Dow Surges Over 500 Points as Major Healthcare Stocks Report Earnings
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 7h ago
0mins
Should l Buy NVDA?
Source: CNBC
- Healthcare Stocks Surge: Merck has gained approximately 32% over the past three months, hitting a new high on Monday, indicating strong market demand and investor confidence, which is expected to drive future earnings growth for the company.
- Pfizer and Amgen Updates: Pfizer has advanced 8% in the past three months but is down 4% from its October high; Amgen has added 15.5% but is down 2.4% from last week's high, reflecting volatility in the pharmaceutical sector and cautious investor sentiment.
- Bitcoin and Gold Trends: Bitcoin jumped back above $78,000 on Monday, despite losing nearly 30% over the past three months; gold is up 19% in three months but down 6% in a week, indicating shifting investor demand for safe-haven assets.
- Impact of India Trade Deal: Following the U.S.-India trade agreement, the iShares MSCI India ETF rose about 3%, although it is down 5% from its June high, yet has rebounded 12% from a 52-week low, suggesting optimistic market sentiment regarding the region's economic outlook.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 191.130
Low
200.00
Averages
264.97
High
352.00
Current: 191.130
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.
- Optimistic Revenue Outlook: Nvidia is expected to surpass the $323.3 billion revenue estimate for fiscal 2027, driven by multiple tailwinds including strong demand for Blackwell systems and increased AI data center spending, positioning the company for sustained growth.
- Strong Pricing Power: The company is projected to maintain a gross margin of approximately 75% in fiscal 2027, primarily due to a high revenue mix of profitable data center GPUs and networking products, indicating its ability to sustain profitability amid intensifying competition.
- Market Share Defense: Despite competitive pressures from AMD and Qualcomm, Nvidia holds a 92% share of the global GPU market, only down 2 percentage points, demonstrating resilience in its market dominance and potential for recovery.
- Ecosystem Advantage: Nvidia's CUDA software ecosystem and mature developer tools create significant switching costs for customers, enhancing its competitive edge and ensuring it remains a leader in the AI hardware space even as competition intensifies.
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- Significant Growth Potential: Nvidia anticipates a 52% revenue growth in 2026 and beyond, with a current quarter showing a 63% year-over-year increase, indicating that the market has not fully priced in its future growth, thus presenting a compelling investment opportunity.
- Reasonable Valuation: Currently trading at a price-to-earnings ratio of 24.6, Nvidia is priced lower than other major tech stocks at around 30 times earnings and slightly above the S&P 500's 22 times, suggesting investors can acquire shares at a fair price given its strong growth outlook.
- Surging AI Demand: Nvidia's GPUs are in high demand due to their comprehensive technology stack, particularly in the artificial intelligence sector, which has driven the company's rapid growth since 2023, further solidifying its market leadership.
- Investment Recommendation: Although Nvidia is not included in the current top stock picks by Motley Fool Stock Advisor, its central role in the tech revolution and undervalued stock price make it an opportunity that investors should not overlook.
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- Market Rebound: South Korea's Kospi index surged 6.7% on Tuesday, demonstrating strong market recovery, particularly after a 5% drop the previous day, indicating a rebound in investor confidence.
- Trade Deal Impact: President Trump announced a reduction in reciprocal tariffs on India from 25% to 18%, leading to a 5% jump in India's Nifty 50 index at the open, which is expected to stimulate external growth for the Indian economy, particularly in 2026.
- Precious Metals Surge: On Tuesday, spot gold rose by 4.8% and spot silver surged by 7.3%, reflecting increased investor demand for precious metals, although analysts express concerns about silver becoming this year's
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- Sales Outlook Surge: Anthropic anticipates sales of approximately $18 billion in 2023, more than quadrupling last year's figures, indicating strong growth potential in the AI sector that may attract investor interest for its future IPO.
- Future Growth Projections: The company expects sales to reach around $55 billion in 2024, demonstrating significant success in its AI market expansion strategy, which could further solidify its market position.
- Close Collaboration with Nvidia: Anthropic relies on Nvidia's GPUs to train and run its AI software, with Nvidia's CEO praising its Claude AI platform as 'incredible', indicating that Nvidia's leadership in the AI hardware market will continue to drive Anthropic's technological advancements.
- Significant Orders from Broadcom: Anthropic's partnership with Broadcom is deepening, having placed orders worth $10 billion for custom chips, with expectations to continue purchasing TPUs and XPUs, which will provide sustained revenue growth for Broadcom.
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- Revenue Growth Outlook: Anthropic anticipates its revenue will exceed $18 billion in 2023, more than quadrupling from last year, indicating strong growth potential in the AI market and possibly attracting investor interest for its future IPO.
- Hardware Dependency: Anthropic relies on Nvidia's GPUs for AI model training, and Nvidia's market leadership and robust sales growth provide strong technical support for Anthropic, further solidifying its competitive edge in the AI sector.
- Broadcom Partnership Orders: Anthropic's partnership with Broadcom is strengthening, having placed orders worth $10 billion for custom chips, with expectations to continue increasing demand for TPUs and XPUs, which will drive sustained revenue growth for Broadcom.
- Cloud Services Driving Demand: By utilizing cloud computing services from Microsoft and Amazon, Anthropic is expected to continue driving demand for Broadcom's connectivity chips, becoming a significant customer and enhancing Broadcom's position in the AI infrastructure market.
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- Orbital Data Center Advantage: Investor Gene Munster from Deepwater Asset Management highlights that the merger between SpaceX and xAI focuses on 'datacenters in the sky,' which are more efficient due to better solar energy access and no cooling requirements.
- IPO Flexibility: Munster notes that SpaceX is expected to go public in June this year, which will provide Musk with the financial flexibility needed to fund AI development for xAI, further advancing his business ambitions.
- Market Valuation Outlook: Munster predicts that the combined entity of SpaceX-xAI could be valued at around $1.2 trillion, showcasing the immense potential of this merger, especially in comparison to Nvidia's competitive target.
- Speculative Merger Insights: Reports suggest that Musk may also be considering a merger between SpaceX and Tesla, hinting at a possible 'convergence' of his enterprises that could create new strategic opportunities.
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