NVDA NVIDIA $120.46 -0.95 (-0.78%) 52-Week Range $75.61 ▼ $153.13 NVIDIA Today Dividend Yield 0.03% P/E Ratio 47.37 Price Target $171.51 Add to Watchlist NVIDIA NASDAQ: NVDA insiders are selling in Q1 2025, and it poses no threat to the market. The insider selling has not only subsided to a multi-year low, but the sales are small and align with share-based compensation trends. NVIDIA insiders, including board members, get restricted stock units or RSUs as compensation. Those come with restrictions and vesti ...

The information, opinions, and thoughts included in this article do not constitute an investment recommendation or any form of investment advice. Nvidia Corporation's (NASDAQ: NVDA ) stock price has seen increased volatility during the last couple of months, ranging from $100 per share to as much as $150 per share. It doesn't come to me as a surprise Analyst's Disclosure: I/we have a beneficial long position in the shares of NVDA, AMD either through stock ownership, options, or other derivatives. I wrote th ...

大摩闭门会：英伟达 GTC 大会与内存行业更新 AI 芯片需求强劲 Blackwel1 架构 引领下一代计算革命 20250325 摘要 问答 NVIDIA GTC 大会的气氛如何？与当前的市场情绪相比如何？ NVIDIA GTC 大会的气氛非常活跃，就像季后赛期间洋基队的比赛一样。活动现 场挤满了与会者，其中包括众多初创公司、IT 专业人士和云专家。这种充满活 力的氛围与目前股市中观察到的怀疑态度形成了鲜明对比。 考虑到年初 Hopper 出货量等其他因素以及这些数据中未体现的其他强劲需求 因素（如 Meta 和 HXAI），我们估计整体增长率可能接近 140%。这一预测与 华尔街对今年增长的模型非常吻合。 NVIDIA 如何应对有关微软投资延迟和 ASIC 竞争的担忧？ NVIDIA 通过其演示有效地解决了这些问题，而无需深入探讨客户的具体情况。 尽管微软对按照 OpenAI 的要求建设设施和投入巨资持谨慎态度，但甲骨文等 其他主要参与者仍以类似的速度继续投资，从而减轻了对总体需求的任何潜在 影响。关于 ASIC 竞争，尽管某些行业对 ASIC 充满热情，例如 Meta（不在前 四大超大规模计算公司之列） ...

Core Viewpoint - Nvidia has experienced significant stock performance in 2023 and 2024, but has seen an 18% decline in 2025 from January highs [1] Group 1: AI Spending and Market Outlook - Concerns exist regarding the impact of economic uncertainty on AI spending and potential shifts in Nvidia's client base [2] - Nvidia's CEO, Jensen Huang, predicts that data center infrastructure revenue will reach $1 trillion by 2028, surpassing any current company revenue [3] Group 2: Revenue Growth Projections - Nvidia generated $115.3 billion in data center revenue over the past four quarters, with Q4 revenue up 93% year-over-year [4] - If Nvidia maintains a 93% growth rate, it could achieve $1.6 trillion in data center revenue by 2028, but only needs a 72% compound annual growth rate (CAGR) to meet the $1 trillion target [5][6] Group 3: Profitability and Market Capitalization - Achieving $1 trillion in revenue with a 56% profit margin would yield $560 billion in profits, a figure unmatched by any current company [6] - If Nvidia reaches the $1 trillion revenue mark and trades at the S&P 500 average P/E ratio of 22.3, its market cap could rise to $12.5 trillion, indicating a potential 330% stock increase over four years [7] Group 4: Current Valuation and Investment Potential - Nvidia's stock is currently priced at 26 times forward earnings, which is lower than many tech peers, making it an attractive investment even if it falls short of the $1 trillion goal [9]

Parkev Tatevosian, CFA has no position in any of the stocks mentioned. The Motley Fool has positions in and recommends Nvidia. The Motley Fool has a disclosure policy. Parkev Tatevosian is an affiliate of The Motley Fool and may be compensated for promoting its services. If you choose to subscribe through his link, he will earn some extra money that supports his channel. His opinions remain his own and are unaffected by The Motley Fool. ...

