Nvidia Corporation, based in Santa Clara, California, (Nvda) is a key innovator of computer graphics and AI technology. The company provides graphics and calculation and networking solutions. With a market capitalization of 2.9 dollarsNVDA develops a platform for scientific IT, AI, data science, autonomous vehicles, robotics, metavers and 3D Internet applications, as well as PC graphics by serving customers in the whole world.
The actions of this chip giant have considerably surpassed the larger market in the past year. NVDA won 91.3% During this period, while the wider S&P 500 index ($ Spx) has rallied almost 22.7%. However, in 2025, NVDA action was down 10.6% compared to the 2.7% increase in SPX on the basis of the YTD.
Zoom in further away, the outperformance of NVDA seems more pronounced compared to the FNB Ishares semiconductor (Soxx). The Stock Exchange Fund has won about 10% In the past year. However, the 1.2% gains of the FNB on a YTD base surpass two -digit losses on the same time.
The high performance of NVDA is motivated by its AI Advanced fleas which quickly deal with complex neural networks. The demand for more powerful processors in AI infrastructure continues to grow, increasing NVDA’s position on the market. The recent sales reaction to the profitable Deepseek model is exaggerated because it could in fact increase the use of AI and maintain the request for NVDA chips. In addition, the Cups to come Blackwell should further expand the performance gap on the AI market, which stimulates the continuous demand for high -end fleas of the NVDA.
November 20, NVDA shares have marginally closed After reporting her Q3 results. Its adjusted BPA of $ 0.81 exceeded Wall Street expectations of $ 0.75. The company’s revenues were $ 35.1 billion, beating Wall Street of 33.3 billion dollars forecasts.
For the current exercise, completed in January, analysts expect the NVDA EPS to grow from 134.8% to $ 2.77 on a diluted base. The story of surprise of the company’s gains is impressive. He beat the estimate of consensus in each of the last four quarters.
Among the 43 analysts covering the NVDA stock, Consensus is a “strong purchase”. This is based on 37 ratings “strong purchase”, two “moderate purchases” and four “holders”.
This configuration is more optimistic than a month ago, 36 analysts suggesting a “strong purchase” and three giving a “moderate purchase”.
On January 29, Morgan Stanley (Ms) Analyst Joseph Moore has maintained a note “Buy” on NVDA Decrease the price target to $ 152involving an increase of increase of 26.6% compared to current levels.
The average price target of $ 178.09 represents a bonus of 48.3% at the current NVDA price levels. The high price target of $ 220 suggests an increase of 83.2%.
On the date of publication, Neha Panjwani Did not have (directly or indirectly) positions in any of the titles mentioned in this article. All information and data of this article are only for information purposes. For more information, please consult the Barchart disclosure policy here.
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