Wall Street Analysts Bullish on Nvidia and Nebius
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 2 days ago
0mins
Should l Buy NVDA?
Source: Fool
- Nvidia Growth Momentum: Nvidia's revenue surged 73% year-over-year in Q4 of fiscal 2026, with management forecasting a 77% growth for Q1 of fiscal 2027, demonstrating its ability to maintain rapid growth amidst insatiable demand for AI computing units, despite being the largest company by market cap.
- Price Target Analysis: The average 12-month price target for Nvidia is approximately $270, while its current trading price is $175, indicating a potential upside of about 57%, thus making it a no-brainer buy, reflecting the market's optimistic outlook on its future performance.
- Nebius Investment Potential: Nebius, which Nvidia has invested in, has a market cap of nearly $30 billion and is expected to increase its annual run rate from $1.25 billion to between $7 billion and $9 billion by the end of 2026, showcasing its rapid expansion potential in the AI data center market as a go-to partner for several hyperscalers.
- Microsoft's Market Opportunity: Despite a 24% decline in Microsoft's stock price at the start of 2026, its Q2 fiscal 2026 revenue rose 17% year-over-year with a 60% increase in earnings per share, and analysts have set an average price target of $595, 55% above current levels, indicating that investors should seize this buying opportunity given the current low P/E ratio.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
Current: 171.240
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes 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 software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Competitive Advantage: Broadcom's XPUs are designed for specific tasks, avoiding direct competition with market leader Nvidia, and this differentiation strategy has allowed it to carve out a niche in the AI accelerator market, driving sustained growth for the company.
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