Positive.

From Yahoo Finance: 2025-04-25 03:15:00

Chip export restrictions have weighed down Nvidia shares, but analyst Vivek Arya believes it’s a buy at current levels. With a price target of $150, implying 44% upside, Nvidia recently disclosed a $5.5 billion hit due to U.S. licensing requirements, impacting revenue. Despite short-term challenges, long-term growth opportunities remain strong.

Export restrictions on AI chips may cause a revenue and earnings shortfall for Nvidia in the near term. However, the recent stock dip, resulting in a significant market cap loss, accounts for the revenue impact. Nvidia’s revenue from Blackwell AI computing platform sales is expected to continue growing, driven by demand from tech giants.

Analysts expect Nvidia’s margins to improve in the second half of the year as they ramp up production of Blackwell and prepare for Blackwell Ultra. Despite economic uncertainty, revenue and earnings for Nvidia are projected to grow over 50% this year. The stock is trading at just 22 times forward earnings estimates.

Nvidia’s dominant position as a leading AI chip supplier offers long-term upside despite short-term risks. The company has a track record of success, with significant gains for investors who got in early. Analysts are bullish on Nvidia’s growth prospects and believe it’s a solid buy opportunity for investors looking for long-term growth potential.

Read more: 1 Wall Street Analyst Thinks Nvidia Stock Is Going to $150. Is It a Buy?