J.P. Morgan analyst Harlan Sur has maintained their bullish stance on NVDA stock, giving a Buy rating yesterday.
Claim 50% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Harlan Sur has given his Buy rating due to a combination of factors that underscore Nvidia’s expanding strategic role in healthcare and life sciences. He points to Nvidia’s full-stack approach—spanning chips, AI “factories,” software frameworks, and domain-specific models—as a powerful driver of operating leverage, since the same core platforms can be reused across multiple verticals and applications. This horizontal reuse is already evident in shared physics and reasoning architectures that serve diverse markets such as autonomous vehicles, surgical robotics, clinical assistants, and customer service tools.
Sur also emphasizes that healthcare is becoming one of the fastest adopters of enterprise-grade AI, with agentic AI moving from pilots to revenue-generating deployments and delivering clear productivity gains, such as significant clinician time savings. Dramatically lower inference costs are triggering a step-change in ROI, enabling hospitals and labs to scale services without commensurate labor growth. In addition, Nvidia’s integrated simulation, robotics, and edge-compute stack is helping to automate laboratories, potentially boosting throughput and reducing costs by orders of magnitude. Finally, the $1B co-innovation partnership with Eli Lilly and the broader shift of pharma toward AI “factories” reinforce the view that Nvidia’s GPU infrastructure is becoming foundational to modern drug discovery, supporting durable demand and justifying a positive long-term outlook on the stock.
According to TipRanks, Sur is a top 100 analyst with an average return of 30.3% and a 68.16% success rate. Sur covers the Technology sector, focusing on stocks such as Marvell, Nvidia, and Advanced Micro Devices.
In another report released yesterday, KeyBanc also maintained a Buy rating on the stock with a $275.00 price target.