Nvidia has gone from market darling to problem child in a matter of months, with violent swings that have left even seasoned investors wondering if the stock’s AI halo has finally cracked. Yet while the chart looks damaged and sentiment has cooled, a growing cluster of Wall Street voices argues that the selloff has gone too far and that the fundamentals now justify treating Nvidia as a high‑conviction buy. I see a widening gap between the fear reflected in the share price and the confidence embedded in analyst models, and that disconnect is exactly what is drawing in the boldest buyers.
Why Nvidia’s chart looks broken while the business does not
On a price screen, Nvidia’s stock has the classic look of a busted momentum trade: a parabolic rise followed by a sharp reversal and choppy trading that has shaken out short‑term holders. Real‑time feeds such as NVDA show a stock that has given back a meaningful slice of its AI boom gains, inviting talk that the trade is “over.” Yet the underlying business metrics tell a different story. According to NVDA Key Statistics, the company is generating Revenue (TTM) of 187.14B and Net Income (TTM) of 99.20B, figures that would be extraordinary for any mega‑cap, let alone one still in hyper‑growth mode.
That disconnect between a bruised chart and booming income statement is what has many analysts leaning into the volatility rather than running from it. A detailed look at NVIDIA (NVDA) Analyst Ratings shows that Bulls highlight a 65.22% year‑over‑year increase in net metrics as a key reason they still see upside. Even value‑oriented investors on forums such as ROIC circles point to very high ROIC, strong and expanding free cash flow, and returns driven by profitability rather than leverage. In other words, the stock may trade like a broken story, but the financial engine still looks very much intact.
The analyst calling Nvidia a screaming buy
Against that backdrop, one of the most aggressive voices on Nvidia is the analyst who has built a detailed 2030 earnings model and then worked backward to today’s price. In that framework, His $352 price target is based on a 35x multiple on 2030 base‑case EPS of $14.74, discounted back to 2026, according to a Jan forecast that explicitly asks Is Nvidia a Good Buy Ri now. That kind of long‑dated earnings power is what underpins the “screaming buy” argument: if Nvidia can deliver even a conservative version of that EPS path, today’s multiple looks far less extreme than the headline P/E suggests.
Crucially, this bullish view is not an isolated outlier. A separate breakdown of NVDA Bear Case vs Bull Case scenarios notes that Wall Street remains highly optimistic, with a NVDA Bear Case – $200 Price Target from Phillip Securities’ four‑star analyst Yik Ban Chong, who still carries a Buy rating on NVDA with that Price Target of $200. When the downside case from a cautious analyst still implies upside from recent trading levels, it reinforces the idea that the market’s current anxiety may be overshooting the fundamental risk.
Wall Street’s consensus: still a Strong Buy despite the drama
Beyond individual voices, the broader analyst community remains firmly in Nvidia’s corner. A comprehensive Stock Forecast for NVIDIA notes that the 39 analysts that cover the stock have a consensus rating of Strong Buy in the Stock Price Forecast. Another survey of short‑term expectations finds that Based on short‑term price targets offered by 45 analysts, the average price target for Nvidia comes to $255.07, compared with a last closing price of $187.05, according to a Price Target snapshot. That implies a sizable expected gain even before factoring in the more aggressive long‑term models.
Individual firms are adjusting their numbers upward rather than retreating. Jefferies, for example, has raised its price target on Nvidia to $275 on an updated AI model, according to a Jefferies note that explicitly cites the $275 figure. Analysts at RBC just initiated coverage of Nvidia (NASDAQ: NVDA) with an outperform rating and a $240 price target, arguing that at a recent price of $193.63 it could retest $200, according to Analysts at RBC. Layer on top of that an Analyst Opinion on NVDA Stock that describes the shares as a Strong Buy with a mean target price well above spot levels, as detailed in an Analyst Opinion overview, and the message from the Street is clear: the consensus still sees Nvidia as mispriced on the low side.
AI demand, geopolitics and the H200 “drama”
Part of what makes Nvidia’s recent volatility so jarring is that it has unfolded against a backdrop of surging demand for its chips from governments and corporations racing to build AI infrastructure. When sovereign entities across the globe begin to rely on Nvidia’s technology as a foundational element of their AI ambitions, the company’s bargaining power and revenue visibility look very different from a typical cyclical semiconductor name, as one When analysis of the H200 situation makes clear. The same report frames the current H200 drama around export controls and shifting China policy as a source of headline risk, but not necessarily a structural break in Nvidia’s role at the center of global AI build‑outs.
That geopolitical noise has not stopped analysts from reiterating their positive stance. A separate look at how to play the stock amid the H200 headlines notes that Thus, analysts have attributed a rating of Strong Buy for the NVDA Stock, with a mean target price that still implies double‑digit upside, according to the Stock commentary. Earlier, a separate piece on China’s shifting stance toward Nvidia’s H200 chips framed the issue as a tactical challenge rather than a thesis‑breaking event for the company’s long‑term AI positioning, reinforcing why many on the Street see the pullback as an opportunity rather than a warning sign.
How investors are navigating the volatility
For investors trying to decide whether to follow the bullish analysts, the first step is understanding the range of credible scenarios. The NVDA Bear Case – $200 Price Target from Phillip Securities’ Yik Ban Chong, for instance, sets a conservative floor that still sits above recent lows, while the $352 target based on EPS of $14.74 offers a more optimistic ceiling, as laid out in the NVDA Bear Case vs Bull Case work. A separate consensus snapshot of NVIDIA (NVDA) Analyst Ratings highlights that Bulls are leaning on the 65.22% growth in key financial metrics to justify staying overweight, as summarized in the Analyst Ratings overview. Together, those data points sketch a risk‑reward profile that many professionals still find attractive, even if the ride is bumpier than it was during the early AI euphoria.
Retail investors are leaning heavily on modern tools to keep up with the fast‑moving story. Platforms such as Yahoo Finance and MarketWatch offer advanced stock screeners and financial metrics that help users track Nvidia’s valuation and earnings revisions in real time, as noted in a guide to Tools for US tech stocks. Stock screeners like Yahoo Finance and MarketWatch also provide up‑to‑the‑minute stock prices and financial indicators that let Australian investors monitor holdings in real‑time, according to a separate overview of Stock resources. Underpinning those feeds are data providers such as Google Finance, which emphasize that Price and Latest real‑time or near real‑time data can move minute by minute, a point echoed in a separate Price source check. For anyone considering Nvidia today, the message is clear: the stock may look broken on a chart, but the combination of robust fundamentals, aggressive analyst targets and structural AI demand is exactly why some of the most detailed models on Wall Street still label it a buy.
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