NVIDIA Stock Analysis 2026: Is NVDA Still a Buy?

Deep analysis of NVIDIA stock in 2026. Revenue projections, Blackwell impact, competition, and price targets from AI analysis.

🤖 AI Analyst4 stocks analyzed⏱ 13 min read📅 2026-02-04

NVIDIA in 2026: The AI Infrastructure King

**Market Cap:** $3.5 Trillion

**P/E Ratio:** 35x forward

**Revenue Growth:** 45% YoY

**Data Center Revenue:** $150B+ annually

1.Blackwell Ultra demand exceeds supply — Every hyperscaler is ordering maximum allocation

2.Sovereign AI spending — Governments building national AI infrastructure

3.Enterprise AI adoption — Still early innings for corporate AI deployment

4.Software moat — CUDA ecosystem has 20 years of developer lock-in

5.Robotics/Autonomous driving — New TAM opening with Omniverse + DRIVE platforms

1.Custom chips (ASICs) — Google TPU v6, Amazon Trainium, Meta MTIA reducing NVIDIA dependency

2.AMD competition — MI400 gaining share in inference workloads

3.Capex cycle peak — Hyperscaler spending may plateau

4.China restrictions — Export controls limiting $20B+ revenue opportunity

5.Valuation compression — 35x P/E may not hold if growth decelerates

**Rating: BUY** with a 12-month price target of $175

NVIDIA's competitive moat in AI training is deeper than the market appreciates

Software (CUDA, TensorRT, Triton) creates switching costs that protect hardware margins

Even if ASIC adoption grows, the total AI compute market is expanding faster

Support: $130 (50-day MA)

Resistance: $165 (previous high)

RSI: 58 (neutral)

MACD: Bullish crossover forming

⚠️ This information does not constitute investment advice. Investment decisions should be made at your own judgment.

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