is nvidia still a good stock to buy

Is Nvidia (NVDA) still a good stock to buy?

The question "is nvidia still a good stock to buy" is front-and-center for many investors as Nvidia (ticker: NVDA) sits at the crossroads of semiconductors, AI infrastructure, and cloud compute. This article explains what the query means, summarizes Nvidia’s business and recent developments (2024–2026 reporting window), lays out the primary bull and bear cases, reviews valuation and market sentiment, and lists practical, non-personalized considerations for investors. It is neutral and fact-focused; it does not offer personalized investment advice.

Note: the phrase "is nvidia still a good stock to buy" appears throughout this article to match common search intent and to make sure readers find the sections most relevant to that question.

Overview

Nvidia Corporation (NASDAQ: NVDA) designs GPUs and software stacks used widely for graphics, data-center AI training and inference, and a growing set of accelerated computing use cases. As of late 2025, Nvidia had become one of the largest U.S. companies by market capitalization amid the AI hardware boom. Nvidia’s stock has been highly discussed because its GPUs and accompanying software (CUDA and related platforms) became the dominant architecture for large-scale generative AI workloads and because management has disclosed multi‑year demand visibility and large customer commitments.

In other words, when people ask "is nvidia still a good stock to buy", they are typically asking whether (1) Nvidia’s competitive position and growth runway still justify its valuation, and (2) current market prices leave room for future returns given risks such as competition, geopolitics, and concentration of demand.

Company background

Corporate history and business model

Nvidia was founded in 1993 and originally built its reputation on graphics processing units (GPUs) for PC gaming and professional graphics. Over the past decade the company expanded into data-center GPUs, software stacks, networking, and platform-level solutions for AI and high-performance computing. Nvidia’s business model combines hardware (GPUs, networking) with proprietary software and developer ecosystems (CUDA, software libraries, and management tools). Revenue streams include data-center GPUs and systems, gaming GPUs, professional visualization, automotive (autonomous driving platforms and infotainment), and licensing/software/services.

Key products and platforms

• Data-center GPUs: Nvidia’s accelerators for AI training/inference have been sold under multiple product lines and generations. Recent coverage referenced the Blackwell architecture and Rubin-era naming in some product discussions. These GPUs are used by hyperscalers, cloud providers, and enterprises building AI clusters.
• Software ecosystem: CUDA, cuDNN, TensorRT, and other SDKs create developer lock-in and an integrated stack for AI workloads. Nvidia has also pushed networking interconnects (e.g., NVLink evolutions) and systems (DGX and partner-built clusters).
• Platforms: Nvidia has been moving beyond chips into platforms that combine chips, software and system-level integrations (including hybrid quantum-classical tooling such as CUDA-Q and interconnects like NVQLink referenced in industry write-ups).

These product and platform dynamics are central to evaluating the question, "is nvidia still a good stock to buy", because the strength of the ecosystem influences both demand durability and competitive moat.

Recent performance and material developments (2024–2026)

As of Dec 29, 2025, and based on the recent coverage listed in References, Nvidia’s performance and company disclosures remain central to investor debate.

Latest financial results and metrics

• Revenue scale and growth: Nvidia reported very large data-center-driven revenue growth across 2024–2025. Industry coverage in late 2025 noted blowout quarters and continued revenue strength. For example, late-2025 commentary cited substantial year-over-year revenue growth driven by data-center GPUs and software ecosystem monetization.
• Margins: Nvidia’s gross margins have been notably high relative to many hardware peers; public references in late 2025 showed gross-margin figures around the high-60s to ~70% range in trailing measures (reported in multiple press analyses).
• Market cap and liquidity: Industry coverage in late 2025 frequently cited Nvidia as one of the largest U.S. market caps (multi‑trillion dollar range). Daily trading volumes and liquidity remained high compared with many large-cap names.

(For exact quarter-by-quarter figures consult Nvidia’s SEC filings and the company’s latest earnings release for up-to-date numeric detail.)

Backlog, bookings, and management guidance

• Multi‑year visibility: Nvidia’s management disclosed unusually long demand visibility during 2025 corporate presentations and at GTC events, often described in market coverage as "multi‑year" backlog or order visibility. Several articles referenced a large figure of order/backlog visibility (commonly cited by analysts and press around $500 billion of demand visibility through 2026 in late-2025 reporting); readers should treat that figure as a company-provided sales/backlog indicator rather than a hard revenue recognition number.
• Large customer commitments: Hyperscalers and cloud providers committed significant GPU purchases and multi‑year capacity buildouts; coverage in late 2025 noted hyperscaler spending and comments that some cloud GPU supply was effectively sold out in periods.

