"Look, there are a lot of people that just joined ... This is their chance to buy Nvidia. It's not going to get much cheaper. It's hard to imagine it getting much cheaper. Cramer said, addressing newer investors who've watched the stock from the sidelines."
"Cramer cited Morgan Stanley's view that NVDA trades at roughly 18 times 2027 earnings, which the firm called a 'surprisingly good entry point.' For context, the broader market typically trades at 20 to 22 times forward earnings. If that framing holds, Nvidia is actually trading at a discount to the S&P 500 on a forward basis, despite being one of the most dominant growth companies on the planet."
"Nvidia's inference chip benchmarks significantly faster than comparable offerings from Google and Amazon. Crucially, Nvidia also has a cost-competitive inference option, meaning they're not just winning the high-end arms race. They're competing across the full stack."
NVIDIA presents a compelling investment opportunity based on valuation and competitive strength. Trading at approximately 18 times 2027 earnings according to Morgan Stanley, the stock trades at a discount to the broader market despite being a dominant growth company. Recent financial performance demonstrates continued acceleration with Q4 fiscal 2026 revenue of $68.1 billion exceeding estimates, following consistent quarterly growth. The analyst community strongly supports this thesis, with 94% bullish coverage and a consensus price target of $263.39. Beyond valuation metrics, NVIDIA maintains significant competitive advantages in the inference chip market, offering superior benchmarks compared to Google and Amazon while maintaining cost competitiveness across the full product stack.
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