Stocks to Watch: Nvidia Partners with SK Hynix, Marvell and Flex Join S&P 500
Several companies are experiencing notable stock movements due to partnerships and index changes, which could influence investor sentiment and market dynamics.
Ticker: NVDA
Nvidia
Software
Technology
Semiconductors
Price
218.29
Reco
Buy
Potential
75
Risk
38
Updated
2026-09-14
Forecast impact
Target
+58.5%
target fill 63.1%
Reaction
D5 -2.57% · D10 +2.06%
market trust
Impact
Potential +3 · Risk -1
valid until 2026-09-26
Track in portfolio
Price chart
AI recommendation
Analyst forecast
Calendar event
Positive signal
Negative signal
Neutral / update
Hold / informational
B My buy
S My sell
Description
Company and Business Model
Nvidia Corporation is a technology company primarily known for its graphics processing units (GPUs) used in gaming, professional visualization, data centers, and automotive markets. Its core products include the GeForce line for gaming and the Tesla and A100 series for AI and deep learning applications. Major business segments include Gaming, Data Center, and Professional Visualization, with the Data Center segment being a significant revenue source due to the growing demand for AI and cloud computing solutions.
Investment Profile
Nvidia's stock is more aligned with growth investors, given its strong revenue growth and focus on innovative technologies in AI and gaming. The absence of dividends indicates a reinvestment strategy aimed at expanding market share and enhancing product offerings. The investment profile suggests a medium to long-term horizon, suitable for those looking to capitalize on technological advancements.
Category: Software
Sector: Technology
Industry: Semiconductors
Investment style: Growth
Horizon: Medium-term
Company type: Blue Chip
Company type: Market Leader
Experience: Basic
Fundamental metrics (experimental) Updated: 2026-09-14
- EPS (TTM) — earnings per share for the last 12 months, $
- 6.56
- Revenue QoQ — quarter-over-quarter revenue growth
- 19.8%
- EPS surprise
- 6.3%
- 20d volatility
- 2.7%
- Dividend yield
- 0.0%
- last ex-date
- 2026-03-11
AI recommendation changes
| Date | Before | After | Reason |
|---|---|---|---|
| 2026-08-04 | Hold | Buy | Strong fundamentals with positive short-term momentum. |
| 2026-07-29 | Buy | Hold | Weak momentum and high risk; hold for now. |
| 2026-07-06 | Hold | Buy | Strong fundamentals, but mixed momentum signals. |
| 2026-06-25 | Buy | Hold | Weak momentum and high risk; cautious outlook advised. |
| 2026-06-19 | Hold | Buy | Strong growth metrics and positive momentum indicators. |
| 2026-05-30 | Buy | Hold | Strong fundamentals, but recent momentum shows uncertainty. |
| 2026-05-08 | — | Buy | Strong growth and positive momentum support bullish outlook. |
| 2026-05-08 | Hold | Buy | Компания Nvidia демонстрирует сильный рост выручки и позитивные показатели по прибыли, что указывает на высокий потенциал роста. Низкий риск связан с устойчивым спросом на технологии и инновации в области искусственного |
| 2026-05-01 | Buy | Hold | Компания Nvidia демонстрирует стабильный рост выручки и положительные финансовые показатели, однако текущая волатильность и падение цены акций могут указывать на краткосрочные риски. |
| 2026-04-23 | Hold | Buy | Компания Nvidia демонстрирует сильный рост выручки и положительные показатели по EPS, что указывает на устойчивый спрос на ее продукцию. Низкий дивидендный доход и умеренный риск делают акцию привлекательной для долгосро |
| 2026-04-15 | Buy | Hold | Компания Nvidia демонстрирует сильный рост выручки и положительные показатели прибыли, что указывает на высокий потенциал для дальнейшего роста. Низкий риск и стабильные показатели делают её привлекательной для инвестици |
| 2026-04-03 | Hold | Buy | Компания Nvidia демонстрирует стабильный рост выручки и положительные сюрпризы по прибыли, однако недавние колебания цен акций и снижение на более длительных интервалах вызывают осторожность. |
| 2026-03-20 | Buy | Hold | Компания Nvidia демонстрирует стабильный рост выручки, однако недавние колебания цен акций и низкая дивидендная доходность могут указывать на определенные риски. Рекомендуется удерживать акции до более ясных сигналов о д |
| 2026-03-11 | Hold | Buy | Компания Nvidia демонстрирует стабильный рост выручки и положительные финансовые показатели, что указывает на потенциал для дальнейшего роста. Низкий дивидендный доход и умеренный риск делают её привлекательной для инвес |
