Nvidia: The Leader in the AI Gold Rush

Written by Emily J. Thompson, Senior Investment Analyst

Source: Fool

Updated: 50 minutes ago

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NVDA+1.75%

META-1.16%

MSFT-1.34%

Should l Buy NVDA?

Source: Fool

Significant Revenue Growth: Nvidia's revenue for the full year 2025 reached $130 billion, surpassing the GDP of over 100 countries and representing a 2,500% increase from its 2016 revenue of $5 billion, highlighting its strong demand and leadership in the AI market.
Market Cap Surge: Nvidia's market cap skyrocketed from approximately $20 billion in 2016 to over $5 trillion today, marking a staggering 27,000% increase over the decade, reflecting investor confidence in its future growth potential.
Outstanding Stock Performance: An investment of $5,000 in Nvidia a decade ago would have turned an investor into a millionaire today, outperforming nearly all other megacap tech stocks during the same period, showcasing its exceptional investment returns.
Reasonable Valuation: Despite Nvidia's stock trading at about 24 times forward earnings, slightly above the tech average of 22.7, its valuation is considered reasonable in the context of strong AI market tailwinds, indicating potential for future growth.

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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: 211.500

Low

200.00

Averages

264.97

High

352.00

Current: 211.500

Low

200.00

Averages

264.97

High

352.00

New Street

Pierre Ferragu

initiated

$1 trillion

2026-03-19

Reason

New Street

Pierre Ferragu

Price Target

$1 trillion

AI Analysis

2026-03-19

initiated

Reason

New Street analyst Pierre Ferragu added Nvidia (NVDA) to the firm's best idea list for 2026, alongside AMD (AMD) and TSMC (TSM). The analyst believes the "lack of enthusiasm is misplaced" around Nvidia's guidance for $1 trillion in Blackwell and Rubin revenue from 2025 through 2027. New Street expects a "decent beat" this year from Nvidia and a "strong" beat next year. Nvidia is likely to be a $1 trillion run-rate business by the end of 2027, the analyst tells investors in a research note. This would would imply the company's revenues are two-times current consensus expectations at the end of 2027, according to New Street. "It all sounds like Nvidia could be a double bagger on the combination of earnings revision and the low multiple, opening the door to very efficient buybacks," the firm adds.

Raymond James

Simon Leopold

Strong Buy

maintain

$291 -> $323

2026-03-19

Reason

Raymond James

Simon Leopold

Price Target

$291 -> $323

2026-03-19

maintain

Strong Buy

Reason

Raymond James analyst Simon Leopold raised the firm's price target on Nvidia to $323 from $291 and keeps a Strong Buy rating on the shares. The firm increased the company's estimates to reflect management's updated outlook for $1 trillion of cumulative graphic processing unit sales through 2027. This could prove conservative, the analyst tells investors in a research note. Raymond James is "incrementally encouraged" that its thesis around inference as a catalyst is playing out, and may even be slightly ahead of schedule.

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About NVDA

NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.

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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