{"id":169867,"date":"2025-12-01T21:08:11","date_gmt":"2025-12-01T21:08:11","guid":{"rendered":"https:\/\/www.newsbeep.com\/ie\/169867\/"},"modified":"2025-12-01T21:08:11","modified_gmt":"2025-12-01T21:08:11","slug":"nvidia-nvdas-latest-ai-gpus-sustain-analyst-optimism","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/ie\/169867\/","title":{"rendered":"NVIDIA (NVDA)\u2019s Latest AI GPUs Sustain Analyst Optimism"},"content":{"rendered":"\n<p class=\"yf-1090901\">We recently published <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-best-strong-buy-ai-stocks-to-invest-in-1652520\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Best Strong Buy AI Stocks to Invest In;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 Best Strong Buy AI Stocks to Invest In<\/a>.\u00a0 NVIDIA Corporation (NASDAQ:NVDA) \u00a0is one of the best consumer cyclical stocks.<\/p>\n<p class=\"yf-1090901\">NVIDIA Corporation (NASDAQ:NVDA) is the firm that is at the center of the AI wave that\u2019s taken Wall Street by storm. This is because the firm\u2019s GPUs are the latest and most advanced products for computing AI workloads. Consequently, it is the most valuable company in the world.<\/p>\n<p class=\"yf-1090901\">After NVIDIA Corporation (NASDAQ:NVDA) reported its fiscal third quarter earnings on November 19th, analysts came into action and started issuing their reports. One such report came from Keybanc. It raised NVIDIA Corporation (NASDAQ:NVDA)\u2019s share price target to $275 from $250 and kept an Overweight rating on the stock. At the heart of Keybanc\u2019s upgrade was NVIDIA\u2019s pipeline for its Blackwell and Rubin AI GPUs. The Blackwell GPUs are the latest products currently shipping in the market, while the Rubin is NVIDIA Corporation (NASDAQ:NVDA)\u2019s next-generation platform announced earlier this year. Keybanc believes that the firm\u2019s $500 billion revenue pipeline for these products in 2026 and 2027 merited a price target increase.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"NVIDIA (NVDA)'s Latest AI GPUs Sustain Analyst Optimism\" loading=\"eager\" height=\"540\" width=\"960\" class=\"yf-1gfnohs loader\"\/> NVIDIA (NVDA)&#8217;s Latest AI GPUs Sustain Analyst Optimism      <\/p>\n<p class=\"yf-1090901\">Speaking of hedge funds, 234 had disclosed holding NVIDIA Corporation (NASDAQ:NVDA) in their 13F filings tracked by Insider Monkey. A notable stake was of\u00a0<a href=\"https:\/\/www.insidermonkey.com\/hedge-fund\/millennium+management\/67\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Millennium Management;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Millennium Management<\/a>\u00a0as it indicated a 127% increase.<\/p>\n<p class=\"yf-1090901\">In an appearance on Schwab Network on November 27th, Wedbush\u2019s Dan Ives discussed NVIDIA Corporation (NASDAQ:NVDA) with Nicole Petallides of The Watch List. He outlined that \u201cdemand to supply is 12 to 1 for NVIDIA\u2019s chips. Meta can\u2019t get enough of these NVIDIA chips, there\u2019s 30-40% they can maybe get.\u201d He added that \u201cat the end of the day, it\u2019s NVIDIA world, everyone else is paying rent when it comes to the AI revolution.\u201d<\/p>\n<p class=\"yf-1090901\">While we acknowledge the potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an extremely cheap AI stock that is also a major beneficiary of Trump tariffs and onshoring, see our free report on the <a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">best short-term AI stock<\/a>.<\/p>\n<p class=\"yf-1090901\">READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/30-stocks-that-should-double-in-3-years-1518528\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:30 Stocks That Should Double in 3 Years;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">30 Stocks That Should Double in 3 Years<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/11-hidden-ai-stocks-to-buy-right-now-1523411\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:11 Hidden AI Stocks to Buy Right Now;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">11 Hidden AI Stocks to Buy Right Now<\/a>.<\/p>\n<p class=\"yf-1090901\">Disclosure: None. This article is originally published at\u00a0<a href=\"https:\/\/www.insidermonkey.com\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Insider Monkey;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Insider Monkey<\/a>.<\/p>\n","protected":false},"excerpt":{"rendered":"We recently published 10 Best Strong Buy AI Stocks to Invest In.\u00a0 NVIDIA Corporation (NASDAQ:NVDA) \u00a0is one of&hellip;\n","protected":false},"author":2,"featured_media":169868,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[220,10841,11213,218,219,61,60,47379,3447,80],"class_list":{"0":"post-169867","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-artificial-intelligence","8":"tag-ai","9":"tag-ai-revolution","10":"tag-ai-stock","11":"tag-artificial-intelligence","12":"tag-artificialintelligence","13":"tag-ie","14":"tag-ireland","15":"tag-keybanc","16":"tag-nvidia-corporation","17":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/169867","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/comments?post=169867"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/posts\/169867\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media\/169868"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/media?parent=169867"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/categories?post=169867"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/ie\/wp-json\/wp\/v2\/tags?post=169867"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}