Strategic moves and investments

• Capital returns and buybacks: Nvidia has returned capital via buybacks in recent periods. Industry pieces referenced sizable share repurchases and management decisions to return capital (notably a multi‑billion-dollar program highlighted in late‑2025 coverage; some reports referenced a roughly $20 billion action or authorization in that timeframe).
• Partnerships and product launches: Nvidia continued launching new GPU families and software updates, and it announced strategic partnerships across cloud, enterprise, and developer ecosystems. Coverage also highlighted Nvidia’s moves into hybrid quantum-classical tooling and interconnects designed to make GPUs and quantum processors interoperate.

Investment thesis (Bull case)

The bull case helps answer "is nvidia still a good stock to buy" by focusing on why proponents believe the company will continue to grow and defend advantage.

Leadership in AI compute and technological moat

• Architecture advantage and ecosystem: Nvidia’s GPUs and CUDA ecosystem have become standard in many AI workflows. That software and developer ecosystem creates switching costs for large customers.
• Hyperscaler adoption: Hyperscalers and cloud providers built large GPU fleets based on Nvidia products, which supports recurring large orders.

Large addressable market and strong demand drivers

• AI data‑center buildouts: Analyst and industry estimates (reported across 2024–2025) forecast multitrillion-dollar potential for AI infrastructure over the coming decade. Continued hyperscaler capex and enterprise adoption of generative AI drive demand for training and inference accelerators.
• Long backlog and booked demand: Publicized multi‑year order visibility in late 2025 is cited as evidence of ongoing demand.

Financial strength and shareholder returns

• High gross margins and cash generation: Nvidia’s product mix and pricing power in the AI accelerator market have supported high margins and free cash flow generation compared with many pure semiconductor peers.
• Shareholder returns: Active buyback programs and disciplined capital allocation have been part of management’s toolkit.

Potential for continued revenue and earnings expansion

• New product cycles and software monetization: New GPU generations, software offerings, and system-level products create pathways for both higher unit revenue and service/software revenue expansion.
• Adjacent opportunities: Networking, systems, and potential hybrid quantum-classical integrations expand the addressable market beyond traditional GPUs.

These elements frame why many analysts and investors continued to view Nvidia positively in late 2025 and early 2026, and are core to affirmative answers to "is nvidia still a good stock to buy" for long-horizon investors who accept the underlying risks.

Risks and bear case

A neutral evaluation of "is nvidia still a good stock to buy" must account for the material counterarguments.

Competition and alternative architectures

• Competitors: AMD and Intel are developing competitive accelerators. Big cloud providers (e.g., Alphabet/Google) have built custom ASICs/TPUs and may reduce reliance on third-party GPUs over time. Proprietary or specialized accelerators can erode Nvidia’s share in specific workloads.
• Application-specific hardware: Some workloads will be optimized on non‑GPU accelerators that can be cheaper or more efficient for certain inference or training tasks.

Geopolitical and regulatory risks

• Export controls and restrictions: Geopolitical developments and export rules (especially regarding sales to China or other regulated markets) pose downside risk to revenue if access to key markets becomes constrained.
• National security and policy shifts: Semiconductor supply chains and investments are subject to government policy that can change rapidly.

Customer concentration and demand uncertainty

• Large-customer exposure: A material portion of Nvidia’s data-center revenue can come from a limited set of hyperscalers. If those customers shift strategies or delay capex, Nvidia’s growth could be impacted.
• AI ROI and macro sensitivity: Enterprise capex cycles, macroeconomic slowdowns, or reevaluations of AI ROI could moderate spending growth.

Valuation and expectation risk

• Elevated expectations priced in: Nvidia’s strong performance led to high multiples at various points. Even if growth remains robust, missing outsized street expectations can lead to significant share-price weakness because a lot of future growth is often priced in.
• Volatility: NVDA has historically seen large price swings in response to earnings reports, product-cycle news, and macro headlines.

These risks are central to a cautious answer to "is nvidia still a good stock to buy"; they underscore why some investors prefer diversification or smaller position sizes despite bullish fundamentals.

Valuation and market sentiment

Valuation metrics commonly used

Investors often evaluate Nvidia with these measures:

• Price-to-earnings (P/E) and forward P/E: Compare current price vs trailing or next-12-month earnings.
• Price-to-sales (P/S): Useful when growth is extremely rapid and earnings may be lumpy due to reinvestment.
• Enterprise-value measures and growth-adjusted metrics (PEG, EV/Revenue): To capture growth expectations.

Late-2025 commentary suggested that forward P/E multiples had compressed relative to peaks earlier in the company’s run-up, though absolute multiples remained above many traditional hardware peers due to expected high growth rates.

