Nvidia's Growth Outlook Over the Next Three Years Remains Positive
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NVDA?
Source: Fool
- Data Center Investment Driving Growth: Major tech companies like Alphabet, Meta, and Amazon plan to increase capital expenditures to nearly $500 billion in 2023, primarily for AI data center construction, which will directly boost Nvidia's processor sales and solidify its 81% market share.
- Revenue and Earnings Projections Surge: Analysts estimate that by 2029, Nvidia's annual revenue will reach $468 billion and earnings will hit $246 billion, representing over threefold growth from fiscal year 2025, indicating strong long-term growth potential.
- Potential Stock Volatility: Despite Nvidia's stock soaring 791% over the past three years, concerns about an AI bubble may lead to volatility, prompting investors to temper expectations, especially amid recent pullbacks in tech stocks.
- Potential to Outpace the Market: With ongoing investments in AI data center infrastructure, Nvidia's commanding lead in AI processors positions it well to potentially outperform the S&P 500 over the next three years, showcasing robust market competitiveness.
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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: 186.940
Low
200.00
Averages
264.97
High
352.00
Current: 186.940
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.
Cohere Achieves $240M Annual Revenue in 2025, Surpassing Targets
- Significant Revenue Growth: Cohere achieved approximately $240 million in annual recurring revenue in 2025, surpassing its $200 million target, indicating strong market demand that is expected to further enhance the company's market share in the AI sector.
- Successful Fundraising: In August 2025, Cohere raised $500 million, valuing the company at $6.8 billion, with investors including AMD, Nvidia, and Salesforce, reflecting market recognition of its capital-efficient model and strengthening its position in the competitive AI landscape.
- Improved Gross Margins: Cohere's gross margins averaged about 70% in 2025, expanding by 25 basis points year-over-year, demonstrating the company's ability to achieve sustainable growth by optimizing resource allocation and managing customer demand without being affected by market volatility.
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Nvidia's Growth Outlook Over the Next Three Years Remains Positive
- Data Center Investment Driving Growth: Major tech companies like Alphabet, Meta, and Amazon plan to increase capital expenditures to nearly $500 billion in 2023, primarily for AI data center construction, which will directly boost Nvidia's processor sales and solidify its 81% market share.
- Revenue and Earnings Projections Surge: Analysts estimate that by 2029, Nvidia's annual revenue will reach $468 billion and earnings will hit $246 billion, representing over threefold growth from fiscal year 2025, indicating strong long-term growth potential.
- Potential Stock Volatility: Despite Nvidia's stock soaring 791% over the past three years, concerns about an AI bubble may lead to volatility, prompting investors to temper expectations, especially amid recent pullbacks in tech stocks.
- Potential to Outpace the Market: With ongoing investments in AI data center infrastructure, Nvidia's commanding lead in AI processors positions it well to potentially outperform the S&P 500 over the next three years, showcasing robust market competitiveness.
See More
Nvidia's Outlook for the Next Three Years
- Data Center Investment Driving Growth: In 2023, tech giants like Alphabet, Meta, and Amazon are expected to collectively invest nearly $500 billion in AI-related capital expenditures, bolstering Nvidia's 81% market share in data center processors, with projected annual revenue of $468 billion and earnings of $246 billion by 2029, representing over threefold growth from fiscal year 2025.
- Stock Volatility and Growth Potential: While Nvidia's stock may experience volatility as some investors express concerns over an AI bubble, the ongoing increase in AI data center infrastructure spending and Nvidia's dominant position in AI processors suggest that its share price could outperform the S&P 500 over the next three years.
- Cautious Investor Sentiment: Given the recent pullback in tech and AI stocks, investors should temper their expectations for Nvidia, although the overall market enthusiasm for AI investments remains high, providing Nvidia with opportunities for substantial returns.
- Market Competition and Investment Advice: Despite Nvidia's strong performance in the AI sector, analysts have noted that it is not currently included in the list of top investment stocks, prompting investors to consider other potential high-return stocks for better investment outcomes.
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- Successful Fundraising: In August 2025, Cohere raised $500 million, valuing the company at $6.8 billion, with investors including AMD, Nvidia, and Salesforce, reflecting market recognition of its capital-efficient model and strengthening its position in the competitive AI landscape.
- Improved Gross Margins: Cohere's gross margins averaged about 70% in 2025, expanding by 25 basis points year-over-year, demonstrating the company's ability to achieve sustainable growth by optimizing resource allocation and managing customer demand without being affected by market volatility.
- Market Expansion Plans: Cohere plans to continue expanding into the European market in 2026 and build its AI agent platform, North, anticipating another year of rapid growth, with the CEO indicating that the company is poised for a public market debut to attract more investor interest.
