Nvidia stock forecast consensus remains optimistic, with 37 out of 40 covering analysts rating it a "buy," reflecting strong conviction in sustained earnings growth from AI deployment. How Trump could use a government shutdown to turbocharge his economic agenda Geopolitical factors add another layer of uncertainty. The United States has tightened export restrictions on advanced chips bound for China, a market that has historically contributed a significant portion of Nvidia’s sales. Future policy changes could further limit international opportunities, particularly in Asia. Latest Nvidia stock forecast reports suggest hedge funds are rotating into semiconductor equities, with Nvidia as a top holding due to its unmatched AI training throughput. This rotation could underpin a price breakout above $1,