Three top Wall Street analysts stay bullish on Nvidia stock. Here's why

December 21, 2025

TL;DR

Nvidia is a key beneficiary of the AI boom due to high demand for its GPUs.
Concerns about AI stock valuations, competition from rivals (Broadcom, AMD, Google), and chip export uncertainty to China exist.
Top analysts maintain a bullish stance on Nvidia, citing its track record, execution, innovation, and AI GPU market dominance.
Nvidia's upcoming Blackwell GPUs are expected to be a generation ahead of current competition, with LLMs trained on them launching in early 2026.
Nvidia has visibility into a $500 billion revenue opportunity for Blackwell, Rubin, and networking for 2025-2026, with potential upside from deals with OpenAI and Anthropic.
Analysts view Nvidia's valuation as attractive, with lower P/E and PEG ratios compared to peers.
Nvidia believes it is about two years ahead of Google's TPU program and that its programmable platform solutions are best for cloud AI infrastructure.
Nvidia is awaiting licenses to ship H200s to China and has not received details on the proposed 25% revenue sharing with the U.S.
Nvidia's technology moat and valuation are seen as strong, with new launches like Blackwell Ultra, Rubin, and CPX expected to bolster its position.
Earnings per share estimates for Nvidia for 2026 and 2027 have been raised by analysts.

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