Nvidia Reports 60% Adjusted Earnings Growth in Q3
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 04 2026
0mins
Should l Buy META?
Source: NASDAQ.COM
- Significant Earnings Growth: Nvidia's adjusted earnings surged 60% in Q3, reflecting its robust performance in AI infrastructure, with projected annual growth of 67% through FY 2027, further solidifying its market leadership.
- Attractive Valuation: With a current P/E ratio of 46, Nvidia's median target price among 69 analysts is $250 per share, indicating a 32% upside from its current price of $189, making it appealing for long-term investors.
- Competitive Advantage: Nvidia's vertically integrated business model, combining GPUs, CPUs, and networking platforms, creates a strong economic moat, as its systems often have a lower total cost of ownership compared to cheaper custom AI accelerators from competitors like Broadcom.
- Industry Influence: Analysts note that Nvidia's dominance in the AI sector is likely to persist, as tech giants may seek alternatives, but such efforts will at best only chip away at its market share without fully replacing its technological advantages.
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Analyst Views on META
Wall Street analysts forecast META stock price to rise
44 Analyst Rating
37 Buy
6 Hold
1 Sell
Strong Buy
Current: 649.810
Low
655.15
Averages
824.71
High
1117
Current: 649.810
Low
655.15
Averages
824.71
High
1117
About META
Meta Platforms, Inc. is building human connections, powered by artificial intelligence and immersive technologies. The Company's products enable people to connect and share with friends and family through mobile devices, personal computers, virtual reality (VR) and mixed reality (MR) headsets, augmented reality (AR), and wearables. It also helps people discover and learn about what is going on in the world around them, enabling people to share their experiences, ideas, photos, videos, and other content with audiences ranging from their closest family members and friends to the public at large. The Company's segments include Family of Apps (FoA) and Reality Labs (RL). FoA segment includes Facebook, Instagram, Messenger, WhatsApp and Threads. RL segment includes its virtual, augmented, and mixed reality related consumer hardware, software and content. Its product offerings in VR include its Meta Quest devices, as well as software and content available through the Meta Horizon Store.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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