NVIDIA Corporation (NVDA)
Nvidia: Expect Growth Momentum To Continue With The Rise Of Agentic AI
Nvidia Corporation's Q4 2024 report shows a strong growth momentum with 78% revenue increase, 80% net income gain and AI Datacenter growth at 93%, YoY. A slight dip in gross margins will be recovered later in 2025 with Blackwell significantly enhancing performance and scalability, in full operational mode and rapid ramping up. The rise of Agentic AI, the upcoming Robotic AI and the megatrend of increased computing power demand solidify Nvidia's long-term growth potential.
Tariffs Shock Hit Stocks, Cryptos, While Nvidia Fails To Come To The Rescue: This Week In Markets
Risk assets tumbled as a wave of bearish sentiment gripped markets, with escalating trade tensions, disappointing earnings and signs of economic fragility weighing on investor confidence.
Nvidia: Growth Normalization Continues, Slower Margin Recovery Ahead (Upgrade)
Nvidia Corporation beat both revenue and EPS consensus in 4Q FY2025, but the earnings surprises are narrowing. The company's growth momentum continues to slow in 1Q FY2026, with gross margins dropping to the low 70s due to Blackwell chip production. Management indicates that uncertainty surrounding tariff policies could impact its gross margin recovery to the mid-70s in 2H FY2026.
Diton: NVDA's "Look Out Below" Warning & "Wary" of Consumer Discretionary
According to Eric Diton, this was the "worst week we've had in a long time" for the stock market. He says now is the time to keep Big Tech stocks in check after Nvidia's (NVDA) meltdown shook every corner of the market.
Trade Tracker: Jim Lebenthal buys more Nvidia
Jim Lebenthal, Chief Equity Strategist at Cerity Partners, joins CNBC's "Halftime Report" to explain why he's buying more Nvidia and the Investment Committee debate whether it's time to buy the tech wreck.
Nvidia-Backed CoreWeave Eyes $4 Billion IPO: Is This AI's Next Big Test?
CoreWeave, a cloud computing firm backed by Nvidia Corp NVDA, is racing toward an IPO.
Nvidia CEO Jensen Huang did an excellent job of dealing with China & DeepSeek: KeyBanc's John Vinh
John Vinh, KeyBanc Capital Markets equity research analyst, joins 'Squawk Box' to break down Nvidia's quarterly earnings results, impact of tariffs and export controls, and more.
PCE Inflation Increased In Line With Expectation
Aside from NVIDIA ( NVDA ) earnings on Wednesday afternoon — a fat lot of good that did, btw: good numbers only wound up sending shares lower — the January Personal Consumption Expenditures (PCE) report out this morning is the most highly anticipated print of the week. And the pre-markets like it: the Dow went from +190 points ahead of the print to +230 after, the S&P 500 doubled from +10 to +20 points, and the Nasdaq swung from -13 points to +45 points.
Options Trades: NVDA & TSLA Week-Long Sell Off
Nvidia (NVDA) sold off about 10% by Friday's open despite posting strong earnings. Tesla (TSLA) added to its 40% year-to-date sell-off due in part to weakening car sales in Europe.
PCE Brings Good News to the Stock Market
Today's PCE report brings something for everyone to be happy about.
