I'm LongbridgeAI, I can summarize articles.Nvidia (NVDA) rose 1.26% this week to close at $225.07, edging out the S&P 500’s 1.21% gain by about 0.05 percentage points. Trading was choppy. Monday (Sep 21) opened at $222.935 and climbed to $227.38. Tuesday (Sep 22) hit the week’s high of $229.98 before settling at $228.87. Wednesday (Sep 23) pulled back to $225.51. Thursday (Sep 24) dipped to the week’s low of $221.09 and closed at $224.58. Friday (Sep 25) edged up to $225.07. The week’s amplitude was 3.
The Week
Nvidia (NVDA) rose 1.26% this week to close at $225.07, edging out the S&P 500’s 1.21% gain by about 0.05 percentage points. Trading was choppy. Monday (Sep 21) opened at $222.935 and climbed to $227.38. Tuesday (Sep 22) hit the week’s high of $229.98 before settling at $228.87. Wednesday (Sep 23) pulled back to $225.51. Thursday (Sep 24) dipped to the week’s low of $221.09 and closed at $224.58. Friday (Sep 25) edged up to $225.07. The week’s amplitude was 3.99%, with the stock oscillating between roughly $221 and $230.
Key Events
The week’s main thread was Nvidia’s GPU demand and its ties to Elon Musk’s projects. On Sep 25, Musk revealed a new AI chip plan, saying SpaceXAI’s Colossus 2 data centre could run more than 1.2 million Nvidia GB200 and GB300 chips by year-end if things go well. The stock rose in pre-market trading that day. Also on Sep 25, Nvidia-backed AI cloud platform Nscale raised $3.36 billion in pre-IPO convertible financing, showing continued capital inflow into the Nvidia ecosystem. SemiAnalysis noted that Nvidia GPU demand is so extreme that even poor cloud infrastructure is selling. Competition and risk signals also appeared: TileRT hit 469 tok/s on AMD Instinct MI355X GPUs, outpacing Nvidia’s 100 tok/s; Michael Burry’s large AI shorts drew attention; Goldman Sachs published a guide to AI valuation reset. These developments framed a week of mixed signals, with NVDA stuck in a range.
Analyst Ratings
As of Sep 25, 2026, 63 institutions cover Nvidia: 48 rate it buy, 10 rate it overweight, 2 rate it hold, 1 rate it sell, and 2 have no opinion. The consensus rating is strong buy, with a consensus target price of $327.7, implying 45.6% upside from the spot price of $225.07. The target range is wide, from $180 to $515, reflecting significant dispersion. Nvidia ranks No. 1 in analyst ratings within the semiconductor industry, among 78 comparable companies.
The Week Ahead
Macro data loom large next week. On Tuesday, Sep 29, the US releases FHFA house prices, Case Shiller 20-city home price index, JOLTS job openings, and consumer confidence. JOLTS has a prior of 7.271 and a forecast of 7.24; consumer confidence has a prior of 89.4 and a forecast of 90. These numbers could shift macro liquidity and risk appetite, indirectly affecting semiconductors and tech. NVDA faces a breakout level near $230. Whether it can push through after the macro prints will be the key focus.
In Short
Nvidia slightly outperformed the S&P 500 this week. The analyst-set view leans positive, with a consensus target 45.6% above spot, but the target range from $180 to $515 shows wide disagreement. On valuation, P/E is roughly 28.1x and P/B roughly 23.7x, not cheap by historical standards. On the latest trading day, large-lot flows were net sellers while small and medium lots were net buyers. Musk’s project and Nscale’s financing support the demand story, while Burry’s shorts and Goldman’s valuation reset discussion add risk signals. Watch whether NVDA can break above $230 after next week’s macro data, and whether the dispersion in targets narrows.
This article is generated by LongbridgeAI from market data, for information only and not investment advice.