205. Let's look at the views of three such Wall Street pros who are bullish on Nvidia's growth potential.

Following a virtual meeting with Nvidia's vice president of investor relations, Toshiya Hari, Bank of America analyst Vivek Arya reiterated a buy rating on NVDA stock with a price forecast of $275, saying that... Nvidia (NVDA) is set to release its latest quarterly results after the market closes today, with analysts expecting the most valuable company in the world’s sales could reach another record high, despite an anticipated... The AI chipmaker is projected to report adjusted earnings per share of $1.02 for the second quarter on an over 50% year-over-year jump in revenue to $46.52 billion, according to consensus estimates compiled by... CEO Jensen Huang could also provide more details during the company's earnings call about the timing of new products, including Nvidia's next-generation Rubin lineup and a more powerful AI chip tailored for China’s market. In May, Nvidia warned it could face an $8 billion hit from China export restrictions, and although the company recently struck a 15% revenue-sharing agreement with the Trump administration to resume sales of its... Despite near-term trade policy headwinds, Wall Street analysts are overwhelmingly bullish on the chipmaker’s prospects.

Of the 14 analysts with current ratings surveyed by Visible Alpha, 13 call the stock a "buy," compared to one "hold" rating. Their targets range from $155 to $225, with the majority above $200, suggesting significant upside from Tuesday's close around $182. "Expectations have risen ahead of Nvidia's earnings, and we think rightfully so," Morgan Stanley analysts said last week, as they raised their target to $206 from $200, citing strong AI demand signals. UBS also raised its target, to $205 from $175, while Wedbush boosted its to $210 from $175. Daily stocks & crypto headlines, free to your inbox By continuing, I agree to the Market Data Terms of Service and Privacy Statement

Nvidia Corp. (NASDAQ:NVDA) is one of the best high-beta stocks to buy now. On September 4, Mizuho Securities analyst Vijay Rakesh and Phillip Securities analyst Yik Ban Chong reaffirmed a Buy rating and raised their target prices, citing continued momentum across the business. These views follow Bernstein analyst Stacy Rasgon’s move on August 28 to raise his price target to $225 from $185, while maintaining an Outperform rating, after the company’s latest quarterly results. Reading into the earnings results, Rasgon had acknowledged some investor concerns, including sequential declines in computing revenues and an in-line data center guidance. However, he emphasized that these reflected ongoing uncertainty in China rather than structural weakness.

Importantly, guidance pointed to a sharp acceleration in the Blackwell ramp heading into the next quarter, supporting his view that Nvidia Corp.’s (NASDAQ:NVDA) core fundamentals remain intact and robust. Together, this set of analyst updates underscores broad confidence in Nvidia’s growth trajectory. While near-term noise remains tied to China dynamics, Nvidia’s leadership in AI computing and strong product cycle visibility continue to anchor the bullish case. The successive upward revisions in price targets reflect conviction that demand drivers remain in place, reinforcing Nvidia Corp.’s (NASDAQ:NVDA) position as one of the most compelling large-cap growth stories in the semiconductor sector. Nvidia Corp. (NVDA) shares rallied in midday trading Thursday after Morgan Stanley reiterated its “Overweight” rating and $152 price target for the chipmaker, reinforcing its “Top Pick” status.

This endorsement comes despite a recent dip in Nvidia’s stock following the January 24th launch of DeepSeek, a competitive AI platform. DeepSeek’s emergence triggered concerns about potential market disruption and increased regulatory scrutiny, particularly regarding export controls. Nvidia’s stock had fallen over 10% since DeepSeek’s debut. However, Morgan Stanley’s analysts remain bullish, emphasizing the strength of Nvidia’s core growth drivers. These include strong visibility into Blackwell’s supply, positive near-term business prospects, and continued robust customer spending. While acknowledging that DeepSeek introduces “some headwinds,” especially concerning potential government responses to the platform, Morgan Stanley characterizes DeepSeek’s launch as an “evolutionary upgrade” rather than a disruptive revolution.

The firm notes the inherent nature of rapid technological advancement in AI, citing Nvidia CEO Jensen Huang’s predictions of exponential performance improvements. “In a space where the CEO of Nvidia has stated that AI performance at the processor level has improved by one million times over the last decade and will do so again in the... Crucially, Morgan Stanley stated they have seen no changes in plans from Nvidia’s major partners or customers. The analysts also highlighted Nvidia’s dominance in AI inference – a critical and growing area within the AI sector – as a key reason for their continued optimism. Nvidia (NVDA +1.27%) has been the leader of the artificial intelligence (AI) boom since the launch of ChatGPT three years ago, but is the Nvidia stock forecast for the next few years as good... In early December 2025, the stock was up almost 1,000% over three years, after an explosion in revenue and profits.

