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Nvidia (NVDA) continues to lead the AI market, and the stock has shown strong momentum. The company has investors watching closely as it prepares to present its highly anticipated “Quantum Day” on March 20 during its GTC 2025 conference. The conference will likely discuss breakthroughs in quantum computing, an industry that has the capability to revolutionize AI, cryptography, and scientific simulations.
On top of that, Nvidia’s results for the fourth quarter of its fiscal 2025 saw it beat Wall Street expectations, solidifying further its lead in AI computing. Its Data Center segment currently constitutes about 88% of revenue, a measure of the speed of AI takeup. With growing partnerships with cloud providers like Amazon (AMZN), Google (GOOG), and Microsoft (MSFT), Nvidia continues to be the lead player in the AI-powered computing revolution.
About Nvidia Stock
Nvidia (NVDA) is a global leader in accelerated computing and AI-related solutions, offering GPUs, data center hardware, and software. The company has headquarters based in Santa Clara, California, and has a market capitalization of approximately $2.83 trillion, ranking it amongst the world’s top semiconductor companies.
Shares in Nvidia are up 36.5% over the last 52 weeks, easily surpassing the 15% gain in the S&P 500 Index ($SPX). NVDA stock has fluctuated from a low of $75.61 to a high of $153.13 during this period, displaying higher volatility and strong investor demand for shares related to AI.
The valuation of Nvidia remains elevated, with a forward price-earnings ratio of 27.55x. Its 21.33x price-sales ratio and 37.3x price-cash flow ratio are evidence of strong investor optimism about future growth. Compared to the industry averages, the ratios prove that Nvidia is trading at a premium based on its market leadership and continued growth in AI computing.
Nvidia Beats on Earnings
Nvidia posted Q4 FY25 EPS of $0.85, beating the street's projection of $0.79. The company’s fourth-quarter revenue came in at $39.3 billion, a 12% sequential gain and 78% greater than last year’s corresponding quarter.
Management provided strong Q1 FY26 guidance for revenue of $43 billion. The majority of the growth comes Nvidia’s data center segment, which drove $35.6 billion in revenue in Q4. AI computing, cloud computing, and Blackwell AI supercomputer demand remain strong, further establishing the outlook.
Nvidia is strategically positioning itself in AI infrastructure through collaborations with AWS, Microsoft Azure, and Google Cloud to enable AI cloud computing further. The company has also released the new GeForce RTX 50 Series GPUs to augment its gaming and AI-powered PC applications.
Investors will be eager to listen to Nvidia’s Quantum Day on March 20, where the company says it will release its latest quantum computing achievements, discuss what quantum computing technology can enable, and discuss how its partners are using quantum computing. This could possibly be a stock-moving event.
What Do Analysts Expect for Nvidia Stock?
Nvidia enjoys a “Strong Buy” consensus rating. The stock has 44 analysts following it, with an average ranking score of 4.77 out of 5.
The mean price target for Nvidia stock is $178.07, implying 50% upside from where the stock is currently trading. The highest price target that analysts are projecting is $220, and the lowest is $135.
