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Advancements In AI Will Drive Future Data Center Demand

Published
02 Sep 24
Updated
27 Aug 25
AnalystConsensusTarget's Fair Value
US$206.72
19.2% undervalued intrinsic discount
04 Sep
US$167.02
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1Y
62.4%
7D
-4.1%

Author's Valuation

US$206.7

19.2% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on27 Aug 25
Fair value Increased 11%

Analysts have raised NVIDIA’s price target to $194.22, citing surging demand for Blackwell and H20 products, resumed shipments to China, under-ownership by institutions, and strong AI infrastructure tailwinds driving higher earnings forecasts. Analyst Commentary Bullish analysts cite accelerating shipments and demand for Nvidia’s Blackwell (GB200/GB300) and Rubin products, underpinned by strong order momentum from hyperscalers, including resumption and ramping of H20 and GB series shipments, with positive guidance expected.

Shared on07 May 25
Fair value Increased 0.057%

Shared on30 Apr 25
Fair value Increased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on23 Apr 25
Fair value Decreased 1.11%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on17 Apr 25
Fair value Decreased 1.70%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on09 Apr 25
Fair value Decreased 0.91%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on02 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on26 Mar 25
Fair value Decreased 0.86%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on19 Mar 25
Fair value Increased 5.40%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on11 Mar 25
Fair value Decreased 8.85%

AnalystConsensusTarget has decreased future PE multiple from 35.8x to 32.1x.