Nvidia Stock is Slumping, But Analysts Remain Bullish on AI-Driven Growth
Close Key Takeaways Nvidia shares gave up early gains Thursday after the chipmaker reported earnings that topped Street estimates. Investors may have expected more from the AI darling.However, analysts said they're still bullish on the chipmaker's prospects, anticipating strong demand as Big Tech ramps up spending on AI infrastructure.Bank of America called Nvidia a "top pick" on its AI dominance and raised its price target for the stock. Nvidia (NVDA) shares gave up early gains Thursday after the chipmaker reported fourth-quarter earnings that topped Street estimates. Investors may have expected more from the AI darling. Shares were down about 3% at $127 in intraday trading. The stock has had a tough start to 2025, with shares down about 5% for the year so far, after nearly tripling in value in 2024. Better-than-expected results have become "routine" for Nvidia, Morgan Stanley analysts said, with expectations climbing ahead of the company's report. However, "everything improves from here," the analysts said, and raised their price target to $162 from $152, pointing to Nvidia's strong outlook and "language around 'amazing' levels of Blackwell demand." Bank of America analysts called the stock a “top pick on AI dominance” and raised their price target to $200 from $190. Nvidia’s data center segment, which delivered record quarterly revenue, “potentially faces strong, long-term demand dynamics,” the analysts added. Several of Nvidia’s Big Tech buyers, including Microsoft (MSFT), Meta (META), Amazon (AMZN) and Google parent Alphabet (GOOGL), recently announced plans to raise their capital expenditures to fuel their AI ambitions. Wedbush analysis said the results showed “few (if any) blemishes” with “seemingly only good news ahead.” Nvidia’s annual GPU Technology Conference is in March, and CEO Jensen Huang told analysts on the company’s earnings call to expect “exciting things to come” including what’s next after its Blackwell line of chips. Wedbush maintained its price target of $175 and “outperform” rating. Nvidia reported $11 billion in quarterly revenue from Blackwell, which CFO Colette Kress said was the company’s fastest-ever product ramp, according to an earnings call transcript provided by AlphaSense. Going forward, Jefferies analysts said “the supply chain should continue to improve, and we see no signs of demand issues.” The analyst posted a price target of $185. Despite recent losses, Nvidia shares have added nearly two-thirds of their value over the past 12 months. Do you have a news tip for Investopedia reporters? Please email us at [email protected]
NVIDIA (NVDA) Price Prediction and Forecast 2025-2030 For February 27
Shares of NVIDIA Corp. (NASDAQ: NVDA) bounced back on Wednesday, gaining 3.67% in the lead-up to the company’s aftermarket Q4 2024 earnings call. Yesterday’s gain was a nice change of pace from recent losses, including the stock falling by -2.80% on Tuesday and -6.31% over the past five trading sessions. Nonetheless, the stock is up 10.86% over the past month and 65.99% over the past year. From an earnings perspective, NVIDIA handily outperformed expectations. The company beat on EPS and revenue by 5.22% and 3.08%, respectively. Nonetheless, after hours, the stock chopped around and ultimately ended -1.49% lower than it was at the close Over the past few years, AI has consistently fueled the largest gains for the market. And one company in particular is at the vanguard: NVIDIA. NVIDIA is the premier manufacturer of components critical to the surge in AI; namely, semiconductors, microchips, and graphics processing units (GPUs). As a result, the Santa Clara, Calif.-based company has seen its stock skyrocket in the recent past. Over the past five years, shares have gained nearly 1,776%, and since going public, NVIDIA’s stock is up a preposterous 316,475%. Despite those mind-boggling gains, analysts still expect significant upside potential in the medium and long term. 24/7 Wall Street has performed analysis to provide prospective investors and current shareholders with an idea of where NVIDIA’s stock might be headed over the course of the next five years. Key Points in This Article: NVIDIA’s track record of strong earnings suggests an ability to remain at the forefront of its industry, as competitors fight for the leftovers. Between NVIDIA’s client list of Magnificent Seven companies and the burgeoning trend in AI, growth in both revenue and net income is projected to continue its steep climb. If you’re looking for a megatrend with massive potential, make sure to grab a complimentary copy of our “The Next NVIDIA” report. This report breaks down AI stocks with 10x potential and will give you a huge leg up on profiting