Nvidia Becomes a 'Must Own' Stock as AI Boom Fuels 35% Upside Potential

GuruFocus
2025.12.30 16:55
portai
I'm PortAI, I can summarize articles.

Nvidia is seen as a 'must own' stock amid the AI boom, with analysts projecting a 35% upside potential. Wall Street firms have set price targets ranging from $253.19 to $432.78, with an average target suggesting a 34.76% increase from its current price of $187.89. Analysts cite strong demand for data-center GPUs, sustained cloud and AI spending, and new product cycles as key growth drivers. However, investors should consider execution and valuation risks, as competition and supply dynamics may impact returns.