--- title: "Top Analyst Calls Nvidia Stock (NVDA) a Top Data Center Pick, Reiterates Buy" type: "News" locale: "en" url: "https://longbridge.com/en/news/272084450.md" description: "Piper Sandler maintains a bullish stance on Nvidia (NVDA), naming it a top data center pick for 2026. Analyst Harsh Kumar cites Nvidia's leadership in AI infrastructure, strong demand for data center products, and a price target of $225, suggesting over 21% upside. Kumar highlights Nvidia's 65.22% revenue growth and reasonable valuation at 24.5 times expected earnings. He is optimistic about the upcoming Vera Rubin rack, expected to enhance performance and revenue in late 2026. NVDA holds a Strong Buy consensus rating with a 43% upside potential from its current price of $264.14." datetime: "2026-01-09T13:33:06.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/272084450.md) - [en](https://longbridge.com/en/news/272084450.md) - [zh-HK](https://longbridge.com/zh-HK/news/272084450.md) --- # Top Analyst Calls Nvidia Stock (NVDA) a Top Data Center Pick, Reiterates Buy Piper Sandler is standing by its bullish view on Nvidia (NVDA), reiterating the stock as its top pick in the data center space for 2026. Piper's top-rated analyst, Harsh Kumar, points to Nvidia's continued leadership in AI infrastructure, strong demand for its data center products, and long-term growth visibility as key reasons for his confidence. Kumar's price target of $225 on NVDA implies an upside of over 21%. ### Claim 70% Off TipRanks Premium - Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions - Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential Kumar is a five-star analyst on TipRanks, ranking #9 out of more than 10,000 analysts tracked. He has a 72% success rate and an average return per rating of 35%. ## **Piper Sandler Stays Bullish on Nvidia** Kumar said his positive view is driven by Nvidia's continued technology lead, expanding partnerships, and strong software platform. These advantages helped the company deliver 65.22% revenue growth over the past year, strengthening its position in the chip industry. He also pointed to Nvidia's valuation, noting the stock trades at about 24.5 times expected earnings over the next 12 months, which he sees as reasonable and supportive of his bullish outlook. Additionally, Kumar is especially optimistic about Nvidia's upcoming Vera Rubin rack. He expects Vera Rubin to deliver strong performance gains and begin contributing to revenue in the second half of 2026. For context, Nvidia offered a clearer view of its Vera Rubin computing platform for AI data centers at CES 2026. Unlike a single chip, Vera Rubin is a full AI system made up of six chips that operate together as one powerful computer, marking Nvidia's most advanced platform to date and reflecting strong demand from major customers. The company said Vera Rubin is already in production, with the first systems expected to ship in the second half of 2026. ## **Is NVDA a Good Stock to Buy Now?** According to TipRanks, NVDA stock has a Strong Buy consensus rating based on 39 Buys, one Hold, and one Sell assigned in the last three months. At $264.14, Nvidia's average share price target implies a 43% upside potential. ### Related Stocks - [NVDA.US](https://longbridge.com/en/quote/NVDA.US.md) - [NVDL.US](https://longbridge.com/en/quote/NVDL.US.md) - [07788.HK](https://longbridge.com/en/quote/07788.HK.md) - [07388.HK](https://longbridge.com/en/quote/07388.HK.md) - [NVDY.US](https://longbridge.com/en/quote/NVDY.US.md) - [NVDD.US](https://longbridge.com/en/quote/NVDD.US.md) - [NVDX.US](https://longbridge.com/en/quote/NVDX.US.md) - [NVDQ.US](https://longbridge.com/en/quote/NVDQ.US.md) - [SOXL.US](https://longbridge.com/en/quote/SOXL.US.md) ## Related News & Research - [Nvidia or Palantir: Top Investor Says Only One AI Stock Is a Strong Buy](https://longbridge.com/en/news/289524885.md) - [Nvidia or AMD: Top Investor Says Only One AI Stock Is Worth Buying](https://longbridge.com/en/news/289369149.md) - [NAVER Expands AI Infrastructure With NVIDIA to Serve Surging Global AI Demand](https://longbridge.com/en/news/288974522.md) - [Jensen Huang Personally Reviews Pay For All 42,000 Nvidia Employees — Here's What He Does '100% Of The Time'](https://longbridge.com/en/news/288938049.md) - [Amid an Ugly Tech Selloff, Nvidia Director Mark Stevens Ditched 1 Million Shares](https://longbridge.com/en/news/289358616.md)