Here’s What Wall Street Thinks About NVIDIA Corporation (NVDA)

Core Viewpoint - NVIDIA Corporation (NASDAQ:NVDA) is identified as a strong investment opportunity for high returns by 2026, with analysts maintaining a Buy rating and setting a price target of $225 [1]. Group 1: Analyst Ratings and Price Targets - Harsh Kumar from Piper Sandler reiterated a Buy rating on NVIDIA with a price target of $225 [1]. - Harlan Sur from J.P. Morgan also maintained a Buy rating without disclosing a price target [1]. Group 2: Demand and Growth Drivers - Sustained demand growth and expanding growth drivers are key factors behind the bullish rating from J.P. Morgan [2]. - The company's 2026 backlog for Blackwell, Rubin, and related networking products exceeds $500 billion, indicating significant upside driven by new customer deals [2]. Group 3: Strategic Position and Market Potential - NVIDIA's strategic position in the Physical AI segment enhances its total addressable markets [3]. - Uncertainty regarding China export licenses persists, but any approvals would likely increase demand and expand market size [3]. Group 4: Company Overview - NVIDIA is a semiconductor company that designs GPUs and data center solutions, essential for training and running large-scale AI models [4]. - The company's CUDA software platform and AI-focused hardware provide the necessary computational power for generative AI, machine learning, and high-performance computing applications [4].