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- Data Center Investment Driving Growth: Major tech companies like Alphabet, Meta, and Amazon plan to increase capital expenditures to nearly $500 billion in 2023, primarily for AI data center construction, which will directly boost Nvidia's processor sales and solidify its 81% market share.
- Revenue and Earnings Projections Surge: Analysts estimate that by 2029, Nvidia's annual revenue will reach $468 billion and earnings will hit $246 billion, representing over threefold growth from fiscal year 2025, indicating strong long-term growth potential.
- Potential Stock Volatility: Despite Nvidia's stock soaring 791% over the past three years, concerns about an AI bubble may lead to volatility, prompting investors to temper expectations, especially amid recent pullbacks in tech stocks.
- Potential to Outpace the Market: With ongoing investments in AI data center infrastructure, Nvidia's commanding lead in AI processors positions it well to potentially outperform the S&P 500 over the next three years, showcasing robust market competitiveness.
See More
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- Data Center Investment Driving Growth: In 2023, tech giants like Alphabet, Meta, and Amazon are expected to collectively invest nearly $500 billion in AI-related capital expenditures, bolstering Nvidia's 81% market share in data center processors, with projected annual revenue of $468 billion and earnings of $246 billion by 2029, representing over threefold growth from fiscal year 2025.
- Stock Volatility and Growth Potential: While Nvidia's stock may experience volatility as some investors express concerns over an AI bubble, the ongoing increase in AI data center infrastructure spending and Nvidia's dominant position in AI processors suggest that its share price could outperform the S&P 500 over the next three years.
- Cautious Investor Sentiment: Given the recent pullback in tech and AI stocks, investors should temper their expectations for Nvidia, although the overall market enthusiasm for AI investments remains high, providing Nvidia with opportunities for substantial returns.
- Market Competition and Investment Advice: Despite Nvidia's strong performance in the AI sector, analysts have noted that it is not currently included in the list of top investment stocks, prompting investors to consider other potential high-return stocks for better investment outcomes.
See More
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- Technological Edge: SoundHound AI, as an AI-powered voice company, has developed 'speech-to-meaning' and 'deep meaning understanding' technologies that have significantly advanced its presence in the automotive and restaurant sectors, enhancing its ability to interact naturally with users and strengthening its market competitiveness.
- Transformative Acquisition: The acquisition of Amelia in the summer of 2024 allowed SoundHound to combine its voice technology with virtual agents, launching the Amelia 7.0 platform, which shows strong application potential in highly regulated industries like healthcare and finance, thereby expanding its business scope.
- Revenue Surge: In the first nine months of 2025, SoundHound's revenue more than doubled, and while it is not yet profitable, it forecasts nearing break-even profitability by 2026, indicating significant market opportunities in the agentic AI space.
- Market Potential: With a market cap of over $3 billion, SoundHound AI, as a speculative small-cap stock, could see its share price multiply tenfold if it becomes the voice-driven leader in customer service, drawing investor interest.
See More
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- Surge in Silver Prices: Over the past year, the iShares Silver Trust has surged by 160%, driven by geopolitical tensions and industrial demand, attracting a significant influx of investors into the silver market, with this trend expected to persist until 2026.
- Supply-Demand Imbalance: For the past five years, demand for silver has consistently outpaced supply, leading to a multi-year shortage, which is likely to further drive up silver prices and create investment opportunities for silver mining stocks.
- First Majestic Silver: First Majestic Silver acquired a 70% interest in the Los Gatos mine in Mexico through its acquisition of Gatos Silver, with 57% of its revenue derived from silver, positioning it as a top pure-play silver miner; however, its profitability is highly dependent on silver price fluctuations, and any drop in silver prices or rise in mining costs could quickly erode profit margins.
- Wheaton Precious Metals Model: Wheaton Precious Metals operates under a financing model, providing upfront payments to mining companies for building or expanding mines, with an average cash cost of silver at $6.35 per ounce in Q3, offering cost predictability and protection against inflationary pressures, making it suitable for conservative investors seeking low-risk exposure.
See More
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- Bitcoin Investment: In the current market environment, allocating $700 to Bitcoin is recommended as the foundational asset of a crypto portfolio; despite potential poor performance ahead, its scarcity and demand make it a relatively safe choice.
- Ethereum Potential: Ethereum is considered the second choice with a $200 allocation; despite facing technical complexities and competitive pressures, its core position in smart contracts and decentralized finance provides significant long-term growth potential.
- XRP Risk Assessment: XRP receives the smallest investment allocation of $100; while its long-term potential is significant, it relies on competing for market share among financial institutions, facing pressure from competitors like Ethereum.
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