Nvidia Get Out While You Still Can Nasdaq Nvda

Bonisiwe Shabane

-Dec 31, 2025, 6:08 PM

nvidia get out while you still can nasdaq nvda

Antonio Bordunovi/iStock Editorial via Getty Images Nvidia Corporation (NVDA) stock looks ready to move higher, as the fundamentals continue to be strong, the valuation is reasonable, and the chart may be starting to break out. To top things off, NVDA option prices are Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha).

I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

Written by David Jagielski for The Motley Fool-> Nvidia's dominance in the artificial intelligence (AI) chip market has resulted in huge gains for investors. Analysts still see plenty of growth potential in the industry. The stock's high valuation, however, could limit its upside. In 10 years, share prices of chipmaker Nvidia (NASDAQ: NVDA) have jumped by more than 28,350%. It's a staggering return, and one that's hard to conceptualize.

Investing $10,000 into this stock a decade ago would have made you a multimillionaire. That size of an investment would now be worth around $2.85 million. China remains a major swing factor for Nvidia. Export restrictions throttled shipments of the highest-end GPUs into the market earlier in the cycle, freezing a region that multiple sources estimate as a $50 billion AI accelerator opportunity. Recent approvals for H200 exports into China, with early talk of around 80,000 units in the initial phases, suggest that the channel is reopening under stricter product definitions. If Nvidia manages to ramp H200 and related products into Chinese demand without triggering new restrictions, the incremental revenue and profit contribution in 2026–2027 will be significant.

The market is not fully discounting that upside because policy remains unstable. But against a backdrop where Nvidia is already delivering >$77 billion in free cash flow outside a fully normalized China business, any sustained resumption of shipments into that $50 billion TAM pushes the earnings... The pattern is clear. Nvidia is generating more cash than it can productively deploy into buybacks alone at current scale. Management has already shown a willingness to write large checks to neutralize threats, capture talent and bolt on critical IP. The Groq non-exclusive licensing deal, priced at more than triple the last private valuation to secure LPU technology and senior engineers, illustrates how aggressively Nvidia will move when a strategically dangerous rival appears.

With analysts projecting free cash flow above $200 billion annually by fiscal 2028, the company has room to pair ongoing buybacks with a pipeline of similar targeted transactions in AI chips, systems software, interconnects... Monitoring Nvidia’s stock profile and insider activity is important here: if insiders continue to hold or add at higher prices while the company leans into strategic deals, it confirms that management sees long-duration value... Starting from the current price near $187.96 and a forward P/E in the mid-20s, the baseline scenario assumes Nvidia delivers the roughly 57% and 61% EPS growth already modeled and the market is willing... On that math, fair value lands around $227 per share, with the multiple still only modestly above the roughly 28x level ascribed to the broader “Magnificent Seven” basket. A more bullish, but realistic, scenario layered on top assumes Blackwell and Vera Rubin ship at volume, Groq-driven inference architectures improve gross margins, China H200 and H20 exports ramp within regulatory bounds, and custom... In that world, a move above $315 per share is reasonable as investors capitalize more than $200 billion in annual free cash flow at a mid-single-digit FCF yield.

Current Street targets around $253 sit in the middle of those ranges, implying roughly 23% upside from $187.96 over twelve months. Key risks revolve around the durability of the AI capex cycle, the strength of the custom silicon challenge, and policy uncertainty. If hyperscalers normalize spending faster than expected in 2026–2027, AI infrastructure budgets could flatten, compressing growth and undermining the case for a 30x multiple. If TPUs or other in-house accelerators capture a larger share of inference than expected, Nvidia’s unit volumes and pricing power could come under pressure even with Groq integrated. The Groq deal itself carries execution risk: $20 billion for a company that cut its target from $2 billion to $500 million in revenue is only rational if Nvidia successfully embeds LPU ideas into... The $5 billion Intel stake hinges on Intel’s ability to stabilize its foundry roadmap; a continued deterioration there turns that position into pure financial drag.

China remains a major policy wildcard: any new tightening in export rules could again choke off a large slice of the AI accelerator TAM. Finally, with NASDAQ:NVDA already priced as the core AI proxy in global equities, any disappointment on earnings, guidance or AI adoption narratives can erase hundreds of billions of market value in short windows. Taking the full picture together – a stock at about $187.96, a 25–27x forward multiple, a $20 billion Groq LPU pivot, a $5 billion Intel equity stake, more than $77 billion of trailing free... At these levels, Nvidia (NASDAQ:NVDA) justifies a clear Buy rating, with a base case path toward $227 on 30x forward earnings and credible upside into the $300+ zone as Vera Rubin, Groq-enhanced inference and... For investors able to tolerate volatility and think in 12–24 month time frames, the data still support a bullish stance on NASDAQ:NVDA rather than a cautious Hold or outright Sell. Got a confidential news tip?

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Data is a real-time snapshot *Data is delayed at least 15 minutes. Global Business and Financial News, Stock Quotes, and Market Data and Analysis. We are experiencing some temporary issues. The market data on this page is currently delayed. NVIDIA Corporation, a computing infrastructure company, provides graphics and compute and networking solutions in the United States, Singapore, Taiwan, China, Hong Kong, and internationally. The Compute & Networking segment includes its Data Centre accelerated computing platforms and artificial intelligence solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms;...

The Graphics segment offers GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU or... It also customized agentic solutions designed in collaboration with NVIDIA to accelerate enterprise AI adoption. The company's products are used in gaming, professional visualization, data center, and automotive markets. It sells its products to original equipment manufacturers, original device manufacturers, system integrators and distributors, independent software vendors, cloud service providers, consumer internet companies, add-in board manufacturers, distributors, automotive manufacturers and tier-1 automotive suppliers,... NVIDIA Corporation was incorporated in 1993 and is headquartered in Santa Clara, California. Nvidia continues to strengthen its position in the AI chip market through strategic partnerships and acquisitions, notably with Groq for $20 billion.

Analysts remain optimistic, projecting a price target of $250 amid strong demand for AI products, despite facing regulatory challenges. On Morning Brief, Yahoo Finance Executive Editor Brian Sozzi breaks down the biggest developing market stories on December 26, 2025. Sozzi reports the latest on the big deal between Nvidia (NVDA) and AI chip startup Groq (GROQ.PVT). He also shares his 2026 investing resolutions and speaks with Steward Partners Global Advisory partner Jason Bottenfield about what he is watching heading into the new year. To watch more expert insights and analysis on the latest market action, check out more Morning Brief. Trailing total returns as of 12/26/2025, which may include dividends or other distributions.

Benchmark is S&P 500 (^GSPC) . 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.

Nvidia Get Out While You Still Can Nasdaq Nvda

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