from this massive sea change. NVIDIA’s Recent Stock Success Unless you have been living under a rock, chances are you have caught wind of the very well-documented and rather exponential surge in NVIDIA’s share price since 2022. But before 2022’s price-per-share explosion, it was steadily appreciating as it underwent a series of stock splits. Year Share Price* Revenue** Net Income** 2014 $0.51 $4.130 $0.588 2015 $0.82 $4.681 $0.800 2016 $2.67 $5.010 $0.929 2017 $4.88 $6.910 $1.851 2018 $3.24 $9.714 $3.085 2019 $5.98 $11.716 $4.143 2020 $13.06 $10.918 $3.580 2021 $29.64 $16.675 $6.277 2022 $14.61 $26.914 $11.259 2023 $49.52 $26.974 $8.366 2024 $134.29 $60.974 $29.76 *Post-split adjusted basis **Revenue and net income in $billions Over the course of the last decade, NVIDIA’s revenue grew by more than 553% while its net income increased by just over 1,323%. The company experienced a slight contraction in revenue and net income in 2020 due to the COVID-19 pandemic, but it rebounded soundly the following year and has continued to steadily grow both metrics since. Meanwhile, shares were able to increase by 9,610% from 2014 to 2023. As the AI lynchpin and Magnificent Seven mainstay looks forward to the second half of the decade, 24/7 Wall Street has identified three key drivers that are likely to impact its growth metrics and stock performance through 2030. Key Drivers of NVIDIA’s Stock Performance Stronghold on the GPU Industry: No one makes GPUs like Nvidia makes GPUs, and the industry demanding them is well aware of that. While semiconductor competitors like Advanced Micro Devices Inc. (NASDAQ: AMD) and Taiwan Semiconductor Manufacturing Company Ltd. (NYSE: TSM) do command some attention in their respective corners of the market, simply comparing the three companies’ market caps demonstrates the discrepancies between NVIDIA and, well, every other company. While Advanced Micro Devices and Taiwan Semiconductor Manufacturing have respectable market caps of $194.67 billion and $861.41 billion, respectively, those are dwarfed by NVIDIA’s $3.34 trillion. Demand From Unrivaled Tech Customers: The company’s primary clientele are the other members of the Magnificent Seven, which are leading the way forward in the AI revolution. In fact, only four Big Tech rival companies — Alphabet Inc. (NASDAQ: GOOGL), Amazon.com Inc. (NASDAQ: AMZN), Meta Platforms Inc. (NASDAQ: META), and Microsoft Corp. (NASDAQ: MSFT) — account for 40% of NVIDIA’s revenue as they vie with one another to become the front runner of the transition to generative AI. The AI Trend Is Just Getting Started: According to Grand View Research, the market size of AI in 2023 was $196.63 billion. As large as that seems, it pales in comparison to where the market is headed. From 2024 to 2030, it is expected that the industry will grow at an astounding compound annual growth rate (CAGR) of 36.6%, with “continuous research and innovation directed by tech giants that are driving adoption of advanced technologies in industry verticals, such as automotive, healthcare, retail, finance, and manufacturing,” according to Grand View Research’s report. NVIDIA (NVDA) Price Prediction in 2025 The current consensus one-year price target for NVIDIA, according to analysts, is $177.87, which represents 40.46% potential upside over the next 12 months based on today’s closing share price of $126.63. Of all the analysts covering NVIDIA, the stock is a consensus buy, with a 1.3 “Strong Buy” rating on a scale from 1 (‘Strong Buy’) to 5 (‘Strong Sell’). However, by the end of 2025, 24/7 Wall Street‘s forecast projects shares of NVIDIA to be trading for $137.50 based on a projected EPS of $2.75 and a price-to-earnings (P/E) ratio of 50, with a best-case scenario of $192.50 per share and a worst-case scenario of $82.50 per share. NVIDIA (NVDA) Stock Forecast Through 2030 Year Revenue* Net Income* EPS 2025 $121.255 $68.392 $2.75 2026 $168.151 $95.246 $3.83 2027 $193.852 $108.182 $4.44 2028 $225.462 $130.155 $5.28 2029 $236.498 $152.001 $6.16 2030 $265.522 $175.412 $7.24 *Revenue and net income in $billions NVIDIA Stock Price Target for 2030 By the conclusion of 2030, 24/7 Wall Street estimates that NVIDIA’s stock will be trading for $362.00, good for a 159.68% increase over today’s share price, based on an EPS of $7.24 and a P/E ratio of 50. Our high-end price target is $506.80 based on an EPS of $7.24 and a P/E ratio of 70. Meanwhile, our low-end price target is $217.20 based on an EPS of $7.24 and a P/E ratio of 30. Year Price Target % Change From Current Price 2025 $137.50 8.58% 2026 $191.50 51.22% 2027 $222.00 75.31% 2028 $264.00 108.48% 2029 $308.00 143.22% 2030 $362.00 185.87% The post NVIDIA (NVDA) Price Prediction and Forecast 2025-2030 For February 27 appeared first on 24/7 Wall St..