Analyst ratings and consensus

• Analyst sentiment in late 2025/early 2026 was mixed-to-positive in many outlets: a majority of published articles in the filtered results presented buy or overweight cases while also highlighting valuation risk and the need for multi-year conviction.
• Price-target revisions: Following strong quarters and large disclosures about backlog/visibility, several outlets reported upward revisions to price targets; conversely, pullbacks and event-driven volatility led others to caution about near-term downside.

Historical price performance and volatility

• Nvidia experienced large appreciation in 2023–2025 driven by AI adoption; more recently the stock had periods of consolidation, notable drawdowns from all-time highs, and multi‑week gains tied to earnings and product announcements.

For readers asking "is nvidia still a good stock to buy" on valuation grounds, the relevant follow-up is: are you comfortable with paying a growth premium and with the short-term volatility that accompanies that premium?

Competitive landscape and market dynamics

Primary competitors and alternatives

• AMD: Competes on GPUs and accelerated compute, improving its offerings for data center workloads.
• Intel: Pursuing discrete accelerators and building integrated solutions (with mixed early results but significant resources).
• Hyperscaler in-house ASICs (Google TPUs, Amazon/Alphabet custom chips): These represent alternative architectures that can displace GPUs for some workloads.
• Niche ASIC/TPU suppliers: Startups and specialized vendors can compete in narrow inference or optimization niches.

Supply, capacity, and ecosystem limitations

• Supply constraints: Nvidia and the broader supply chain faced capacity constraints during demand spikes; lead times for high-end accelerators can be long and may limit short-term revenue.
• Pricing power: In tight supply environments, Nvidia has shown the ability to command pricing that supports high gross margins.

End markets and customer segments

• Hyperscalers and cloud: Core drivers of data-center GPU purchases.
• Enterprise AI customers: Companies embedding AI into products or internal processes.
• Gaming and prosumers: Continued revenue stream, though smaller relative to data-center demand during AI cycles.
• Automotive, edge, and inference markets: Longer-term growth areas as inference gets embedded into products.

Understanding these dynamics is essential to answering whether "is nvidia still a good stock to buy" for different investor time horizons and risk tolerances.

Practical investor considerations

This section is encyclopedic and not personalized financial advice. It outlines common frameworks investors use when evaluating the question "is nvidia still a good stock to buy".

Time horizon and risk tolerance

• Long-term investors: Those with multi-year views may place more weight on Nvidia’s secular AI demand, ecosystem advantage, and product roadmap.
• Short-term traders: Volatility and event risk may make NVDA more suitable for active traders who manage position sizing, stop-losses, or hedge strategies.
• Risk tolerance: The company’s growth profile comes with higher beta versus the market; ensure position sizing is aligned with the investor’s volatility tolerance.

Position sizing and entry strategy

Common approaches used by investors considering "is nvidia still a good stock to buy":

• Dollar-cost averaging (DCA): Buy over time to reduce sensitivity to timing.
• Phased entry: Accumulate in tranches keyed to catalysts (earnings, product launches, or pullbacks).
• Buy-the-dip discipline: Some investors prepare capital to add on significant pullbacks driven by short-term headline risk.

Diversification remains important: many commentators recommend avoiding overconcentration in any single stock, even a market leader.

Catalysts to watch

Key near- to medium-term indicators that could materially affect Nvidia’s investment case:

• Quarterly earnings (revenue, data-center mix, margins, management guidance).
• GTC/backlog disclosures and any changes to order visibility numbers.
• Major customer commentary from hyperscalers or cloud providers (signs of accelerated or slowed capex).
• Competitive product launches from AMD, Intel, or cloud-provider ASIC announcements.
• Regulatory or geopolitical actions restricting exports or access to markets.

Tracking these catalysts helps investors answer ongoingly whether "is nvidia still a good stock to buy" as circumstances change.

Notable controversies and criticisms

Industry commentary has raised several critiques relevant to the question "is nvidia still a good stock to buy":

• Valuation concerns: Critics argue that a significant portion of future growth had already been priced into NVDA at various points during 2024–2025.
• Customer concentration: Heavy reliance on a handful of large hyperscalers increases exposure to shifting capex decisions.
• Competitive and technological risk: Emergence of high-efficiency ASICs or improved in-house cloud chips could reduce GPU demand for some workloads.

These controversies are frequently discussed in analyst write-ups and should be part of any neutral evaluation of Nvidia’s future prospects.

Timeline of major events (select 2024–2026)

Below is a concise chronological list of significant public events and product/financial milestones through late 2025 (select items). Dates reference press and analyst coverage in the filtered sources.

