Nvidia: Blackwell Cements AI Dominance, Strong Buy (Rating Upgrade)

(11min)

Summary

  • Nvidia Corporation's earnings show impressive growth, but stock price declined due to export controls and tariff pressures, not company performance.
  • Blackwell architecture boosts AI inference efficiency, ensuring Nvidia's strong position in the AI market despite competition.
  • Sales to China remain significant but are expected to decline due to export controls; Nvidia aims to offset this with other investments.
  • Nvidia's FY26 guidance shows strong sales and margin expectations; NVDA stock has significant upside with a base case price target of $161.78.
  • Looking for a helping hand in the market? Members of The Aerospace Forum get exclusive ideas and guidance to navigate any climate. Learn More »
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Oselote

NVIDIA Corporation (NASDAQ:NVDA) posted its full-year earnings on the 26th of February. The results, which showed annual growth rates slowing, could not provide a positive direction to the stock price. I believe there is a lot to be positive

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This article was written by

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Dhierin-Perkash Bechai is an aerospace, defense and airline analyst.

Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more.

Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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