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Nvidia’s AI Powerhouse Rally Ignites Fresh Wall Street Hype

Nvidia’s AI Powerhouse Rally Ignites Fresh Wall Street Hype

Nvidia ( (NVDA) ) has risen by 7.40%. Read on to learn why.

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Nvidia shares ended the week up 7.40%, as investors doubled down on the chipmaker’s central role in the artificial intelligence boom despite growing debate over valuations. The stock, now trading around $177, has already surged roughly 74% over the past year, and Wall Street’s views are increasingly split, with price targets spread widely even as demand for AI hardware continues to accelerate.

On the bullish side, top analysts are calling for substantial further gains. Ben Reitzes of Melius Research sees room for Nvidia to more than double from current levels, anchored in a massive data center opportunity driven by its Blackwell and upcoming Rubin AI chips. He estimates that Nvidia could generate around $835 billion in data center revenue over the next eight quarters, far above current Street expectations, as spending on both AI training and inference systems stays robust.

Even the more cautious voices still project upside, helping support this week’s move higher. DBS analyst Fang Boon Foo, a highly rated tech specialist, lifted his target from $180 to $220 and reiterated a Buy rating, arguing that Nvidia’s AI-led growth cycle is intact and that demand for its Hopper and Blackwell chips is likely to exceed supply well into FY2026. With the data center segment seen as the main growth engine and Wall Street maintaining a Strong Buy consensus and an average 12‑month target of $273.57, Nvidia’s rally reflects confidence that the company will remain at the heart of AI infrastructure — though lofty expectations leave little room for disappointment in upcoming earnings.

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