Nvidia CEO calls Trump re-industrialisation policies 'visionary'
Written by Emily J. Thompson, Senior Investment Analyst
Updated: May 24 2025
0mins
Should l Buy NVDA?
Source: Reuters
Nvidia's Partnership in Sweden: Nvidia CEO Jensen Huang announced a partnership with Swedish companies, including Ericsson and AstraZeneca, to develop AI infrastructure, praising President Trump's efforts to enhance U.S. technology leadership.
Impact of Tariffs and Manufacturing Policies: Huang highlighted the potential benefits of U.S. manufacturing policies aimed at securing supply chains, while also acknowledging concerns from businesses and economists about tariffs possibly leading to economic downturns.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
Current: 185.410
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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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- Price Projection: Nvidia's current stock price is around $175, and to reach $300 by year-end, it would need to rise over 70%, a target that appears realistic given the company's growth potential and market conditions.
- Surge in Capital Expenditure: Meta Platforms reported $72.2 billion in capital expenditures for 2025, with expectations to increase this to between $115 billion and $135 billion in 2026, while Alphabet plans to spend $175 billion to $185 billion in 2026, driving significant demand for Nvidia GPUs and enhancing its market position.
- Earnings Expectations: With Nvidia's current price-to-earnings ratio at 40, achieving a stock price of $300 requires at least $7.50 in earnings per share, and analysts project $7.66 for FY 2027, providing strong support for the stock's upward trajectory.
- Market Opportunities: As investments in data centers continue to rise, Nvidia stands to benefit from this trend, particularly in 2026, where it is expected to experience dual earnings growth, further solidifying its leadership in the AI sector.
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- Intensifying Market Competition: Despite Montage's successful listing, competition is heating up, with Huawei and its chip unit HiSilicon holding a leading share of the domestic market, suggesting that the push for self-sufficiency will lead to fiercer rivalry within the industry.
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- Surge in Capital Expenditure: Meta Platforms reported $72.2 billion in capital expenditures for 2025, with expectations to increase this to between $115 billion and $135 billion in 2026, while Alphabet plans to spend $175 billion to $185 billion in 2026, driving significant demand for Nvidia GPUs and enhancing its market position.
- Earnings Expectations: With Nvidia's current price-to-earnings ratio at 40, achieving a stock price of $300 requires at least $7.50 in earnings per share, and analysts project $7.66 for FY 2027, providing strong support for the stock's upward trajectory.
- Market Opportunities: As investments in data centers continue to rise, Nvidia stands to benefit from this trend, particularly in 2026, where it is expected to experience dual earnings growth, further solidifying its leadership in the AI sector.
See More
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- Strong Debut Performance: Montage Technology's shares surged approximately 60% on their Hong Kong debut, climbing from the offering price of HK$106.89 to HK$171, indicating robust market demand for its high-performance semiconductors and reinforcing its position in the cloud computing and AI sectors.
- Significant Fundraising: The IPO raised $902 million, reflecting strong investor interest in Chinese AI and semiconductor firms, particularly as the public tranche was oversubscribed by more than 700 times and the international offering was nearly 38 times covered.
- Intensifying Market Competition: Despite Montage's successful listing, competition is heating up, with Huawei and its chip unit HiSilicon holding a leading share of the domestic market, suggesting that the push for self-sufficiency will lead to fiercer rivalry within the industry.
- Evolving Policy Landscape: As the Chinese government intensifies efforts for self-sufficiency in advanced chips, the recent approval for Nvidia's H200 imports under specific conditions highlights the uncertainty in policy that could impact market dynamics.
See More
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- Massive Funding Round: Databricks has successfully raised $7 billion, achieving a valuation of $134 billion, which not only reflects market confidence in its future growth but also solidifies the groundwork for its upcoming IPO.
- AI-Driven Database Development: Currently, 80% of the databases on the Databricks platform are built by AI agents, indicating a rapid adoption of AI in software development, particularly among large enterprises, which could reshape the competitive landscape of the industry.
- Extensive Customer Base: Databricks now boasts over 20,000 customers across various sectors, demonstrating strong market demand for its products and providing robust support for the company's future growth.
- Significant Industry Impact: As AI agents increasingly play a role in software construction, CEO Ali Ghodsi emphasizes that this will have profound implications for the entire software industry, prompting companies to rethink how AI can transform traditional development models.
See More
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- Market Timing: Quantum computing stocks have seen a significant sell-off in recent months, making this a prime opportunity for investors to enter the market and avoid future bubble risks, thereby achieving more stable returns.
- Alphabet's Advantage: With a market cap of $3.9 trillion, Alphabet has made substantial progress in quantum computing through its resources and the Willow chip, showcasing its dual investment potential in both quantum computing and generative AI, positioning it as a cornerstone for investment portfolios.
- Nvidia's Strategic Positioning: Nvidia's launch of the NVQLink technology allows quantum computers to seamlessly integrate with traditional computing networks, ensuring its relevance in the market even after quantum computing becomes mainstream, with a market cap of $4.5 trillion highlighting its critical role in AI infrastructure.
- IonQ's Competitive Edge: IonQ's trapped-ion technology provides quantum computers with over ten times the accuracy of its nearest competitor, making it a noteworthy investment despite its funding challenges, as its leading position in quantum computing warrants attention from investors.
See More
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- Strong January Performance: The VanEck Semiconductor ETF surged 12% in January, significantly outperforming the S&P 500's 1.5% increase, indicating a robust recovery in the semiconductor sector and heightened investor confidence.
- Key Holdings Contribution: Among the ETF's top ten holdings, Micron Technology led with a 45.4% stock price increase in January, primarily driven by strong demand for memory chips, which boosted the overall ETF performance.
- Strong Earnings Expectations: Nvidia, the ETF's largest holding at 18.3%, is set to report earnings on February 25, with management guiding for quarterly revenue of $65 billion, a 65% year-over-year growth, which could serve as a significant catalyst for future ETF performance.
- Exceptional Long-Term Returns: As of February 6, the VanEck Semiconductor ETF has delivered a 62.2% return over the past year, quadrupling the S&P 500's 15.4% return, underscoring its investment value in the AI and semiconductor sectors.
See More
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- Significant Revenue Growth: CoreWeave's revenue skyrocketed from $16 million in 2022 to $1.9 billion in 2024, with projections of reaching $5.1 billion in 2025, showcasing its strong growth potential in the AI market.
- Data Center Expansion: The company expanded from three data centers at the end of 2022 to 33, leveraging dedicated GPUs to process AI tasks 35 times faster and 80% cheaper than larger cloud platforms, significantly enhancing its competitive edge.
- Capital Strategy: CoreWeave secured additional financing by leveraging GPUs as collateral and invested $100 million in Nvidia's H100 data center GPUs in 2022, further driving its infrastructure expansion.
- Optimistic Future Outlook: Despite risks from a 70% revenue dependency on Microsoft and potential debt increases, analysts expect its market cap to double to $98 billion by 2027, reflecting confidence in its long-term growth trajectory.
See More
