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Analysts See Strong Upside In Nvidia Nasdaq Nvda Despite Muted

Bonisiwe Shabane
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analysts see strong upside in nvidia nasdaq nvda despite muted

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... Get stock forecasts from Wall Street's highest rated professionals Our analyst star rankings are based on these four factors Nvidia Corp. (NASDAQ:NVDA) is one of the best ESG stocks to buy now according to hedge funds. On September 11, Reuters reported that Alibaba Group (NYSE:BABA) and Baidu (NASDAQ:BIDU) have begun training certain AI models on internally designed chips, marking a shift away from complete reliance on Nvidia processors.

According to the news portal The Information, Alibaba has been using its own chips for smaller models since early this year, while Baidu is testing its Kunlun P800 chip to train new versions of... Both firms, however, continue to depend on Nvidia Corp. (NASDAQ:NVDA) hardware for their most advanced workloads. The move reflects Beijing’s push for Chinese companies to rely more on domestic technology as U.S. export limits increase. For Nvidia, however, the near-term effect is minimal, since demand for its GPUs, especially in data centers, still outpaces supply.

Most analysts maintain a Buy or equivalent rating on the stock, highlighting Nvidia’s strong positioning in global AI infrastructure despite rising competition. As a reflection of this broader optimism, an analyst from DA Davidson upgraded Nvidia (NASDAQ:NVDA) to Buy from Neutral on September 11, raising its price target to $210 from $195. The analyst pointed to its “increasingly optimistic view” on AI compute demand, arguing this secular trend will sustain growth into next year and beyond, outweighing competitive risks. Nvidia’s stock was in focus on Monday after several top brokerages voiced their confidence in the chipmaker’s $20 billion licensing deal with AI chip startup Groq, saying that it could extend its leadership in... Analysts at Truist said that Nvidia's licensing agreement with Groq is intended to "fortify" its competitive positioning in inference versus tensor processing units, per TheFly. While the reported $20 billion cost is high, it is small relative to Nvidia's cash position and cash flow generation.

The firm kept a “Buy” rating on the shares with a $275 price target. Meanwhile, Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.” Citi believes Nvidia has navigated regulatory scrutiny, given that Groq will remain an independent company. It kept a “Buy” rating with a $270 price target. Stifel said that Nvidia's deal with Groq could extend AI infrastructure leadership and also kept a “Buy” rating on Nvidia with a $250 price target. UBS also remained bullish on Nvidia shares heading into 2026. It said that it expects appreciation from here to be driven almost by higher earnings estimates.

Last week, Groq said that it had entered into a non-exclusive licensing agreement with Nvidia for its inference technology. While the company did not disclose a price, CNBC reported the deal could be valued at $20 billion. Despite a 9% weekly rally that pushed Nvidia Corp. (NASDAQ:NVDA) to a $5 trillion valuation milestone, Goldman Sachs says the party is far from over. The investment bank sees more upside ahead for the AI chip leader, with analyst James Schneider lifting the stock's 12-month price target to $240, up from $210. That implies nearly 20% upside from current levels.

In a Friday note, Schneider reaffirmed a Buy rating on Nvidia, citing better visibility into its $500 billion datacenter revenue forecast, accelerating AI infrastructure demand, and improving clarity around OpenAI's chip deployments and the... Goldman's call marks the second major Wall Street upgrade this week, following Bank of America's $275 target earlier—fueling growing conviction that Nvidia still has room to run even after its historic surge. Read also: Nvidia Stock Is On Fire—Here’s Why It Could Surge 30% More NVIDIA Corporation (NVDA/NASDAQ) stands as a pivotal force in the technology sector, largely due to its foundational role in artificial intelligence (AI), high-performance computing (HPC), and graphics processing. The company has evolved from a gaming GPU pioneer to a comprehensive computing infrastructure provider, achieving significant market milestones throughout 2025. Headquartered in Santa Clara, California, NVIDIA was founded in 1993 and is now at the forefront of designing and marketing Graphics Processing Units (GPUs), CPUs, networking solutions, and a robust software ecosystem, most notably...

