Even with recent market pullbacks and growing geopolitical concerns, investors are still bullish on Nvidia stock 2025. According to Bernstein analysts, the AI revolution is still in its early innings—and Nvidia (NASDAQ:NVDA) is positioned at the center of it all.
Despite a modest dip in valuation, analysts believe Nvidia’s long-term prospects remain strong, driven by soaring demand for its new Blackwell GPUs, its dominance in the AI chip space, and expansion into robotics and industrial automation.
Blackwell GPUs: The Heart of Nvidia’s Next Growth Cycle
A core reason to remain optimistic about Nvidia stock 2025 lies in the company’s latest product cycle. The Blackwell GPU architecture is already generating extraordinary demand—so much so that supply is reportedly sold out through all of next year.
Bernstein has raised its price target for NVDA to $185, well above the current price around $145, citing tight supply and pricing power as key revenue drivers. Nvidia’s dominance in the GPU market, where it controls over 90%, gives it unmatched leverage with tech giants such as Microsoft (NASDAQ:MSFT), Google (NASDAQ:GOOGL), Meta Platforms (NASDAQ:META), and Tesla (NASDAQ:TSLA).
As these firms expand their AI data centers, Nvidia’s chips remain critical components, allowing it to maintain pricing power even in a high-cost environment.
Robotics and AI: Nvidia’s Expansion Beyond Chips
Beyond GPUs, Nvidia stock 2025 offers exposure to a broad range of disruptive technologies. One emerging area is humanoid robotics. Nvidia recently partnered with Hexagon to develop AEON, an AI-powered robot designed for complex industrial tasks.
AEON is trained using Nvidia’s AI supercomputers and tested in virtual simulations via its Omniverse platform. This holistic ecosystem—AI training, simulation, and real-world execution—gives Nvidia an advantage in reducing development time while expanding into sectors facing labor shortages.
The AEON robot is built to handle high-precision tasks like part inspection, manipulation, and mobility. This positions Nvidia as a key player in automation across manufacturing, logistics, and infrastructure—massive industries experiencing chronic labor gaps.
Valuation Reset Makes Nvidia Stock Attractive
One of the strongest arguments in favor of Nvidia stock 2025 is its improved valuation. After its recent dip, NVDA now trades at 33.6x forward earnings—well below its five-year average of 49.2x. This reset provides a more compelling entry point for long-term investors.
According to Bernstein, concerns that the AI-driven rally is over are premature. The global AI market is projected to grow at a 42% compound annual rate over the next decade. Nvidia is likely to benefit disproportionately from this growth due to its technological moat and broad ecosystem.
Analyst Sentiment Remains Overwhelmingly Bullish
Out of the 44 analysts covering Nvidia stock 2025, 37 rate it as a “Strong Buy,” with only one “Strong Sell” recommendation. The consensus target price is $174, suggesting a 20%+ upside from current levels.
This bullish outlook is supported not just by GPU demand, but also Nvidia’s growing presence in sectors like data centers, sovereign AI, gaming, autonomous vehicles, and high-performance computing.
Final Thoughts: Nvidia Is Just Getting Started
Despite short-term volatility, the long-term growth story for Nvidia stock 2025 remains intact. With new product launches, expansion into robotics, and a recalibrated valuation, Nvidia continues to offer one of the most compelling opportunities in tech.
For investors seeking exposure to the future of AI, automation, and computing, Nvidia remains a name to watch—and potentially, to own.
Featured Image: Megapixl
Author Stephanie Bédard-Châteauneuf 
