Where Will Nvidia Stock Be in 1 Year?

Where Will Nvidia Stock Be in 1 Year?

  • 21.03.2025 15:58
  • fool.com
  • Keywords: AI, Growth

Nvidia's stock has struggled in 2025 but shows strong potential due to high demand for its Blackwell processors and improving supply chain efficiency. Analysts predict a significant rise in stock price, with a median target of $175 per share, reflecting confidence in its growth trajectory.

Nvidia NewsNVDAsentiment_satisfiedINTCsentiment_dissatisfiedCPTsentiment_dissatisfiedTSMsentiment_neutral
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Estimated market influence

Nvidia

Nvidia

Positivesentiment_satisfied
Analyst rating: Strong buy

Nvidia is a dominant player in AI semiconductors and has strong revenue from data centers.

Intel

Intel

Negativesentiment_dissatisfied
Analyst rating: Neutral

Intel's data center revenue is lower than Nvidia's, indicating weaker market position.

AMD

AMD

Negativesentiment_dissatisfied
Analyst rating: Buy

AMD's data center revenue is significantly less than Nvidia's, showing a weaker market presence.

Taiwan Semiconductor Manufacturing

Taiwan Semiconductor Manufacturing

Neutralsentiment_neutral
Analyst rating: Strong buy

TSMC provides chip packaging capacity to Nvidia but no direct financial impact mentioned.

Context

Analysis of Nvidia Stock Market Implications (2025)

Current Stock Performance

  • Market Cap: $2.9T
  • Current Price: $117.64 (as of March 21, 2025)
  • Year-to-Date Change: -21.23%

Analyst Sentiment and Price Targets

  • Median Price Target: $175 (a 52% increase from current price)
  • Buy Rating Percentage: 93% of analysts recommend "Buy"

Market Leadership in AI Semiconductors

  • Dominance in Data Center GPUs: Nvidia leads with $115.2B revenue (fiscal 2025), compared to AMD's $12.6B and Intel's $12.8B.

Supply Chain Control

  • TSMC Capacity Share: Secured 70% of TSMC's advanced chip packaging capacity.
  • Capacity Growth: TSMC's capacity expected to double in 2025, with an additional 80% increase in 2026.

Demand and Supply Dynamics

  • Blackwell GPUs Demand: Exceeds current supply, poised for growth with improved supply chain efficiency.

This analysis underscores Nvidia's strategic advantages in the AI semiconductor market, driven by strong demand, robust revenue streams, and a dominant position in critical supply chains.