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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英偉達公司（納斯達克: NVDA）股價週五收漲0.8%，報138美元，市值超過3萬億美元，但看好的專家認爲股價還能上漲。
專家評論：Lumida Wealth Management首席執行官Ram Ahluwalia據稱對該公司達到4萬億美元估值持樂觀態度。
「毫無疑問。GPU芯片的需求強勁，你會看到早期採用者開始獲得一些回報，」 Ahulwali告訴雅虎財經。
普信集團組合經理Tony Wang據稱也同樣充滿信心。
「在你達到飽和或更成熟的人工智能領域之前，還有幾年的人工智能投資機會，」 Niles投資管理公司創始人Dan Niles表示。Niles告訴雅虎財經：「我們預計未來幾年英偉達的營收將翻倍，股票也將翻倍。」
高盛報告稱：「...推理計算的需求可能會呈指數級增長，因爲模型構建者（如OpenAI）在解決高送轉和低延遲方面取得進展。值此關鍵時刻，我們相信英偉達憑藉其全方位方法，將能抓住推理領域的增長機會。」高盛對該股設定了150美元的價格目標。
週五，美國銀行證券維持對該股的「買入」評級，並將其價格目標從165美元上調至190美元。
事實上，根據38位分析師的評級，英偉達的共識價格目標爲234.49美元。
爲什麼重要: 英偉達股票今年迄今漲幅近186.5%，根據彭博專業服務(Benzinga Pro)的數據。該公司現在的市值約爲3.39萬億美元。
根據目前的估值，美國公司中只有蘋果的市值高於英偉達。然而，即使蘋果的估值也不到4萬億美元（3.57萬億）。
英偉達股票過去一年暴漲超過233%，其股價從41美元飆升至138美元。同時，追蹤英偉達的ETF，如GraniteShares 2x Long NVDA Daily ETF（納斯達克股票代碼：NVDL）和Direxion Daily NVDA Bull 2X Shares（納斯達克股票代碼：NVDU），在同一時期至少實現了440%的漲幅。
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