Nvidia's Dominance in the AI Race
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Stock Performance: Nvidia's shares have surged 1,230% over the past five years, although they are currently down 11% from their peak, prompting investor discussions on whether now is the right time to buy the dip.
- Financial Growth: For Q3 2026, Nvidia reported a 62% year-over-year revenue increase to $57 billion, with analysts projecting further growth of 51% in fiscal 2027 and 28% in fiscal 2028, indicating robust financial health.
- Innovation Focus: At CES, Nvidia unveiled its Rubin computing platform, which is expected to deliver a 10x reduction in inference token costs and a 4x reduction in GPU numbers, highlighting the company's commitment to technological innovation.
- Market Competition: Nvidia's release of the open-source AI model Alpamayo aims to support the development of autonomous driving technology, with plans to sell this solution to automakers, enhancing its competitive edge against Tesla in the self-driving market.
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: 187.670
Low
200.00
Averages
264.97
High
352.00
Current: 187.670
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.
