Feb. 26, 2025 9:21 PM ETNVIDIA Corporation (NVDA) Stock, NVDA:CA StockDEEPSEEK, NVDA, NVDA:CAHunter Wolf Research2.51K Followers(6min)SummaryI reiterate a 'Strong Buy' rating for Nvidia with a one-year target price of $195 per share, driven by robust growth in the data center market.Nvidia's data center business, accounting for over 90% of total revenue, saw 93.4% growth, significantly outperforming AMD and Intel.The rapid production ramp-up of Blackwell AI supercomputers and strong CAPEX spending by hyperscalers like Amazon, Microsoft, and Alphabet are key growth drivers.Despite potential risks from competitors bypassing CUDA and geopolitical tensions, Nvidia's near-term growth remains secure, with a forecasted 63% revenue growth in FY26.BING-JHEN HONGI assigned a ‘Strong Buy’ to NVIDIA (NASDAQ:NVDA) (TSX:NVDA:CA) in November 2024, highlighting its rapid product ramp up for the H200. Nvidia delivered 77.9% revenue growth in Q4, with 93.4% growth inThis article was written byHunter Wolf Research2.51K FollowersMore than 15 years of professional investment experience in global equities across all sectors. My investment style is fundamental, bottom-up, long-term, and quality growth-oriented. I am seeking companies specializing in niche markets, with strong growth potential, a solid management team, a sound capital allocation policy, and, most importantly, reasonable valuation. I do not chase quarterly results, nor do I follow the herd mentality. I do not use short-term stock performance as the measure of a company's quality. I am targeting to achieve a 15% annual return in my portfolio. I typically construct my portfolio with 15-20 stocks, focusing on diversification of holdings, risk management, macro-driven sector weights, and disciplined trading and valuations as key factors.Disclosure: Lighting Rock and I are working in the same investment team. I am writing here independently.Analyst’s Disclosure: I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.CommentsRecommended For You