Nvidia(US:NVDA) 247Wallst·2026-01-13 12:00Core Viewpoint - NVIDIA Corp. has experienced significant fluctuations in its stock price, with a recent decline of 2.91% over the past five trading sessions, yet it remains up 38.81% year-over-year despite a nearly 119% drop from its all-time high on October 29 [1] Financial Performance - In Q3 earnings reported on November 19, 2025, NVIDIA achieved record revenue of $57.0 billion and diluted EPS of $1.30, surpassing analyst expectations, with data center revenue reaching $51.2 billion, a 66% year-over-year increase [2] - Over the last decade, NVIDIA's revenue has grown by over 553%, while net income has increased by more than 1,323%, despite a slight contraction in 2020 due to the COVID-19 pandemic [6] Market Position - NVIDIA became the first publicly traded company to surpass a market cap of $5 trillion in late October 2025, following its earlier achievement of a $4 trillion market cap in July [3] - The company holds a dominant position in the GPU industry, with a market cap of $3.34 trillion, significantly higher than competitors like AMD and TSMC [8] Customer Base - NVIDIA's primary customers include major tech companies such as Alphabet, Amazon, Meta, and Microsoft, which collectively account for 40% of its revenue as they lead the AI revolution [9] AI Market Growth - The AI market, valued at $196.63 billion in 2023, is projected to grow at a compound annual growth rate (CAGR) of 36.6% from 2024 to 2030, driven by continuous research and innovation from tech giants [10] Stock Price Predictions - The consensus median one-year price target for NVIDIA is $264.97, indicating a potential upside of 42.27% based on current share prices, with a year-end forecast of $300.14 representing a 62.29% increase [11][13] - By 2030, NVIDIA's stock is expected to reach $318.42, reflecting a 72.17% increase from current levels, with a high-end target of $506.80 and a low-end target of $217.20 [12]