How High Can Nvidia Stock Go as Jensen Huang Heads.jpeg
Jensen Huang image by Glen Photo via Shutterstock
NVIDIA (NVDA) shares returned to the news, this time mostly for enjoyable reasons. Last week, the company’s market value reached 4 trillion dollars as Microsoft (MSFT) and Apple (AAPL) exceeded this teacher. It was a dream gathering for NVDA.
What makes this work more impressive is that NVIDIA has achieved it despite the loss of billions of dollars in quarterly revenue in China, due to the United States’ restrictions on high -end artificial intelligence chips to the country.
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Meanwhile, Nvidia Jensen Huang CEO is heading to China, and is scheduled to hold a media conference on Wednesday, July 16. A letter from the two parties asked American Senate members at the same time from NVIDIA CEO “refrain from meeting with representatives of any companies working with the PRC Military or Intelligence Corporation, or are called in the list of entities, or are suspected of participating in activities that undermine export controls.”
China was once the second largest market in NVIDIA, and while inviting the profits of the first quarter of 2026 in May, financial director Colette Chris said, “The loss of access to the AI’s AI machine market, which we believe will grow to nearly $ 50 billion, will have a negative negative impact on our business to move forward in moving forward in foreign competitors in China and the global apparatus.”
China’s business stopped at NVIDIA, and at the GTC Paris Financial Q&A event last month, Huang emphasized that the company assumes zero revenues of China Ai Chip sales currently and also called on the analyst’s community to do this in its models. Huang hinted at the controls of the export of chips as it is a pioneer in bargaining in the United States of Chinese commercial conversations with any bullish trend of this possibility as a “reward”.
Huang said that Chinese competitors are behind NVIDIA a few years, and that NVDA’s AI chips have approximately 5 times the efficiency of Huawei. He said, he said, China can benefit from low energy prices compared to the United States, use more local chips and increase the number of data centers that it adopts.
Huang has built a state to allow the export of artificial intelligence chips to China and several times that the export ban does not help, and if anything, it simply provokes innovation in China.
Meanwhile, the AI Rally got new legs of the recruitment and acquisition in Silicon Valley. For example, Meta (Meta) platforms acquired 49 % in Scale AI and also obtain AI AI. Alphabet (Goog) has also announced a $ 2.4 billion deal with Windsurf coding to start operating, which is more than a talent requirement campaign and will witness the executive of the CEO and other major executives. Apple is also rumored that it is considering getting the start of the start of artificial intelligence.
With the absence of excessive excessive signs of slowing Capex from artificial intelligence, NVIDIA’s cash records can continue to resonate in the medium term. It is worth noting that the demand for reasoning is Amnesty International may increase significantly and any slowdown in the demand for training forms must be compensated. There are also early encouraging signs of artificial intelligence liquefy with Openai and access to Anthropor that reach annual revenues of $ 10 billion and $ 3 billion, respectively. For the context, the annual anthropier revenues have multiplied three times in five months, while the scale doubled in Obay in six months.
The sovereign artificial intelligence is another NVIDIA growth driver, given the increasing importance of Amnesty International, the main countries want to get more technology control. Huang was wandering around the world for some reason and was putting sovereign artificial intelligence on his trips to the Middle East and the European Union this year.
There can be another NVIDIA operator as a possible reduction in China’s export restrictions, or that the company is reaching a new segment that can be exported under the current group of bases. Although HUANG quotes, this is a “reward”, it will be a beautiful fat, and helps add other billions to the prospect’s revenues and profits.
Loop Capital has a high target on the street $ 250 on NVIDIA, which means an increase of more than 50 % of these levels. By the way, the market ceiling in NVIDIA will rise more than 6 trillion dollars if it will reach the price of $ 250.
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The growth engine in NVIDIA is not expected to slow down soon, and analysts design an increase of 53.2 % on an annual basis in revenue in the current fiscal year. While revenues are expected to increase by 25.7 % in the coming fiscal year, they are still higher than analysts expect from 7 wonderful peers. Moreover, the resumption of China’s business may mean that NVIDIA ends much larger than current estimates.
From the evaluation perspective, NVIDIA is trading in a number of norms forward (P/E) doubling approximately 41X, which is the second higher among the great peers of 7 after Tesla (TSLA). However, it contains a double P/E-To-Growth (PEG) from 1.45X after the alphabet, which is 1.26X.
NVIDIA’s assessments do not seem expensive, even if they are not delicious. I still think NVDA has momentum with it, and any positive update on China Chip can help increase stocks. The price level of $ 200 does not seem very required on NVIDIA if the company can obtain concessions for chips exports to China.
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On the date of publication, Mohit Oberoi had a site in: NVDA, TSLA, AAPL, MSFT, Googg, Meta. All information and data in this article are only for media purposes. This article was originally published on Barchart.com
