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Why Top Analysts Remain Bullish On Nvidia Stock In 2025

Bonisiwe Shabane
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why top analysts remain bullish on nvidia stock in 2025

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... Even with rising competition from Google and AMD, plus uncertainty over China exports, top Wall Street analysts are sticking to their bullish calls on Nvidia. Their price targets reach as high as $275—but what exactly keeps them so confident heading into 2026? Financial market analysis from 21/12/2025. Market conditions may have changed since publication. Have you ever watched a stock dominate an entire industry the way Nvidia has with artificial intelligence?

It’s almost mesmerizing—one moment it’s a gaming chip company, the next it’s powering the biggest tech revolution of our time. Yet lately, with shares pulling back amid valuation worries and tougher competition, a lot of investors are second-guessing whether the run is over. I get it; the headlines about rival chips and export restrictions can make anyone pause. But here’s the thing: some of the sharpest minds on Wall Street aren’t backing down at all. In fact, they’re doubling down on their confidence in Nvidia’s future. After digging into their latest insights, I’m convinced there’s still a compelling case for why this chip giant deserves a prominent spot in growth-oriented portfolios.

Let’s break it down. The AI boom isn’t slowing down anytime soon, and Nvidia remains at the very heart of it. Demand for advanced graphics processing units keeps surging as companies race to build bigger, smarter models. Sure, there are headwinds—competition is heating up, and geopolitical tensions add uncertainty—but several top-rated analysts believe Nvidia’s advantages are simply too wide to ignore. Chipmaker Nvidia (NVDA) is widely viewed as one of the biggest winners of the artificial intelligence revolution, supported by strong and sustained demand for its high-performance graphics processing units. These GPUs remain essential for training and running advanced AI models, placing Nvidia at the center of the industry’s rapid expansion.

However, Nvidia’s stock has faced pressure in recent weeks as investors reassess valuations across AI-related names. Concerns have also grown around intensifying competition in the AI chip market, with rivals such as Broadcom (AVGO), Advanced Micro Devices (AMD), and Alphabet-owned Google promoting their own custom silicon, including tensor processing units. Adding another layer of uncertainty, Nvidia continues to navigate restrictions and regulatory risks tied to exporting advanced chips to China amid ongoing geopolitical tensions between Washington and Beijing. Even with these headwinds, several leading Wall Street analysts remain constructive on Nvidia’s long-term outlook. Their optimism is rooted in the company’s proven execution, deep technology moat, relentless pace of innovation, and commanding share of the AI GPU market. TipRanks’ AI Analyst also maintains an “outperform” rating on NVDA, assigning a price target of $205.

Below is a closer look at three well-regarded analysts who continue to see meaningful upside in Nvidia shares. Discover why top analysts remain bullish on Nvidia in 2025 as the AI boom fuels growth. Despite a recent 10% stock correction, experts highlight Nvidia's market dominance and long-term potential. Nvidia (NVDA) climbed 1% in early trading Thursday, bouncing back from a recent 10% correction. Analysts emphasize that investors should stay confident due to Nvidia’s strategic position in the booming artificial intelligence (AI) sector. According to Bank of America (BAC) analysts, the recent selloff is a "refreshing pause" and typical of Nvidia’s volatility.

Since ChatGPT’s launch in 2022, Nvidia’s stock has experienced nine pullbacks exceeding 10%, signaling normal market behavior. Factors such as inflation concerns, market fluctuations, competition, and AI sector fatigue contributed to this dip. Despite this, BAC analysts reiterate Nvidia’s dominance, forecasting over 75% market share in the $90 billion AI accelerator market. They project custom in-house chips from Google, Microsoft, and Amazon to claim 10–15%, with AMD and Intel sharing another 10–15%. 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. Jonathan Raa | Nurphoto | Getty Photographs Chip big Nvidia (NVDA) is taken into account to be one of many key beneficiaries of the unreal intelligence increase, due to strong demand for its superior graphics processing items (GPUs). The inventory has been below stress just lately as a consequence of considerations about valuations of AI performs and rising competitors within the AI chip house from rivals like Broadcom (AVGO), Superior Micro Units... Nvidia can be dealing with uncertainty associated to chip exports to China amid geopolitical tensions between Washington and Beijing.

Regardless of ongoing pressures, a number of prime analysts stay bullish on Nvidia for a number of causes, together with its stable monitor document, sturdy execution, continued innovation and dominant place within the AI... TipRanks’ AI Analyst additionally has an “outperform” score on NVDA inventory with a value goal of $205. Let’s take a look at the views of three such Wall Avenue professionals who’re bullish on Nvidia’s progress potential. Nvidia (NVDA) has solidified its position as a leader in artificial intelligence (AI) by producing the most powerful chips in the industry. However, its success isn’t just about hardware innovation. The company has also capitalized on its CUDA software platform, which maximizes the potential of GPUs for AI workloads.

CUDA has made Nvidia’s GPUs the gold standard for AI training and inference by standardizing a toolset for developers. This strategic advantage has helped Nvidia capture over 90% of the GPU market, making its platforms the top choice in the rapidly growing AI industry. At the same time, Nvidia is expanding into new areas like quantum computing, which presents exciting opportunities. However, this expansion has also raised concerns among some analysts about the company’s future. DA Davidson analyst Gil Luria recently expressed doubts about Nvidia’s ability to sustain its growth through 2026, suggesting that the company may have peaked and that challenges ahead could slow its momentum. The company has posted several years of triple-digit revenue growth, but some believe 2025 could be a turning point.

With rising competition and a maturing market, Nvidia’s future is becoming less predictable. In this article, we’ll explore Nvidia’s impressive achievements, its ongoing advancements, and why some analysts think its best days may already be behind it. Founded in 1993, Nvidia is a global semiconductor company known for its high-performance GPUs, primarily used in gaming and AI applications. With CEO Jensen Huang forecasting a $1 trillion investment in data centers over the next four years, Nvidia stands to benefit significantly, especially as the data center segment makes up 88% of its revenue. Valued at $3.37 trillion by market capitalization, Nvidia shares delivered an exceptional performance last year, gaining 137% over the past 52-weeks. This surge significantly outpaced the tech-heavy Nasdaq-100 Index ($IUXX), which rose by 24% during the same period.

This remarkable growth is largely attributed to the soaring demand for Nvidia’s highly sought-after AI chips, which are revolutionizing numerous industries that rely on intelligent machinery.

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