NVDA Forecast: The CUDA Ecosystem Behind NVIDIA’s AI Leadership

Milana PapadopoulouThis NVDA Stock Forecast article was written by Milana Papadopoulou – Financial Analyst at I Know First.

Highlights

  • Data-centre revenue now accounts for roughly 85–90% of NVIDIA’s total revenue
  • Data-centre revenue has grown from $2b annually in the late-2010s to $50b+ quarterly in 2026
  • CUDA adoption across cloud and AI providers strengthens NVIDIA’s revenue growth

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NVDA Stock Forecast: Overvalued Despite Record AI Growth?

Philipp TaubenblattThis "Is the AI Investment Boom a Financial Bubble?" article was written by Philipp Taubenblatt – Financial Analyst at I Know First.

Highlights

  • NVIDIA posted record FY2025 results with $130.5B revenue, 75% gross margin, and $72.9B net income (~56% margin).
  • Deal for $500 billion orders.
  • Analysts’ average 12-month target of ~$257 and I Know First’s bullish forecast highlight continued market optimism.

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NVDA Stock Forecast: Strengthening the Leadership Position

Milana LedovaThis NVDA Stock Forecast article was written by Milana Ledova – Financial Analyst at I Know First

Highlights

  • Achieved 60% gross margin and 23% net margin in the first nine months of FY2024.
  • ROE is 30% compared to the industry median of 12%.
  • Launched NVIDIA Grace Hopper Superchips for generative AI and HPC tasks, expanding product capabilities and market positioning.

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NVDA Stock Forecast: A Look at Past Predictions to Inform Future Decisions

Anastasia MakuyevThis NVDA Stock Forecast article was written by Anastasia Makuyev – Quantitative Analyst at I Know First.

Summary

  • Nvidia has a history of seasonal success during Q4. This year, I expect Nvidia to outperform their projected Q4 earnings of $6,051 million.
  • Nvidia is partnering with large tech companies such as AT&T, and is transitioning from gaming to AI to meet consumer demand. I expect this to lead to long-term success for Nvidia.
  • A machine learning algorithm designed to predict NVDA’s movement confirmed these predictions and helped us to set a PT of $377.91 in the coming year. I suspect that NVDA's high PB ratio is not a serious indicator of the fact that it is overvalued, and the company's performance will outweigh any doubts.

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