| 2026-02-27 | Buy | Hold | Несмотря на недавние колебания цен, компания демонстрирует стабильный рост выручки и положительные показатели прибыли. Однако текущая волатильность и высокая оценка акций требуют осторожности. |
| 2026-02-14 | Hold | Buy | Компания Nvidia демонстрирует сильный рост выручки и положительный сюрприз по прибыли, однако недавние колебания цен и высокая волатильность могут указывать на риски краткосрочных инвестиций. |
| 2026-02-06 | Buy | Hold | Компания Nvidia демонстрирует сильный рост выручки, но недавние колебания цен и высокая волатильность могут указывать на риски. Рекомендуется удерживать акции до более ясных сигналов для покупки. |
| 2026-01-29 | Hold | Buy | Компания Nvidia демонстрирует сильный рост выручки и положительную динамику на рынке, что указывает на высокий потенциал роста. Низкий дивидендный доход и умеренный риск делают её привлекательной для инвестиций. |
| 2026-01-27 | Buy | Hold | Компания Nvidia демонстрирует стабильный рост выручки и положительные финансовые показатели, однако недавнее снижение цен акций и волатильность на рынке могут указывать на риски в краткосрочной перспективе. |
Analyst forecasts
| Date | Analyst | Action | Target | Price Then |
|---|---|---|---|---|
| 2026-09-09 | Piper Sandler | Update | — → 300 | 223.67 |
| 2026-08-27 | Truist Financial | Target Raised | 307 → 346 | 225.9758 |
| 2026-08-27 | D.A. Davidson | Update | — → 300 | 225.64 |
| 2026-08-27 | RBC Capital | Target Raised | 300 → 330 | 225.53081 |
| 2026-08-27 | Needham | Target Raised | 270 → 300 | 224.714 |
| 2026-08-27 | Evercore ISI | Target Raised | 413 → 465 | 209.66 |
| 2026-08-27 | Raymond James | Target Raised | 352 → 515 | 209.66 |
| 2026-08-27 | UBS | Target Raised | 280 → 300 | 209.66 |
| 2026-08-27 | Morgan Stanley | Target Raised | 288 → 300 | 209.66 |
| 2026-08-27 | Oppenheimer | Target Raised | 265 → 315 | 209.66 |
| 2026-08-27 | Stifel Nicolaus | Target Raised | 282 → 315 | 209.66 |
| 2026-08-25 | Raymond James | Target Raised | 330 → 352 | 208.48 |
| 2026-08-21 | D.A. Davidson | Update | — → 335 | 214.95 |
| 2026-08-20 | BMO Capital | Update | — → 340 | 216.85 |
| 2026-08-20 | Oppenheimer | Update | — → 265 | 218.175 |
| 2026-08-20 | RBC Capital | Update | — → 300 | 217.645 |
| 2026-07-14 | KeyBanc | Target Raised | 310 → 330 | 203.53 |
| 2026-06-02 | Wells Fargo | Target Raised | 125 → 139 | 224.36 |
| 2026-05-27 | Tigress Financial | Target Raised | 360 → 425 | 210.24 |
| 2026-05-21 | Truist Financial | Target Raised | 287 → 307 | 219.71 |
| 2026-05-21 | Wedbush | Target Raised | 300 → 330 | 223.47 |
| 2026-05-21 | Argus Research | Target Raised | — → 270 | 224.0103 |
| 2026-05-21 | Goldman Sachs | Target Raised | 250 → 285 | 223.47 |
| 2026-05-21 | UBS | Target Raised | 275 → 280 | 223.47 |
| 2026-05-21 | Robert W. Baird | Target Raised | 300 → 500 | 223.47 |
| 2026-05-21 | Evercore ISI | Target Raised | 352 → 413 | 223.47 |
| 2026-05-21 | Needham | Target Raised | — → 270 | 223.47 |
| 2026-05-21 | Melius Research | Target Raised | — → 400 | 223.47 |
News Page 25 of 28
Analysts Bank of America and Goldman Sachs recommend buying Nvidia (NVDA) and Sotera Health (SHC) respectively, while JPMorgan upgrades Tesla (TSLA) to neutral
Recent analyst calls highlight significant shifts in ratings and price targets for various companies, indicating potential investment opportunities and risks for investors. Notably, firms like JPMorgan and Goldman Sachs are optimistic about companies like Qualcomm and Tesla, while others like BTIG and Berenberg express caution on Lululemon and CrowdStrike.
Nvidia CEO Jensen Huang’s Visit to South Korea Sparks Celebrity-Like Interest Amid Tech Supply Chain Focus
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Senator Elizabeth Warren Invites Nvidia CEO Jensen Huang to Senate Hearing on AI Chip Sales to China
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Nvidia (NVDA) Announces Significant Dividend Increase and Share Buyback Program, Potentially Influencing Other Tech Companies
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Analysts expect Nvidia (NVDA) to disrupt the PC market with new AI chips, impacting competitors
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Polymarket Completes First Block Trade in Prediction Markets, Signaling Institutional Adoption
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