From Yahoo Finance: 2025-06-18 12:58:00

Despite market volatility and geopolitical concerns, Bernstein analysts are bullish on Nvidia (NVDA), citing an “enormous” opportunity in the AI revolution. Nvidia’s Blackwell GPUs are in high demand, with a target price of $185, well above the current $145 price. Supply-demand imbalances are expected to continue through 2025.

Nvidia controls over 90% of the GPU market, supplying tech giants like Microsoft, Google, Meta, and Tesla. The company is addressing the global labor shortage crisis through a partnership with Hexagon to develop AEON, an advanced humanoid robot for industrial use. AEON utilizes Nvidia’s robotics ecosystem for training and testing.

AEON’s development benefits from Nvidia’s integrated approach, allowing the robot to master core locomotion skills in weeks. The humanoid robot addresses industry needs like reality capture, manipulation tasks, part inspection, and complex industrial operations. Nvidia’s work in humanoid robotics complements its exposure to data centers, autonomous vehicles, gaming, and more.

Nvidia’s valuation has reset to decade-long lows after a 2025 pullback, trading at 33.6x forward earnings, below the 5-year average of 49.2x. Bernstein maintains an “Outperform” rating, highlighting the continued growth potential in the AI industry and Nvidia’s technological leadership. Analysts recommend a majority of “Strong Buy” ratings for NVDA stock.



Read more at Yahoo Finance: There’s Still an ‘Enormous’ Reason to Buy Nvidia Stock in 2025