NVIDIA remains intensely in focus due to its unparalleled leadership in the accelerating AI revolution, exceptional financial performance, and strategic market dominance, particularly within its data center segment. The company controls over 80% of the market for GPUs used in training and deploying AI models, with its GPUs and the CUDA platform forming the foundational hardware-software stack for generative AI. Its data center segment has become the primary revenue driver, generating $51.2 billion in Q3 FY26, a 66% increase year-over-year. In 2025, NVIDIA achieved significant market capitalization milestones, surpassing $4 trillion and briefly touching $5 trillion, becoming the world's most valuable company at times. As of December 12, 2025, NVIDIA's relevance is profoundly shaped by its indispensable role in the AI revolution and its expansion into new frontiers of computing, including the gaming, automotive, and emerging physical AI... NVIDIA's journey from a pioneering graphics chip startup to a global leader in AI and accelerated computing is marked by a visionary founding, pivotal early milestones, and continuous strategic transformations.

Founding Story NVIDIA was founded on April 5, 1993, by three electrical engineers: Jensen Huang (CEO), Chris Malachowsky, and Curtis Priem. Their shared vision, conceived over a meal at a Denny's diner, was to revolutionize computer graphics by developing specialized chips for 3D rendering on personal computers, anticipating that traditional CPUs would be insufficient. Starting with $40,000, they named the company NVIDIA, a blend of "invidia" (Latin for envy) and "NV" (next vision). Early Milestones NVIDIA's early years saw both setbacks and breakthroughs: NVIDIA Corporation (NASDAQ:NVDA - Get Free Report)'s share price was up 1% during mid-day trading on Friday . The stock traded as high as $192.69 and last traded at $190.53.

Approximately 138,883,732 shares traded hands during trading, a decline of 37% from the average daily volume of 222,092,578 shares. The stock had previously closed at $188.61. Here are the key news stories impacting NVIDIA this week: Several analysts recently commented on the stock. Wells Fargo & Company reaffirmed an "overweight" rating and set a $265.00 target price (up previously from $220.00) on shares of NVIDIA in a report on Friday, November 14th. DA Davidson restated a "buy" rating and set a $250.00 price objective on shares of NVIDIA in a report on Thursday, November 20th.

UBS Group reaffirmed a "buy" rating on shares of NVIDIA in a research report on Tuesday, December 9th. Wolfe Research lifted their price target on NVIDIA from $230.00 to $250.00 and gave the stock an "outperform" rating in a report on Thursday, November 20th. Finally, Tigress Financial reaffirmed a "strong-buy" rating and issued a $350.00 price objective (up from $280.00) on shares of NVIDIA in a report on Thursday, December 18th. Five equities research analysts have rated the stock with a Strong Buy rating, forty-five have given a Buy rating, two have issued a Hold rating and one has given a Sell rating to the... According to data from MarketBeat.com, NVIDIA presently has a consensus rating of "Buy" and a consensus price target of $262.14. The stock's fifty day moving average price is $185.97 and its two-hundred day moving average price is $176.21.

The company has a market cap of $4.63 trillion, a P/E ratio of 47.28, a P/E/G ratio of 0.92 and a beta of 2.29. The company has a debt-to-equity ratio of 0.06, a quick ratio of 3.71 and a current ratio of 4.47. NVIDIA (NASDAQ:NVDA - Get Free Report) last announced its quarterly earnings data on Wednesday, November 19th. The computer hardware maker reported $1.30 EPS for the quarter, beating the consensus estimate of $1.23 by $0.07. The business had revenue of $57.01 billion during the quarter, compared to the consensus estimate of $54.66 billion. NVIDIA had a net margin of 53.01% and a return on equity of 99.24%.

The company's revenue was up 62.5% on a year-over-year basis. During the same period in the previous year, the business earned $0.81 earnings per share. As a group, equities analysts predict that NVIDIA Corporation will post 2.77 earnings per share for the current year. 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.

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The firm kept a “Buy” rating on the shares with a $275 price target. Meanwhile, Citi analyst Atif Malik viewed Nvidia's licensing deal with Groq as a "clear positive.” Citi believes Nvidia has navigated regulatory scrutiny, given that Groq will remain an independent company. It kept a “Buy” rating with a $270 price target. Stifel said that Nvidia's deal with Groq could extend AI infrastructure lea...