{"id":280197,"date":"2026-02-08T06:56:14","date_gmt":"2026-02-08T06:56:14","guid":{"rendered":"https:\/\/www.newsbeep.com\/il\/280197\/"},"modified":"2026-02-08T06:56:14","modified_gmt":"2026-02-08T06:56:14","slug":"nvidias-nvda-long-term-ai-trajectory-remains-intact-wolfe-says","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/il\/280197\/","title":{"rendered":"Nvidia\u2019s (NVDA) Long-Term AI Trajectory Remains Intact, Wolfe Says"},"content":{"rendered":"\n<p class=\"yf-vbsvxt\">NVIDIA Corporation (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\" class=\"link \" rel=\"nofollow noopener\" target=\"_blank\">NVDA<\/a>) is one of the <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-to-keep-on-your-radar-2-1690100\/?singlepage=1\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks to Keep on Your Radar;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">10 AI Stocks to Keep on Your Radar<\/a>.\u00a0On February4, Wolfe reiterated the stock as \u201cOutperform,\u201d urging investors to be patient with Nvidia shares. The firm believes Nvidia\u2019s valuation has become compelling once more, and that its long-term earnings trajectory remains intact.<\/p>\n<p class=\"yf-1lvgyjz\">Our positive call on NVDA (we added NVDA to the Wolfe Alpha List last month) is based on our view of fundamentals, and not about seasonal trading trends.<\/p>\n<p class=\"yf-vbsvxt\">Wolfe highlighted how \u201cover the past 3 years, the majority of NVDA\u2019s performance occurred in the Jan-Aug timeframe,\u201d but that the seasonal trend only \u201cperhaps help[s] to explain the stock\u2019s underperformance over the last 2 quarters.\u201d<\/p>\n<p class=\"yf-vbsvxt\">The firm sees a clear path to upside in estimates for CY26 and CY27 for the AI chipmaker. This is driven partly by continued unit growth, but also particularly because of pricing tailwinds as Rubin and Rubin Ultra ramp.<\/p>\n<p>    <img fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/www.newsbeep.com\/il\/wp-content\/uploads\/2026\/02\/943322b567353791f7a79eefa0ce1ce0.jpeg\" alt=\"Nvidia\u2019s (NVDA) Long-Term AI Trajectory Remains Intact, Wolfe Says\" loading=\"eager\" height=\"512\" width=\"768\" class=\"yf-lglytj  loaded\"\/> Nvidia\u2019s (NVDA) Long-Term AI Trajectory Remains Intact, Wolfe Says      <\/p>\n<p class=\"yf-vbsvxt\">Photo by <a href=\"https:\/\/unsplash.com\/@javiestebaan?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Javier Esteban;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Javier Esteban<\/a> on <a href=\"https:\/\/unsplash.com\/?utm_source=unsplash&amp;utm_medium=referral&amp;utm_content=creditCopyText\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:Unsplash;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">Unsplash<\/a><\/p>\n<p class=\"yf-vbsvxt\">NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.<\/p>\n<p class=\"yf-vbsvxt\">While we acknowledge the potential of NVDA to grow, 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 AI stock that is more promising than NVDA and that has 100x upside potential, check out our report about this <a href=\"https:\/\/www.insidermonkey.com\/blog\/undervalued-ai-stock-poised-for-massive-gains-10000-upside-19\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:cheapest AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link \">cheapest AI stock<\/a>.<\/p>\n<p class=\"yf-vbsvxt\">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>\u00a0and <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-vbsvxt\">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":"NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks to Keep on Your Radar.\u00a0On February4, Wolfe reiterated&hellip;\n","protected":false},"author":2,"featured_media":280198,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[20],"tags":[345,7339,343,344,85,46,4007,125],"class_list":{"0":"post-280197","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-stock","10":"tag-artificial-intelligence","11":"tag-artificialintelligence","12":"tag-il","13":"tag-israel","14":"tag-nvidia-corporation","15":"tag-technology"},"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/280197","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/comments?post=280197"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/posts\/280197\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media\/280198"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/media?parent=280197"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/categories?post=280197"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/il\/wp-json\/wp\/v2\/tags?post=280197"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}