Top Investors Continue to Buy Nvidia (NVDA) Despite 1,100% Surge
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 25 2026
0mins
Source: Fool
- Investor Accumulation: Despite Nvidia's stock soaring 1,100% since 2022, prominent investment managers Daniel Loeb and David Tepper have increased their holdings in Nvidia over the past two quarters, indicating strong confidence in its future growth.
- Data Center Revenue Surge: Nvidia's data center revenue grew 66% year-over-year in the most recent quarter, reflecting sustained strong demand as hyperscalers expand capacity and AI models require more computing power.
- Strengthened Competitive Advantage: Nvidia solidifies its lead in the AI chip market by offering free tools like CUDA, with the number of developers using CUDA rising to 5.9 million in 2024 from 4.7 million in 2023, highlighting the dependency on its hardware.
- Attractive Valuation: With a forward price-to-earnings ratio below 25, Nvidia's stock is drawing investor interest, especially in light of the robust momentum in its data center business, signaling market recognition of its growth potential.
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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: 212.450
Low
200.00
Averages
264.97
High
352.00
Current: 212.450
Low
200.00
Averages
264.97
High
352.00
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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