Nvidia Corp. (NVDA)
Nvidia Corp. (NVDA) continues to attract a wide range of analyst opinions, reflecting both the company’s dominant position in artificial intelligence and data center markets as well as concerns over valuation and revenue concentration.
HSBC analyst Frank Lee maintains a “Hold” rating on Nvidia with a price target of $200.00, with the analysis noting that while Nvidia’s leadership in AI-driven semiconductors is undeniable, the stock’s valuation already prices in much of its expected growth. The analysis also flagged potential risks tied to Nvidia’s reliance on China-related revenues, which could create volatility if geopolitical or regulatory pressures increase.
Christopher Rolland of Susquehanna reiterated a “Buy” rating with a $210.00 target, with the analysis pointing to Nvidia’s strong demand pipeline across both data centers and AI applications. The company is one of the primary beneficiaries of hyperscale cloud spending, with enterprises accelerating investments in AI infrastructure. In his view, Nvidia’s technology advantage and ecosystem dominance support continued revenue expansion.
Vijay Rakesh at Mizuho Securities also reaffirmed a “Buy” rating and set a $215.00 target, placing him at the higher end of analyst expectations. The analysis underscored the accelerating adoption of generative AI, machine learning workloads, and high-performance computing, all of which heavily rely on Nvidia’s GPUs. He noted that Nvidia’s upcoming product launches are likely to extend its technological leadership, ensuring the company remains well-positioned for market share gains in the years ahead.
Taken together, these calls compare against the broader Wall Street consensus, where Nvidia currently holds a “Strong Buy” rating with an average 12-month price target of $186 per share. The consensus highlights general optimism about Nvidia’s long-term growth, but also shows that the more bullish analysts, such as those at Susquehanna and Mizuho, expect significantly greater upside than the Street average, while HSBC remains more reserved.
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I find it interesting how analysts are so divided on Nvidia, with some like Frank Lee cautious about the stock’s valuation, while others, like Rolland, remain optimistic about its leadership in AI and data centers. It’ll be fascinating to see which side turns out to be more accurate as these markets evolve.
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