Is Nvidia Corp. (NVDA) Currently a “Buy” after the Stock Has Fallen Almost 20 Percent?

Nvidia is currently viewed by most Wall Street analysts as an attractive “Buy”, particularly for long-term investors, driven by its dominant position in artificial intelligence computing and data-center infrastructure. Importantly, the recent and meaningful pullback in the stock has improved the risk–reward profile, making Nvidia more appealing for accumulation relative to earlier peak valuation levels. The stock carries a consensus “Strong Buy” rating with analysts, broadly forecasting substantial upside over the next 12 months, with a $251 price target, underpinned by sustained demand for AI accelerators and the ongoing rollout of next-generation chip platforms.

Analysts continue to emphasize Nvidia’s unmatched leadership in high-performance GPUs, its deeply entrenched and expanding software ecosystem, and the durability of capital spending by hyperscale cloud providers. These factors are viewed as structural growth drivers that should support strong revenue visibility, operating leverage, and margin resilience over multiple years. Recent reiterations and target price increases from several major brokerages reinforce confidence that Nvidia can continue to outperform the broader semiconductor sector, even amid macroeconomic uncertainty and market volatility.

At the same time, valuation remains a key consideration. Despite the pullback, Nvidia still trades at a premium to historical averages and most peers, reflecting the market’s expectation of sustained, outsized growth. As a result, analysts caution that near-term upside could be more incremental unless the company delivers earnings results and forward guidance that clearly exceed already elevated expectations. This dynamic makes the stock more sensitive to any signs of slowing AI investment, regulatory headwinds, or broader macroeconomic pressures.

Nvidia is widely regarded as a high-quality long-term buy for investors who can tolerate volatility and premium valuations in exchange for exposure to one of the most powerful secular growth trends in technology. While short-term price fluctuations are likely as the market recalibrates growth expectations, the company’s strategic positioning in AI computing continues to support a constructive long-term investment thesis, and the current valuation is very attractive, especially on a long-term horizon..