Nvidia Stock “An interesting opportunity,” said the analyst, cheap assessment despite restrictions in China – Nvidia (Nasdaq: NVDA)

Semiconductive giant NVIDIA Corporation Nvda has an upcoming attractive valuation, even with the potential impact of China restrictionssaid Bank of America’s analyst Vivek Arya.

The Nvidia analyst: Arya maintained a purchase note on Nvidia with a price target of $ 200.

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The analyst to remember: Arya crosses various scenarios to predict the impact on the finance and the course of NVIDIA shares with the restrictions in the course of China in a new investor note.

“Maintaining the purchase given the current 20x P / E is well below the historic 36x EP and below peer mag-7 with large capitalization in PEG,” he said.

The AI ​​dissemination rules are set for a deadline of May 15, or “Liberation Day,” said Arya in the note. “This regulatory framework, proposed by the Biden administration, is trying to control access to IA fleas beyond a limited group of 18 countries level 1.”

Arya added that Nvidia could remain volatile before the deadline of May 15.

The analyst presents the cases of bear and basic for Nvidia with the Chinese restrictions and obtains p/ e ratios of 20x for the case of bull and 26x for the bear case, which are both below the historical average of 36x.

Arya said Nvidia has direct exposure to the Data Center in Direct China, the rest of the sales in China from less limited sectors such as play and car. The impact of restrictions in China could be 0% to 23% of the profit per share of the calendar year 2026, said the analyst.

“Once the geopolitical concerns are dimensioned and at the price, we expect the NVDA to recover, as is the relative recovery that we have seen in the actions of Semicap this year once the exposure to China has been reflected in the Fab Wafer equipment expenses.”

Nvidia criticized the rules in the past, added the analyst.

Nivida said that CAPS for level 2 and level 3 countries could affect global innovation, harm American competitiveness and push countries to Chinese alternatives.

After examining the potential scenarios of the quantity of restrictions could harm Nvidia, Arya maintains a purchase note.

“We believe that the stock offers a particularly attractive opportunity for one of the most unique and most high quality technological franchises leading the most important and fastest secular trends.”

NVDA price action: NVIDIA shares are down 1.3% to $ 110.00 Friday against a 52 -week commercial range of $ 75.61 to $ 153.13. The NVIDIA action was down 20.6% for the start of the year in 2025.

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