Nvidia is dominating the market for data center graphics processing units (GPUs), the chips powering AI applications like ChatGPT, with an estimated 92% market share, and demand continues to soar. After coming so far in recent years, can Nvidia stock continue to climb? Let's take a look at where the stock might be by 2026 and 2030, as well as the key drivers to watch for the AI chip leader. Nvidia's growth has slowed from the triple-digit surge it experienced shortly after the launch of ChatGPT, but it continues to put up impressive numbers. In fact, the company just surprised investors by reporting, for the first time in seven quarters, accelerating revenue growth in the third quarter of 2025, as revenue growth improved to 62.5% from 56% in... Additionally, the company expected revenue to accelerate further into the fourth quarter, a sign that demand and pricing trends are getting stronger.

As if that weren't enough evidence, CEO Jensen Huang tamped down concerns about an AI bubble, saying, "From our vantage point, we see something very different." Chip giant Nvidia (NVDA) is considered to be... The stock has been under pressure recently due to concerns about valuations of AI plays and growing competition in the AI chip space from rivals like Broadcom (AVGO), Advanced Micro Devices (AMD) and Alphabet-owned... Nvidia is also facing uncertainty related to chip exports to China amid geopolitical tensions between Washington and Beijing. Despite ongoing pressures, several top analysts remain bullish on Nvidia for several reasons, including its solid track record, strong execution, continued innovation and dominant position in the AI GPU market. TipRanks' AI Analyst also has an "outperform" rating on NVDA stock with a price target of $205. Let's look at the views of three such Wall Street pros who are bullish on Nvidia's growth potential.

Following a virtual meeting with Nvidia's vice president of investor relations, Toshiya Hari, Bank of America analyst Vivek Arya reiterated a buy rating on NVDA stock with a price forecast of $275, saying that... As the undisputed leader in artificial intelligence computing, Nvidia’s stock now trades around $187.24, reflecting both the company’s unmatched dominance in AI chips and the investor enthusiasm that surrounds its future. From powering global data centers to enabling robotics and autonomous vehicles, Nvidia stands at the heart of the technological revolution shaping the next decade. This article provides a data-driven Nvidia stock forecast using Wall Street consensus, fundamental valuation metrics, and analyst insights. We examine the forces propelling Nvidia’s meteoric rise, assess the downside risks, and outline intelligent strategies for investors navigating the high-stakes world of AI stocks. Nvidia’s upside stems from its unrivaled dominance in AI chips and software, positioning it as the backbone of global AI infrastructure growth.

Strong data center demand and software monetization continue to fuel the bullish long-term narrative. Analysts expect steady expansion ahead, with the consensus projection for the year ahead above $215 per share. Yet its valuation remains a key vulnerability, with multiples far exceeding industry norms. Any slowdown in AI spending or earnings delivery could trigger sharp multiple compression. The 39 analysts that cover NVIDIA stock have a consensus rating of "Strong Buy" and an average price target of $252.49, which forecasts a 32.23% increase in the stock price over the next year. The lowest target is $100 and the highest is $352.

The average analyst rating for NVIDIA stock is "Strong Buy". This means that analysts believe this stock is likely to perform very well in the near future and significantly outperform the market. Have you been watching NVIDIA's incredible stock performance and wondering where it's headed by 2026? Shares of Nvidia Corp. (NVDA) gained nearly 3% in mid-day trade on Thursday after analysts at Morgan Stanley shrugged off the DeepSeek sell-off. Since DeepSeek’s launch on Jan.

24, Nvidia’s stock has lost over 10% of its value. In its latest note, Morgan Stanley underscored that Nvidia's growth drivers continue to be in good health — this includes Blackwell supply visibility, near-term business prospects, and customer spending desires. The brokerage noted that DeepSeek has created “some headwinds” for Nvidia around export controls and expects governments “will do something,” but it is not sure exactly how that will be done. It called DeepSeek’s launch an “evolutionary upgrade” rather than a revolutionary one.

Analysts Remain Bullish On Nvidia Stock Despite Deepseek Tipranks

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