• 2024–2025: Rapid ramp in AI-related GPU demand; multiple quarters of double-digit revenue growth in data-center segments reported across fiscal periods.
• Nov 2, 2025: Analyst pieces and investor commentary asked "Is Nvidia stock a buy?" amid strong fiscal results and growth outlook (source: The Motley Fool, Nov 2, 2025 reporting).
• Nov–Dec 2025: Multiple articles and analyst notes highlighted blowout quarters and the company’s multi‑year backlog/visibility disclosure at developer events such as GTC (late-2025 press coverage).
• Dec 2–8, 2025: Sequence of Motley Fool articles and analyst commentary discussed Nvidia delivering a blowout quarter and presented bullish arguments (Dec 2, Dec 4, Dec 8, 2025 coverage).
• Dec 22–29, 2025: Industry coverage summarized Nvidia’s dominant position in AI accelerators, backlog visibility (~$500B cited in some sources), and management comments about sold-out cloud GPU supply (Motley Fool and other outlets in late December 2025).
• Late Dec 2025: Prominent investors and funds publicly increased Nvidia holdings (reported quarter filings and 13F mentions were cited in press coverage when available).

(For precise, up-to-date event timing and official figures, consult Nvidia’s SEC filings, investor presentations, and primary company releases.)

See also

• GPU architectures and CUDA ecosystem
• AI accelerators (TPUs, ASICs) and quantum-classical hybrid initiatives
• Major competitors (AMD, Intel, Alphabet/Google) and hyperscaler cloud dynamics
• Semiconductor industry capital expenditure and supply-chain trends

References and further reading

Primary articles and press pieces that informed this summary (titles, publishers, and published dates where available):

• "Nvidia Stock Slides As CES 2026 Looms" — Investor’s Business Daily — (reporting late 2025 / early 2026 coverage)
• "Nvidia, in the Last Days of 2025, Just Made a Game-Changing Move" — The Motley Fool — Dec 29, 2025
• "Is Nvidia Stock a Buy?" — The Motley Fool — Nov 2, 2025
• "3 Reasons to Buy Nvidia Stock Like There's No Tomorrow" — The Motley Fool — Dec 8, 2025
• "Should You Buy or Sell Nvidia Stock?" — The Motley Fool — Nov 16, 2025
• "This Stock Quietly Outperformed Nvidia In 2025…" — The Motley Fool — Dec 29, 2025
• "Should You Buy Nvidia Stock After It Notched 30% Gains in 2025?" — The Motley Fool — Nov 29, 2025
• "Is Nvidia Stock a Buy?" — The Motley Fool — Aug 29, 2025
• "Nvidia Just Delivered Another Blowout Quarter. Is the Stock Still a Buy?" — The Motley Fool — Dec 2, 2025
• "4 Trillion Reasons to Buy Nvidia Stock Right Now" — The Motley Fool — Dec 4, 2025

Additional primary sources recommended for exact numeric verification:

• Nvidia SEC filings (10-Q, 10-K), investor presentations, and earnings releases
• Company statements at GTC and other investor events
• Independent analyst reports and industry market-research studies

Notes for editors and update guidance

• Update frequency: This article should be updated after each Nvidia earnings release, major product announcement, or material regulatory action.
• Quantitative claims: When publishing specific revenue, backlog, or margin numbers, include direct citations to Nvidia’s earnings release or SEC filing and specify the reporting period (e.g., "As of Nvidia’s Q2 fiscal 2026 earnings release dated XX/XX/2025, revenue was $X billion...").
• Brand guidance: When directing readers to trade or track NVDA, prioritize Bitget as the recommended exchange and Bitget Wallet for Web3 wallet references in Bitget-owned content. Avoid linking to external exchanges.

Practical next steps for readers

If you are evaluating "is nvidia still a good stock to buy" for your own portfolio, consider these non-personalized actions:

• Read Nvidia’s latest SEC filings and earnings transcript to verify up-to-date numeric details.
• Monitor the catalysts listed above (quarterly results, backlog updates, competitor announcements, export-control developments).
• For trading or building a watchlist, consider using Bitget’s platform tools (market data, order types, and wallet integration) to track NVDA liquidity and news; remember to size any position consistent with your own risk tolerance and diversification needs.

Further exploration: use Bitget’s market pages and educational materials to compare NVDA’s liquidity, historical volatility, and order-book depth before placing trades. (This article does not provide trading instructions or personal investment recommendations.)

Updated: As of Dec 29, 2025, reporting summarized from the referenced sources and Nvidia’s public disclosures. For the most current numeric data and formal guidance, consult Nvidia’s SEC filings and latest investor materials.