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NVIDIA
NasdaqGS:NVDA Community
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NVIDIA
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NVIDIA
NA
NateF
Community Contributor
NVDA Market Outlook
NVIDIA Corporation (NVDA) has demonstrated remarkable growth, particularly in the AI and data center sectors, positioning it as a compelling investment opportunity for the next 1 to 3 years. Sector: Technology Industry: Semiconductors Market Capitalization: $3.4t (Mega-cap) Major Competitors: NVIDIA (NVDA) operates in a highly competitive landscape, with several major and direct competitors in its key markets, including AI, gaming, data centers, and automotive.
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US$341.12
FV
59.3% undervalued
intrinsic discount
25.46%
Revenue growth p.a.
Set as Fair Value
14
users have liked this narrative
0
users have commented on this narrative
56
users have followed this narrative
15 days ago
author updated this narrative
NVIDIA
WA
Wallstreetaholic
Community Contributor
NVIDIA will dominate AI with its strong GPU market leadership
Positives 1. Market Leadership in GPUs and AI Acceleration: NVIDIA dominates the discrete GPU market, particularly for high-performance gaming and data center AI workloads.
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US$117.69
FV
18.0% overvalued
intrinsic discount
5.26%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
19
users have followed this narrative
15 days ago
author updated this narrative
NVIDIA
M_
M_Kabesh
Community Contributor
NVIDIA Corporation rides on innovation to reach $150–$180 by end of 2025
NVIDIA Corporation (NVDA), currently trading at $120.07 per share, has been a dominant force in the semiconductor industry, particularly in graphics processing units (GPUs) and artificial intelligence (AI) applications. Recently, the stock experienced a significant decline, dropping 17% in January 2025, primarily due to concerns over emerging AI technologies that may reduce the demand for high-cost hardware.
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US$180.00
FV
22.9% undervalued
intrinsic discount
14.58%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
7
users have followed this narrative
16 days ago
author updated this narrative
NVIDIA
CH
CHP
Community Contributor
Short Term Take: NVIDIA GPUs will power the rebound from a supposed tech overreaction
NVIDIA's stock price has recently declined to $116, which I perceive as an overreaction by the market. I have entered a position from to $128 and executed a swing trade from $128 to a TP of $141, based on technical analysis indicating a potential rise to close the gap at $141.
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US$150.00
FV
7.4% undervalued
intrinsic discount
8.94%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
5
users have followed this narrative
20 days ago
author updated this narrative
NVIDIA
CH
ChadWisperer
Community Contributor
Priced for AI perfection - cracks are emerging
Update 27th Jan 2025 My original narrative was primarily based on Aswath Damodaran's Nvidia narrative and valuation. The recent news from DeepSeek further supports this narrative.
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US$90.15
FV
54.0% overvalued
intrinsic discount
15.93%
Revenue growth p.a.
Set as Fair Value
40
users have liked this narrative
0
users have commented on this narrative
70
users have followed this narrative
21 days ago
author updated this narrative
NVIDIA
DR
DrBaraa_Alnahal
Community Contributor
Nvidia Is Always a favorite stock
Why I Like Nvidia Revenue growth has been outstanding over the past five years, suggesting that the company is capturing significant market share during this period. Earnings per share (EPS) have significantly outperformed competitors, with an annual increase of 86% over the last five years.
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US$169.00
FV
17.8% undervalued
intrinsic discount
10.19%
Revenue growth p.a.
Set as Fair Value
1
users have liked this narrative
0
users have commented on this narrative
4
users have followed this narrative
about 2 months ago
author updated this narrative
NVIDIA
GO
Goran_Damchevski
Equity Analyst
An Oversupply Of Compute Power Will See Margins Recede
Key Takeaways NVIDIA facing challenges, 30% data center market share at risk from chiplets AMD, Samsung, Intel entering GPU manufacturing race at cheaper price points Largest customers producing own chips, limits market for NVIDIA Generative AI cloud solutions introduces revenue cannibalization risk Gaming market revenue share at risk of stagnating Catalysts Company Catalysts Accelerating GPU Performance Will Reduce Profitability There is an argument to be made that the rapidly accelerating performance of GPUs will unlock markets in the next 3 to 5 years, but the same technology can lead to oversupply of compute power in the long term. As recently as 2021, there was a shortage of compute power for use cases like cryptocurrency mining, which was promoted as a key growth avenue.
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US$67.95
FV
104.3% overvalued
intrinsic discount
14.40%
Revenue growth p.a.
Set as Fair Value
80
users have liked this narrative
0
users have commented on this narrative
43
users have followed this narrative
3 months ago
author updated this narrative
NVIDIA
IS
iStock
Community Contributor
NVDA FY 25 Result
When looking at the earnings release, we could see that the company has been benefitting from record Data Center adoption. its revenue grew by 23% compared to the fourth quarter and 427% from a year ago it is fueled by strong and accelerating demand for generative AI training and inference Generative AI has expanded to consumer internet companies, and enterprise, sovereign AI, automotive and healthcare customers, creating multiple multibillion-dollar vertical markets Moreover, the company decided to announce a series of rewards for investors 10 for 1 forward stock split result in a proportionate increase in the number of shares of authorised common stock increasing its quarterly cash dividend by 150% from $0.04 per share to $0.10 per share of common stock
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US$107.22
FV
29.5% overvalued
intrinsic discount
-30.22%
Revenue growth p.a.
Set as Fair Value
0
users have liked this narrative
0
users have commented on this narrative
1
users have followed this narrative
3 months ago
author updated this narrative
NVIDIA
BA
Bailey
Equity Analyst
Enterprise Hardware Segment To Drive Sales As AI Takes Over
Key Takeaways Nvidia is poised to capture a larger share of the growing Data Centre market thanks to class leading hardware supporting the most demanding applications Nvidia's hardware is the best on market for AI applications and greater AI implementation will mean greater the demand for Nvidia hardware. Nvidia's DRIVE autonomous vehicle platform opens the door for Nvidia to flourish in a $300 Billion market.
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US$141.74
FV
2.0% undervalued
intrinsic discount
17.20%
Revenue growth p.a.
Set as Fair Value
144
users have liked this narrative
0
users have commented on this narrative
93
users have followed this narrative
4 months ago
author updated this narrative
Your Valuation for
NVDA
NVIDIA
Your Fair Value
US$
Current Price
US$138.85
51.5% undervalued
intrinsic discount
Growth estimate over
Annual revenue growth rate
5 Years
time period
%/yr
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Future
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313b
2015
2018
2021
2024
2025
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2030
Revenue US$313.4b
Earnings US$174.5b
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