Nvidia (NVDA) Stock: Three Major Banks Weigh In With Updates

TLDR

• J.P. Morgan analysts identified a potential options trading opportunity for Nvidia stock
• Bernstein maintained its Outperform rating on Nvidia shares
• One analyst projected Nvidia could reach an $8.5 trillion market valuation by next year
• Nvidia stock showed upward movement following the positive analyst coverage
• The $8.5 trillion target would make Nvidia significantly larger than any current company

Nvidia stock caught the attention of multiple Wall Street firms this week with fresh analyst coverage and eye-popping predictions. The chip maker’s shares moved higher as investors digested the latest takes from major financial institutions.

NVIDIA Corporation, NVDA

J.P. Morgan analysts published a note highlighting what they see as an attractive options trading opportunity in Nvidia shares. The investment bank pointed to specific options strategies that could benefit investors in the current market environment.

The details of J.P. Morgan’s options play weren’t fully disclosed in public reports. But the bank’s interest in Nvidia options suggests they see potential for movement in the stock price.

Bernstein analysts weighed in separately, reaffirming their Outperform rating on Nvidia. An Outperform rating means analysts expect the stock to do better than the overall market or its sector peers.

The Bernstein rating helped keep Nvidia shares steady during recent trading sessions. Analyst ratings from major firms like Bernstein often influence investor sentiment and trading decisions.

The $8.5 Trillion Question

The most attention-grabbing call came from an analyst who projected Nvidia could hit an $8.5 trillion market capitalization by next year. That valuation would dwarf the current largest companies in the world.

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For context, Apple currently holds the title of most valuable company at around $3.5 trillion. Microsoft and Saudi Aramco are the only other companies that have crossed the $2 trillion mark.

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An $8.5 trillion valuation would require Nvidia’s stock price to more than triple from current levels. The company’s market cap currently sits around $2.9 trillion.

The bullish analyst didn’t provide detailed reasoning in the available summaries. Such an extreme price target would require massive revenue growth and sustained investor enthusiasm.

Nvidia has seen explosive growth over the past two years thanks to demand for its artificial intelligence chips. The company’s graphics processing units have become essential for companies building AI systems.

Revenue has surged as tech giants like Microsoft, Amazon, and Google compete to build out AI infrastructure. Nvidia controls roughly 80% of the market for AI training chips.

Stock Movement and Market Response

Nvidia shares rose following the wave of positive analyst commentary. The stock has been volatile in recent months as investors debate whether AI spending will continue at current levels.

The company reports earnings quarterly, with investors closely watching data center revenue. That segment has become Nvidia’s largest business, overtaking its traditional gaming chip sales.

Wall Street analysts currently have widely varying price targets for Nvidia stock. Some see continued strong growth while others worry about a potential slowdown in AI spending.

Bernstein’s Outperform rating adds to the chorus of bullish voices on Wall Street. The firm’s steady hand contrasted with the more dramatic $8.5 trillion prediction from another analyst.