Investors eyeing the Nvidia stock forecast should mark June 11 on their calendars. Nvidia (NASDAQ:NVDA) CEO Jensen Huang is set to deliver the keynote address at GTC Paris, a major event spotlighting the company’s next-gen AI technologies, global partnerships, and Blackwell platform expansion. With Nvidia continuing to lead the AI race, this event could shape sentiment and stock momentum for the months ahead.
Nvidia CEO to Unveil AI Strategy at GTC Paris
Following international trips and major partnership announcements in the UK and Middle East, Huang’s June 11 appearance in France is expected to focus on sovereign AI, infrastructure expansion, and Nvidia’s Blackwell architecture. His keynote will be livestreamed worldwide, allowing investors and analysts to parse new clues about the company’s vision and product pipeline.
Nvidia Stock Forecast Strengthened by Surging Fundamentals
A strong Nvidia stock forecast is grounded in extraordinary fundamentals. For Q1 fiscal 2026, Nvidia posted revenue of $44.1 billion, up 69% year-over-year. Its data center segment accounted for $39.1 billion—an impressive 73% jump from the prior year. This segment remains the key growth engine for the company, driven by surging demand for AI computing.
Earnings per share came in at $0.81, beating analyst estimates of $0.75. Nvidia’s forward outlook remains strong, with analysts projecting Q2 EPS of $0.94 on expected revenues of $45.59 billion.
Despite a dip in gross margins—from 78.9% to 61%—Nvidia still controls 92% of the GPU market. Management aims to restore margins to the mid-70% range by year-end, which could provide an additional tailwind to the stock.
Nvidia also reported $27.4 billion in net operating cash flow for the quarter, a 79.1% year-over-year increase. With $53.7 billion in cash and no short-term debt, Nvidia’s balance sheet remains a fortress.
Nvidia’s AI Ecosystem Anchors Long-Term Growth
At the 2025 GTC keynote earlier this year, Huang emphasized Nvidia’s $1 trillion opportunity in AI computing. He described Blackwell as a “40x leap” in performance over its predecessor, Hopper. The new Blackwell Ultra chips, set for release later this year, are expected to further boost Nvidia’s already dominant position in AI hardware.
Microsoft (NASDAQ:MSFT), a key Nvidia partner, is integrating Blackwell into its Azure cloud infrastructure—helping Nvidia scale its reach across global data centers.
Additionally, Nvidia’s CUDA software platform continues to lock in users. With over 4 million developers globally, its proprietary ecosystem creates high switching costs and ensures continued adoption of Nvidia hardware.
New AI Hardware Expands Market Leadership
Nvidia recently introduced the Blackwell NVL72 supercomputer, which complements other products like the Grace CPU, Grace-Hopper superchips, and the new Grace Blackwell DGX Station. These innovations further entrench Nvidia’s role in powering the next wave of AI and robotics applications.
Huang sees physical AI—a $50 trillion opportunity—as the next frontier. Nvidia’s Isaac and Cosmos platforms are positioned to transform industries like manufacturing, logistics, and healthcare with autonomous systems powered by its chips.
Analyst Sentiment Supports Nvidia Stock Forecast
Wall Street remains firmly bullish on Nvidia stock forecast trends. According to Barchart data, 37 out of 44 analysts rate NVDA as a “Strong Buy.” The average target price is $173.88, implying roughly 21.9% upside from current levels.
Given Nvidia’s clear lead in AI infrastructure, robust earnings trajectory, and upcoming product launches, the Nvidia stock forecast remains one of the most compelling among tech stocks in 2025.
Featured Image: Megapixl
Author Stephanie Bédard-Châteauneuf 
