Many Wall Street strategists forecast Nvidia stock price May 2025 could see an upswing to around $950 amid sustained quarterly earnings growth and expanding AI server market share. The stock’s beta suggests volatility, but sentiment stays bullish. “NVIDIA Corporation (NASDAQ:NVDA) reported first quarter results that were extremely solid. The company took a write-down on China-specific datacenter products and flushed out any future China contributions from their guidance, following the new export restrictions introduced in April. Demand commentary ex China was extremely encouraging—Nvidia is outgrowing expectations despite supply constraints and outgrowing competing ASIC products by a large margin. We have been underweight Nvidia relative to the benchmark, which was up 46% in the quarter, given our short-to medium-term concerns that the feverish AI datacenter build may be resulting in overcapacity, which has not come to bear.” The AI chipmaker’s stock has seen a significant upswing following its first quarter earnings in late May, which featured revenue that beat Wall Street’s expectations and showed the company continuing to thrive despite a new export ban on sales of its chips to one of its largest markets: China. The Nvidia stock price May 2025 scenario includes possible spike to $980 if Q1 FY2026 guidance reflects double-digit percentage growth in data center and professional visualization units.
