By Simply Wall St
Publication Date: 2026-04-29 17:06:00
Make better investment decisions with Simply Wall St’s easy, visual tools that give you a competitive edge.
News that OpenAI missed internal growth goals briefly pressured AI chip names, but NVIDIA (NVDA) still sits on strong recent earnings, firm guidance and large multi year commitments from major cloud customers.
See our latest analysis for NVIDIA.
Even with the recent 1 day share price return of 1.59% and volatility around OpenAI related headlines, NVIDIA still reflects strong momentum, with a 30 day share price return of 29.06% and a 1 year total shareholder return of 95.76%. This points to gains that have been built over several years rather than just this latest news cycle.
If you are watching how AI infrastructure stories ripple across the market, it can be useful to see which other names are riding similar trends through our screener of 38 AI infrastructure stocks
With NVIDIA now valued at about US$5.18t and trading at roughly a 26% discount to the average analyst price target, the key question is simple: is the recent pullback creating an opening, or is the market already paying for years of future growth?
Most Popular Narrative: 25.2% Overvalued
At a last close of $213.17 versus a narrative fair value of $170.26, the most followed valuation story on NVIDIA points to a meaningful premium.
$400b annual revenue assumes Nvidia continues to be dominant in GPU design and AI software stack. Successful competition from AMD, Intel, or a Chinese…