Core Viewpoint - Nvidia has experienced a decline in stock price due to emerging competition, economic concerns, and proposed tariffs, prompting investors to reassess the AI investment landscape [1][2]. Financial Performance - Nvidia's gross margin has contracted, falling to just over 73% in Q4 of fiscal 2025, indicating that rising production costs are not translating into proportional revenue growth [4][5]. - In Q3, the cost of revenue increased by 20% while revenue grew by 17%, and in Q4, the cost of revenue rose by 19% with only a 12% revenue growth [4]. - Analysts expect the gross margin to bottom at 71.1% in the current quarter but rebound to nearly 74.5% by the end of fiscal 2026, with diluted earnings per share projected to grow by nearly 48% year-over-year in fiscal 2026 [6]. Market Valuation - Nvidia currently trades at slightly under 26 times forward earnings, a significant decrease from previous valuations of around 50 times [7]. - If Nvidia's margins continue to contract, the company may be over-earning, which could lead to an increase in its price-to-earnings (P/E) ratio if market capitalization remains stable [7][8].

Nvidia (NVDA 3.16%) amazed investors over the past few years, climbing with what seemed like nonstop momentum to reach record levels. The stock even soared beyond $1,000 last year before the company launched its stock split, a move to lower the per-share price. All of this is thanks to Nvidia's position in one of today's most-watched markets: artificial intelligence (AI).Analysts expect this market to explode higher throughout the decade, and developments we've seen so far support this idea. Tech giants are ...

Core Viewpoint - The current stock market correction, particularly affecting big tech stocks, presents a significant buying opportunity despite ongoing selling activity and market fears [1][3][12] Group 1: Market Dynamics - The S&P 500 and Nasdaq Composite have entered correction territory due to multiple sell-offs in megacap tech stocks [1] - Emotional responses from investors often lead to cash hoarding during market downturns, contrasting with the tendency to buy at high valuations [2] - The recent panic selling is viewed as overblown, suggesting that the current market conditions are favorable for investment [3] Group 2: AI and Technology Spending - The generative AI market is projected to grow from $45 billion last year to $1.1 trillion by 2028, with enterprise software contributing approximately $400 billion [5] - Significant investments in AI infrastructure are being made by major tech companies, with Amazon, Alphabet, and Microsoft planning to spend over $250 billion this year [6] - Apple has announced a $500 billion investment in the U.S. for AI-related initiatives over the next four years [6] Group 3: Semiconductor and Data Center Opportunities - Morgan Stanley forecasts $280 billion in semiconductor spending and $276 billion for high-bandwidth memory storage and networking equipment by 2028 [6] - Nvidia and AMD are expanding their data center chip businesses, indicating a sustained demand for chips and infrastructure investment [6] Group 4: Valuation and Investment Opportunities - Many tech stocks have experienced declines greater than the S&P 500 and Nasdaq, presenting potential buying opportunities [7] - Companies such as Nvidia, AMD, Taiwan Semiconductor, Amazon, and Alphabet are highlighted as top investment opportunities based on valuation [8] - The normalization of prices and contraction in valuation multiples suggest a favorable environment for investment [9] Group 5: Long-term Outlook - Continued investment in research, development, and infrastructure by major tech companies indicates a strong secular tailwind for AI software and hardware [10] - Stock market corrections can be healthy, providing opportunities to acquire in-demand stocks at discounted prices [11][12]

Cisco Systems (CSCO) is expanding its portfolio with the unveiling of AI factory architecture developed in collaboration with NVIDIA (NVDA) . This is expected to drive up Cisco’s AI-driven revenues. Cisco had AI infrastructure orders worth more than $700 million at the end of the first half of fiscal 2025. CSCO remains on track to surpass $1 billion in AI infrastructure orders in fiscal 2025.AI-driven enterprises have been signing deals to buy Cisco’s integrated systems, including Nexus, UCS and additional ...

NVIDIA Corp NVDA is bouncing back, rising 3.7% by late Monday morning, as investors react to reports of a more measured U.S. tariff approach and fresh AI developments out of China.Despite recently triggering a Death Cross — a traditionally bearish technical signal — Nvidia stock is seeing renewed buying pressure, signaling a potential turnaround.Read Also: Nvidia Could Be The First $4 Trillion Stock; Here’s Why…Tariff Tensions Ease, AI Race Heats UpTech stocks led the market rally Monday after reports sugge ...