{"id":76351,"date":"2025-12-28T10:59:15","date_gmt":"2025-12-28T13:59:15","guid":{"rendered":"https:\/\/ubirataonline.com.br\/bernstein-sees-strong-ai-tailwinds-supporting-nvidia-nvda-into-2026\/"},"modified":"2025-12-28T10:59:15","modified_gmt":"2025-12-28T13:59:15","slug":"bernstein-sees-strong-ai-tailwinds-supporting-nvidia-nvda-into-2026","status":"publish","type":"post","link":"https:\/\/ubirataonline.com.br\/en\/bernstein-sees-strong-ai-tailwinds-supporting-nvidia-nvda-into-2026\/","title":{"rendered":"Bernstein Sees Strong AI Tailwinds Supporting Nvidia (NVDA) Into 2026"},"content":{"rendered":"<p><\/p>\n<div>\n<p class=\"yf-7hmkaz\"><!-- HTML_TAG_START -->NVIDIA Corporation (NASDAQ:<a href=\"https:\/\/finance.yahoo.com\/quote\/NVDA\" data-ylk=\"slk:NVDA;elm:context_link;itc:0;sec:content-canvas\" class=\"link\"><strong>NVDA<\/strong><\/a>) is one of the <strong><a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-investors-are-watching-3-1665371\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:AI Stocks Investors Are Watching;elm:context_link;itc:0;sec:content-canvas\" class=\"link\">AI Stocks Investors Are Watching<\/a>. <\/strong>On December 19, Bernstein analyst Stacy Rasgon reiterated an \u201cOutperform\u201d rating on the stock with a $275 price target.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-7hmkaz\"><!-- HTML_TAG_START -->According to the firm, Nvidia is trading at 25-times forward earnings, which puts the stock in the eleventh percentile of valuation over the past 10 years.<!-- HTML_TAG_END --><\/p>\n<blockquote class=\"neo-blockquote yf-1lvgyjz\">\n<p class=\"yf-1lvgyjz\"><!-- HTML_TAG_START -->&#8220;Just How Cheap Is It? Nvidia\u2019s performance has been somewhat challenged as of late&#8230;While putting up decent overall performance (with the shares up ~30% YTD), the stock has stagnated since July, and has substantially underperformed the SOX index this year (with the broader semi space up 38% YTD) even as earnings estimates have continued to march ever higher. Consequently, the shares have seen substantial multiple compression with Nvidia\u2019s P\/FE falling by 27% through the year, currently sitting just a hair under 25x.<!-- HTML_TAG_END --><\/p>\n<\/blockquote>\n<figure data-testid=\"article-figure-image\" class=\"yf-1ems0tc\">\n<div class=\"image-container yf-lglytj loader\" style=\"--max-height: 538px;\">\n<div class=\"image-wrapper yf-lglytj\" style=\"--aspect-ratio: 960 \/ 538; --img-max-width: 960px;\"><img fetchpriority=\"high\" decoding=\"async\" src=\"data:image\/gif;base64,R0lGODlhAQABAIAAAAAAAP\/\/\/ywAAAAAAQABAAACAUwAOw==\" alt=\"\" loading=\"eager\" height=\"538\" width=\"960\" class=\"yf-lglytj loader\"\/><\/div>\n<\/div>\n<\/figure>\n<blockquote class=\"neo-blockquote yf-1lvgyjz\">\n<p class=\"yf-1lvgyjz\"><!-- HTML_TAG_START -->&#8221; But how cheap is it? 25x P\/FE may not seem particularly cheap for your ordinary stock. But this is NVIDIA. For this company, 25x forward EPS would suggest the shares are trading in the 11th percentile of valuation over the last 10 years (i.e., pretty cheap on an absolute basis) (Exhibit 4). And relative to the broader semiconductor industry the situation is much more stark. Relative to the SOX NVDA currently trades at a ~13% discount, in the FIRST percentile; indeed, over the last 10 years there have only been THIRTEEN DAYS where NVDA\u2019s stock traded cheaper relative to the SOX than it is trading now.\u201d<!-- HTML_TAG_END --><\/p>\n<\/blockquote>\n<p class=\"yf-7hmkaz\"><!-- HTML_TAG_START -->Even though the AI stock has lost some momentum, shares are poised to gain ground in the year ahead, noted the firm. Firm optimism is largely based on capex intentions looking fine, recovering GPU narrative, and Rubin. H200 approvals may also offer some China upside at some point.<!-- HTML_TAG_END --><\/p>\n<blockquote class=\"neo-blockquote yf-1lvgyjz\">\n<p class=\"yf-1lvgyjz\"><!-- HTML_TAG_START -->\u201cAnd overall numbers appear likely low in the context of the company\u2019s $500B+ Blackwell\/Rubin guidance. Coupled with what appears to be extremely attractive valuation we believe the set-up is looking good into the new year; we would be buyers here.&#8221;<!-- HTML_TAG_END --><\/p>\n<\/blockquote>\n<p class=\"yf-7hmkaz\"><!-- HTML_TAG_START -->NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-7hmkaz\"><!-- HTML_TAG_START -->While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you&#8217;re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the<a href=\"https:\/\/www.insidermonkey.com\/blog\/three-megatrends-one-overlooked-stock-massive-upside-1548959\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:best short-term AI stock;elm:context_link;itc:0;sec:content-canvas\" class=\"link\"> <b>best short-term AI stock<\/b><\/a>.<!-- HTML_TAG_END --><\/p>\n<p class=\"yf-7hmkaz\"><!-- HTML_TAG_START --><strong>READ NEXT: <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-trending-ai-stocks-on-wall-street-11-1660386\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 Trending AI Stocks on Wall Street;elm:context_link;itc:0;sec:content-canvas\" class=\"link\">10 Trending AI Stocks on Wall Street<\/a> and <a href=\"https:\/\/www.insidermonkey.com\/blog\/10-ai-stocks-on-market-radar-2-1665373\/\" rel=\"nofollow noopener\" target=\"_blank\" data-ylk=\"slk:10 AI Stocks on Market Radar;elm:context_link;itc:0;sec:content-canvas\" class=\"link\">10 AI Stocks on Market Radar<\/a><\/strong><!-- HTML_TAG_END --><\/p>\n<p class=\"yf-7hmkaz\"><!-- HTML_TAG_START -->Disclosure: None.<!-- HTML_TAG_END --><\/p>\n<\/p><\/div>\n<p><a href=\"https:\/\/finance.yahoo.com\/news\/bernstein-sees-strong-ai-tailwinds-073433046.html\">Source link <\/a><\/p>","protected":false},"excerpt":{"rendered":"<p>NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Investors Are Watching. On December 19, Bernstein analyst Stacy Rasgon reiterated an \u201cOutperform\u201d rating on the stock with a $275 price target. According to the firm, Nvidia is trading at 25-times forward earnings, which puts the stock in the eleventh percentile of valuation over the past [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":76352,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow2JLhCw:productID":"","maa_idioma":"","maa_pais":"","footnotes":""},"categories":[4],"tags":[8964,10397,6830,5109,4311,10396,10395],"class_list":["post-76351","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-brasil","tag-bernstein","tag-nvda","tag-nvidia","tag-sees","tag-strong","tag-supporting","tag-tailwinds"],"blocksy_meta":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.6 (Yoast SEO v27.6) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Bernstein Sees Strong AI Tailwinds Supporting Nvidia (NVDA) Into 2026 - Ubirat\u00e3 Online Not\u00edcias - A realidade ao seu alcance!<\/title>\n<meta name=\"description\" content=\"NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Investors Are Watching. 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