By Ghazal Ahmed
Publication Date: 2025-12-14 18:51:00
NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks in the Spotlight for Investors. On December 11, BofA Securities analyst Vivek Arya reiterated a Buy rating on the stock with a $275.00 price target.
The bank believes that Nvidia shares remain compelling at current levels due to its unmatched leadership, long-term visibility, and margin durability.
The firm hosted Nvidia’s Investor Relations representative Toshiya Hari for a virtual investor meeting, during which several key takeaways were highlighted. First, the firm noted how Nvidia’s GPUs are a “full generation ahead of competition.”
Current available GPU-based LLMs were trained on old Hopper architecture instead of Blackwell (LLMs to be available in early 2026), which offers 10x–15x better generation-over-generation performance.
Second, the analyst noted that the next-generation Vera Rubin is on track for 2H26 and there are no changes to roadmap. Pre-fill inference CPX version also remains scheduled for Q4 2026.
Demand for the company remains broad-based, led by significant and growing customers such as Google. Major model builders also continue to rely on Nvidia for training.
The company also enjoys both demand and supply visibility into a $500B sales outlook in CY25-26 “at the minimum” along with incremental OpenAI/Anthropic partnerships.
The firm further highlighted Nvidia’s co-design with customers, with an end-to-end platform of CPUs, GPUs, scale-up, scale-out,…
