As of May 17, 2025, NVIDIA Corporation (NASDAQ: NVDA) is trading at $135.40 per share. The stock has experienced a significant rebound, gaining over 50% since its April lows, largely driven by robust demand for AI infrastructure and strategic international partnerships.Investopedia
📊 Financial Performance
In the first quarter of fiscal 2025, NVIDIA reported record revenues of $26.0 billion, marking an 18% increase from the previous quarter and a 262% surge year-over-year. The data center segment was a major contributor, generating $22.6 billion in revenue, up 23% sequentially and 427% annually. NVIDIA Newsroom+1NVIDIA Newsroom+1
🔍 Key Developments
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Saudi Arabia Partnership: NVIDIA announced a significant deal with Saudi Arabia's Humain to supply advanced AI processors for a 500-megawatt data center project over the next five years. This move is seen as a strategic pivot to counterbalance restrictions on Chinese sales. Investopedia+3Investor's Business Daily+3Investor's Business Daily+3Investor's Business Daily
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Blackwell AI Processors: The company's next-generation Blackwell AI processors are reportedly sold out for the next 12 months, indicating strong demand and a robust order pipeline. NVIDIA Newsroom+4Investor's Business Daily+4Barron's+4
📈 Analyst Forecasts
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TipRanks: The average 12-month price target is $164.51, with a high forecast of $200.00 and a low of $100.00. TipRanks
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CoinCodex: Predicts a price range between $108.44 and $138.73 for 2025. CoinCodex
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LongForecast: Projects a maximum price of $174 for May 2025. Long Range Weather Forecasts
✅ Investment Considerations
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Strengths: NVIDIA's leadership in AI hardware, strong financial performance, and strategic international partnerships position it well for continued growth.
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Risks: Potential overvaluation concerns, reliance on a few key markets, and geopolitical risks could impact future performance.
Given the current trajectory and market dynamics, NVIDIA appears to be a strong candidate for long-term investment, especially for those bullish on AI and data center growth.
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Based on the latest analysis and performance of NVIDIA (NVDA) as of May 17, 2025, here's a clear breakdown for Buy, Sell, or Hold:
✅ Recommendation: HOLD or BUY on Dips
📊 Why HOLD (or Buy Selectively)?
🔼 Bullish Fundamentals
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Q1 FY2025 revenue up 262% YoY, with record $26B in revenue.
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Data center revenue grew 427%, driven by surging AI demand.
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Blackwell AI processors sold out for the next 12 months — this shows overwhelming demand and market dominance.
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New international deals (e.g. $500M AI infrastructure project with Saudi Arabia) mitigate China export risks.
🧠 Strong Market Position
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NVIDIA remains the undisputed AI chip leader, powering everything from ChatGPT to autonomous vehicles.
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Rapid expansion in AI infrastructure, enterprise AI, and sovereign cloud positions NVIDIA as a future-proof company.
📉 Why Not Sell Yet?
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Despite the stock having rallied 50%+ from April lows, most analysts still expect upside — with targets as high as $200 in 2025.
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There's no major negative catalyst at this moment (e.g., no earnings miss or geopolitical shock affecting its core markets).
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Selling now could mean missing out on the next leg of the AI infrastructure boom.
💡 Buy if…
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You’re a long-term investor betting on AI, semiconductors, or data infrastructure.
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The price pulls back to ~$120–125 (ideal buy zones).
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You missed the April lows and want exposure before the next surge.
❗ Risk Watch
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Geopolitical issues with China or Middle East markets.
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Valuation concerns — NVIDIA trades at high multiples; any earnings miss could cause sharp drops.
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Competition (AMD, Intel, or emerging custom AI chips from Google, Meta, Amazon).
📌 Bottom Line
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Current holders: ✅ HOLD
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New buyers: 🟡 BUY on dips, avoid chasing highs
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Short-term traders: ❌ Don’t chase now — overbought indicators may trigger profit-taking soon
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