Where will he be in 1 year (December 17)

Shares of Nvidia Corp. (NASDAQ: NVDA ) retreated 3.4% in the past week as it announced the acquisition of SchedMD and a partnership with Mistral AI and following the White House’s approval of sales of H200 chips to certain Chinese customers. Meanwhile, insiders continue to sell shares. Nvidia shares are 22.8% higher than six months ago, outperforming the S&P 500 and Nasdaq over that period.

• Trade relations between the U.S. and China have presented headwinds, but Nvidia Corp. (NASDAQ: NVDA ) is also the dominant AI chipmaker in the market, and the company’s profitability remains strong.

• Here’s a look at where Nvidia stock could be headed for the rest of this year and next.

• A recent study identified a single habit that doubled Americans’ retirement savings and moved retirement from dream to reality. Read more here.

Note that gains for the chipmaker during that period helped offset a steep decline the stock suffered in early 2025 after it reported it would take a $5.5 billion charge related to restrictions on H20 chip exports to China. While some analysts have raised their price targets, others are warning of ongoing headwinds due to uncertainty over future US-China trade relations and the potential for tighter regulations. The third quarter report was excellent on the top and bottom lines due to strong growth in the data center segment.

Despite its challenges, the company’s pivot to investment in US AI infrastructure signals resilience. With analysts tracking robust demand for data centers, 24/7 Wall St. explore here whether Nvidia can sustain its recovery and drive further growth.

Nvidia faces significant obstacles as it navigates trade restrictions between the US and China and intense market expectations. In the first quarter, export controls on its H20 AI chip – which had been specifically designed to circumvent export restrictions on advanced technology in China – led to the aforementioned value being substantially reduced. Analysts believed the ban could result in a $9 billion hit to revenue. About $700 million would impact fiscal first-quarter results, with the remaining $8 billion spread over the second and third quarters.

US tariffs and China’s retaliatory measures have also threatened supply chain costs, particularly for components sourced from around the world, as competition from Huawei’s Ascend chips grows. These factors have led analysts to warn of margin pressure. However, Nvidia’s profitability remains robust. The company has raised prices by 10% to 15% on some of its most popular GPUs as a result of the tariffs. Gaming CPU prices rose by 5% to 10%, while high-end AI GPUs increased by up to 15% to account for rising production costs and keep their revenues stable.

However, investment in US AI infrastructure, supported by Taiwan Semiconductor Manufacturing’s fabulous $165 billion Arizona expansion, supports Nvidia’s supply chains and is supported by its $37.6 billion cash reserve.

CEO Huang announced during his recent trip to South Korea that Nvidia will supply more than 260,000 advanced graphics processing units (GPUs) to South Korean firms including Samsung and Hyundai Motor. He believes AI has reached a “virtuous cycle” where improvements in models lead to more investment, which in turn leads to further improvements and investment. He also expressed hope that trade talks between the US and China could lead to a policy change that would allow Nvidia to resume sales of high-end chips in China. As mentioned, the US president has now allowed the company to sell its advanced H200 AI chips to China.

The AI ​​market is expected to grow at 37% CAGR by 2030, according to Grand View Research. That supports Nvidia’s forecast of $170 billion in revenue for fiscal 2026, up 30 percent from the $130.5 billion it generated in 2025.

In its third-quarter earnings report, Nvidia’s revenue totaled a record $57.01 billion, including $51.2 billion from its data center division. The total grew 66% year-over-year, largely fueled by voracious demand for its AI chips.

The chipmaker has invested $3.2 billion in capital expenditures in fiscal 2025, expanding production of Blackwell accelerators and AI infrastructure. The company’s capex increased more than 200% this year to more than $3 billion to meet hyperscaler demand.

Trade restrictions between the US and China still pose risks, even with the apparent thaw, tariffs could increase costs, which would explain the implemented price increases. A 36% increase in operating expenses to $5.8 billion for research and development offset Nvidia’s adjusted operating income of $37.8 billion.

However, Nvidia’s growth isn’t all about data centers. The company expanded its automotive segment, up 32% year-over-year to $592 million, thanks to partnerships with Toyota and Aurora Innovation for autonomous vehicles. This diversifies Nvidia’s portfolio amid tariff uncertainties.

Nvidia estimated fiscal third-quarter revenue of $65 billion, plus or minus 2 percent. This outlook beat analysts’ consensus projection.

This has been a roller coaster year for Nvidia shareholders. Shares fell to a 52-week low of $86.62 in April. After an announced pause in US-China tariffs and first-quarter results, the stock price recovered. It hit an all-time high of $212.19 in October, which briefly had the company’s market cap above $5 trillion.

While some insiders sold shares, analyst sentiment remains bullish. Of the 64 analysts covering the stock, 60 recommend the stock a buy, with 11 rating it a Strong Buy. The one-year consensus price target is $250.93, which signals a potential upside of more than 41% from the current price. Targets range from $140 to $352 per share.

Citigroup, JP Morgan, Morgan Stanley and others recently maintained their equivalent buy ratings. Evercore ISI has a higher price target. It cited accelerating revenue growth, strong demand for Blackwell chips, an improving supply chain and significant pipeline. However, renowned investor Michael Burry is bearish on Nvidia.

Nvidia’s AI dominance, 93% data center growth, and automotive partnerships with Toyota have positioned the company for gains in 2025. However, DeepSeek’s tariff risks and competitive AI models call for caution. The growth of the AI ​​market and the chipmaker’s $47 billion in second-quarter revenue positions Nvidia to hit its full-year revenue target of $170 billion, while the cash buffer and the role of the Stargate project provide stability. However, valuation concerns persist. Nvidia is a buy for growth-oriented investors, but others should be cautious.

24/7 Wall St. Price Target for the end of 2026 for Nvidia is $300.14 per share, which would be a gain of 68.9%. This estimate takes into account tariff risks, competition from DeepSeek and potential Blackwell supply constraints. It also reflects Nvidia’s AI dominance and revenue guidance for the second quarter of 2026.

Time to sell Nvidia stock as Michael Burry takes aim?

You might think that retirement is all about picking the best stocks or ETFs, but you’d be wrong. Even large investments can be a liability in retirement. It’s a simple difference between accumulation and distribution, and it makes all the difference.

The good news? After answering three quick questions, many Americans overhaul their portfolios and discover they can retire earlier than was expected. If you are considering retirement or know someone who is, take 5 minutes to learn more here.