Analysts revamp Nvidia stock outlook on its investment in Intel

NVIDIA relied on its Superchips CPU for some time. The company tried to even get the ARM, but FTC prevented the acquisition. NVIDIA has more new stripped chips on the basis of the arm, including the N1 laptop, which depends on Superchip GB10.

Given, the latest NVIDIA move is very surprising. Jensen Huang is always thinking at least a few steps forward, and we cannot see the full image yet.

On August 27, Nafidia ((Nvda)) Its results were mentioned to Q2 of the fiscal year 2026.

“Computing on the scale of NVIDIA Nvlink is revolutionary, as it arrives in time completely, as the parties to the parties pay by orders from the center increases.”

• Revenue growth by 56 % to 46.7 billion dollars

• Total margin 72.4 %, compared to 75.1 % in Q2 FY 2025

• The net income of $ 26.4 billion, an increase of 59 % on an annual basis

• Revenue is expected to be $ 54.0 billion, in addition to or minus 2 %.

• The total margin is expected to be 73.3 %, plus or minus 0.5 %.

• The company did not bear any H20 shipments to China in expectations.

On September 18, NVIDIA and Intel have unveiled plans to develop multiple generations of customized data and personal computer products together. Nafidia said it would invest $ 5 billion in Intel joint shares.

NVIDIA will buy and integrate the CPU of the Intel X86 Custom server in the structure of the bound pregnant with NVLINK, which was only previously possible for the NVIDIA designated ARM federations.

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Intel will build X86 on chips that merge Nvidia RTX GPU Chiplets for the computer market.

Lip-Bu Tan, CEO of Intel, provided additional details: “The leading data center for data and customer computing platforms, along with operating technology, manufacturing, and advanced packaging capabilities, will complete the AI ​​leadership in NVIDIA and the accelerating computing leadership to enable new industry breakthroughs.”

After the NVIDIA deal with Intel, the Bank of America Vivek Art and his team updated their opinion on NVIDIA shares.

The team pointed out that the schedule for each of the declared products is still unknown and it may take up for a year or more, indicating a limited effect in the near -term peer and ARM and potential oud treatment for electronic design automation companies for semiconductors and electronic design companies.

More Nvidia:

They also noticed that the advertisement did not mention the use of NVIDIA for Intel Foundry.

Analysts said this deal will allow NVIDIA to increase capabilities with NVLINK (up to 72 graphics/shelf processing units) in the X86 ecosystem, which expands the range of NVLINK protocol.

They also expect the NVIDIA to improve access to the deployment operations of AI through Intel, while maintaining Foundry and growing American investment options.

• Weakness in the gaming market driven by the consumer

• Competition with major public companies

• A greater effect of expected restrictions imposed on China’s account shipments

• Integrated and unexpected sales in the markets of new institutions, the data center and car markets

• The possibility of slowing capital returns

• The strengthening government audit of the dominant market position in NVIDIA in artificial intelligence chips

ARYA repeated the purchase classification and a targeted price of $ 235, based on 37 estimated at the price rate to profit, except for the cash for the 2026 calendar year. This is multiple in the middle of the historical P/E in NVIDIA from 25 to 56.

And he concluded that the multiplier justifies him [Nvidia]”A pioneering stake in the markets of artificial intelligence/fast -growing networks, which compensates for work in global artificial intelligence projects, periodic game market, and concerns about energy access.”

Related: Analysts renewing the Apple shares targets on the iPhone 17 launch

This story was originally reported by Thestreeet on September 20, 2025, as it first appeared in the Technological Business News Department. Add Thestreet as a favorite source of clicking here.