"Nvidia's dominance in accelerated computing has turned it into the go-to provider for AI training and inference workloads. Its data center segment, which now accounts for over 85% of revenue, continues to surge as hyperscalers like Microsoft ( NASDAQ:MSFT ) and Amazon ( NASDAQ:AMZN ) ramp up GPU deployments. In the second quarter of fiscal 2026, Nvidia posted revenue of $46.7 billion, marking a 56% year-over-year increase and a 6% sequential rise."
"Yet, with the stock now testing the $190 level, investors face a familiar dilemma: Is this a buying opportunity amid sustained AI demand, or a signal to trim positions before potential headwinds? Wall Street remains largely optimistic, with 64 analysts assigning a consensus "Buy" rating and an average 12-month price target of $214 per share. That implies over 14% upside from here."
Nvidia's stock trades just above $187 while testing the $190 level, with a market capitalization above $4.5 trillion and a year-to-date gain near 40%. Analysts give a consensus "Buy" rating with an average 12-month price target of $214, implying roughly 14% upside. The data center segment accounts for over 85% of revenue as hyperscalers expand GPU deployments. Fiscal Q2 2026 revenue totaled $46.7 billion, a 56% year-over-year increase, with earnings of $1.05 per share beating estimates. The Blackwell platform drove a 17% quarter-over-quarter increase in data center revenue despite production ramp challenges. Valuation concerns and geopolitical risks could affect near-term performance, while long-term investors focus on sustained AI infrastructure demand.
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