Nvidia Corp (NASDAQ:NVDA) shares closed up 0.8% at $138 on Friday, taking its market capitalization to over $3 trillion, but the stock can go higher, according to bullish experts.
Expert Commentary: Ram Ahluwalia, CEO of Lumida Wealth Management is reportedly optimistic about the company touching a $4 trillion valuation.
"There's no question about it. The demand for GPU chips is strong, and you're seeing early adopters starting to get some ROI," Ahulwali told Yahoo Finance.
T. Rowe Price portfolio manager Tony Wang also reportedly shares the confidence.
"You've got several more years of AI investment before you hit saturation or a more maturing AI landscape," according to Dan Niles, founder of Niles Investment Management. "You'll see Nvidia's revenues double over the next several years, and I think you'll see the stock double over the next several years," Niles told Yahoo Finance.
"...demand for Inference compute could grow exponentially as model builders (such as OpenAI) solve for high throughput and low latency. Importantly, supported by its full-stack approach, we believe Nvidia is well-positioned to capture this growth opportunity in Inference," according to Goldman Sachs, as reported by the Financial Times. Sachs has a price target of $150 for the stock.
Bofa Securities on Friday maintained their 'Buy' rating on the stock and increased its price target for the company from $165 to $190.
In fact, Nvidia has a consensus price target of $234.49 based on the ratings of 38 analysts.
Why It Matters: Nvidia stock is up by nearly 186.5% year-to-date, according to data from Benzinga Pro. The company now has a market cap of about $3.39 trillion.
As of its current valuation, Apple is the only American company with a market cap higher than Nvidia. However, even Apple's valuation is short of $4 trillion ($3.57 trillion).
Nvidia stock has surged more than 233% over the past year, with its share price jumping from $41 to $138. Meanwhile, ETFs tracking Nvidia, such as GraniteShares 2x Long NVDA Daily ETF (NASDAQ:NVDL) and Direxion Daily NVDA Bull 2X Shares (NASDAQ:NVDU), have delivered gains of at least 440% during the same period.
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英伟达公司（纳斯达克: NVDA）股价周五收涨0.8%，报138美元，市值超过3万亿美元，但看好的专家认为股价还能上涨。
专家评论：Lumida Wealth Management首席执行官Ram Ahluwalia据称对该公司达到4万亿美元估值持乐观态度。
“毫无疑问。GPU芯片的需求强劲，你会看到早期采用者开始获得一些回报，” Ahulwali告诉雅虎财经。
普信集团组合经理Tony Wang据称也同样充满信心。
“在你达到饱和或更成熟的人工智能领域之前，还有几年的人工智能投资机会，” Niles投资管理公司创始人Dan Niles表示。Niles告诉雅虎财经：“我们预计未来几年英伟达的营收将翻倍，股票也将翻倍。”
高盛报告称：“...推理计算的需求可能会呈指数级增长，因为模型构建者（如OpenAI）在解决高送转和低延迟方面取得进展。值此关键时刻，我们相信英伟达凭借其全方位方法，将能抓住推理领域的增长机会。”高盛对该股设定了150美元的价格目标。
周五，美国银行证券维持对该股的“买入”评级，并将其价格目标从165美元上调至190美元。
事实上，根据38位分析师的评级，英伟达的共识价格目标为234.49美元。
为什么重要: 英伟达股票今年迄今涨幅近186.5%，根据彭博专业服务(Benzinga Pro)的数据。该公司现在的市值约为3.39万亿美元。
根据目前的估值，美国公司中只有苹果的市值高于英伟达。然而，即使苹果的估值也不到4万亿美元（3.57万亿）。
英伟达股票过去一年暴涨超过233%，其股价从41美元飙升至138美元。同时，追踪英伟达的ETF，如GraniteShares 2x Long NVDA Daily ETF（纳斯达克股票代码：NVDL）和Direxion Daily NVDA Bull 2X Shares（纳斯达克股票代码：NVDU），在同一时期至少实现了440%的涨幅。
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