Key Stats for Nvidia Stock
- 1- Year Price Change for Nvidia stock: 39%
- $NVDA Share Price as of Jan. 16: $186
- 52-Week High: $212
- $NVDA Share Price Target: $253
Now Live: Discover how much upside your favorite stocks could have using TIKR’s new Valuation Model (It’s free)>>>
What Happened?
NVIDIA (NVDA) stock fell marginally on Friday, even as Jefferies raised its price target to $275 from $250 while maintaining a Buy rating. The new target suggests roughly 47% upside from current levels.
Analyst Blayne Curtis pointed to Nvidia’s extended product roadmap through 2028 as a key reason for the upgrade.
He highlighted the company’s Blackwell and Rubin chip platforms as major growth drivers that should strengthen Nvidia’s competitive position.
The upgrade comes as Nvidia continues to dominate the AI chip market.
- Nvidia reported 62% year-over-year revenue growth in Q3, reaching $57 billion.
- Despite this massive growth, Jefferies believes Nvidia stock remains attractively valued with a forward P/E ratio of 46.58 and a price-to-earnings growth (PEG) ratio of just 0.77.
CFO Colette Kress emphasized the company’s strong position during a recent conference, stating:
“We’re very pleased with the work that the team did in terms of really fine-tuning both our cycle times, our yields, our costs, all of that to move to — into the mid-70s. We think that’s a very great number if you think about what we’ve accomplished in over a very short period of time.”
Nvidia recently announced a major partnership with Eli Lilly worth up to $1 billion over five years to build an AI innovation lab in San Francisco.
This collaboration aims to accelerate drug discovery using AI models, showcasing how Nvidia’s technology is expanding beyond traditional tech applications into healthcare and life sciences.
JPMorgan highlighted this trend, noting that “NVIDIA’s GPU infrastructure is becoming pivotal to modern drug discovery and is supporting durable demand.” The firm sees this as a positive factor for Nvidia’s long-term outlook.
See analysts’ growth forecasts and price targets for Nvidia stock (It’s free!) >>>
What the Market Is Telling Us About Nvidia Stock
The recent price action shows resilience despite some headwinds. Nvidia stock dipped to the low-$180s around January 14 before rebounding sharply.
However, there are concerns worth monitoring.
- China-related revenue fell 45% as Chinese companies develop alternative AI chip solutions to reduce dependence on Nvidia.
- The US also recently eased export rules for H200 chips to China while warning that a 25% tariff on certain advanced semiconductors could create challenges.
Despite these issues, Jefferies maintains that Nvidia will remain the dominant supplier of acceleration solutions for data centers. The firm expects the company’s gaming total addressable market to grow at a double-digit compound annual rate as well.
Multiple analysts share this optimism. Wells Fargo reiterated a Buy rating with a $265 price target the same week.
JPMorgan also maintained its Buy rating, emphasizing that Nvidia’s robotics and edge-compute capabilities are enabling laboratory automation in healthcare, potentially cutting costs dramatically while boosting throughput.
Kress addressed concerns about competition and margins during the UBS conference, noting:
We’re very excited in terms of our Grace Blackwell configurations that we put in the market. That’s both the 200 series as well as the Ultra Series and the 300. Today, you’re going to continue to see more and more models coming into the world.”
She emphasized that Nvidia’s full-stack approach—combining hardware, software, and CUDA—creates a platform advantage that fixed-function ASICs can’t match. This integrated ecosystem keeps customers on Nvidia’s platform for both training and inference workloads.
Looking ahead, investors will be watching Nvidia’s next earnings report for updates on China-related chip exports and hyperscaler demand.
With the company guiding toward $500 billion in Blackwell and Vera Rubin shipments by the end of next year, Nvidia stock could have significant room to run if execution remains strong.
Estimate a company’s fair value instantly (Free with TIKR) >>>
How Much Upside Does Nvidia Stock Have From Here?
With TIKR’s new Valuation Model tool, you can estimate a stock’s potential share price in under a minute.
All it takes is three simple inputs:
- Revenue Growth
- Operating Margins
- Exit P/E Multiple
If you’re not sure what to enter, TIKR automatically fills in each input using analysts’ consensus estimates, giving you a quick, reliable starting point.
From there, TIKR calculates the potential share price and total returns under Bull, Base, and Bear scenarios so you can quickly see whether a stock looks undervalued or overvalued.
See a stock’s true value in under 60 seconds (Free with TIKR) >>>
Looking for New Opportunities?
- See what stocks billionaire investors are buying so you can follow the smart money.
- Analyze stocks in as little as 5 minutes with TIKR’s all-in-one, easy-to-use platform.
- The more rocks you overturn… the more opportunities you’ll uncover. Search 100K+ global stocks, global top investor holdings, and more with TIKR.
Disclaimer:
Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!
