Nvda price forecast strong fundamentals outweigh concerns

Strong fundamentals outweigh concerns over potential export restrictions. Digging into valuation, Nvidia currently has a Forward P/E ratio of 40.05. Its industry sports an average Forward P/E of 40.05, so one might conclude that Nvidia is trading at no noticeable deviation comparatively. The 5-star analyst mainly noted lucrative prospects in agentic security for CrowdStrike and the evolution of its agentic security operations center (SOC). He added that management views the agentic revolution as a huge opportunity (potentially over a 100x), with the rise of more identities and complexity creating new security needs. The consensus NVDA price forecast aligns with bullish semiconductor sector outlook, driven by cloud computing capex surges. Relative strength versus SOX index continues to favor NVIDIA for growth-oriented portfolios.