NVIDIA Corporation’s share price was at $191.52 on January 28th, with trailing and forward P/E ratios of 46.66 and 24.63 respectively. The company’s AI GPUs are sustaining analyst optimism due to a 15x surge in free cash flow per share since 2023, driven by AI scaling laws and expected revenue of $0.5 trillion from 2025 to 2026.

Management highlights that AI scaling laws are intact, driving improved intelligence and adoption which boosts profit growth. Companies like Microsoft, Palantir, and Meta are seeing significant improvements in top-line and bottom-line metrics due to rapid AI integration. Nvidia’s free cash flow per share continues rising despite significant CapEx, showcasing the value creation enabled by AI.

Investors are advised to consider companies effectively harnessing AI for sustained free cash flow growth and shareholder returns. Nvidia, with exponential compute demand, accelerating adoption, and profitability, presents a compelling long-term opportunity with significant upside potential. Another bullish thesis on NVDA from April 2025 emphasized the company’s AI leadership, Data Center dominance, and strong free cash flow, resulting in a 72.64% stock price increase. Antonio Linares echoes this sentiment, emphasizing de-risked valuation and long-term outperformance potential.

Read more at Yahoo Finance: NVIDIA Corporation (NVDA): A Bull Case Theory