By Khac Phu Nguyen
Publication Date: 2026-08-20 18:04:00
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA), the dominant supplier of artificial-intelligence accelerators, held nearly flat at $217.55 Thursday morning, refusing to crack as higher Treasury yields pressured some of the market’s biggest growth names. Amazon (NASDAQ:AMZN), Tesla (NASDAQ:TSLA), Alphabet (NASDAQ:GOOG) and Microsoft (NASDAQ:MSFT) all moved lower, yet Nvidia stayed remarkably steady. That is the first signal investors should watch: even with the 10-year Treasury yield pushing toward 4.7%, sellers have struggled to knock the AI heavyweight meaningfully lower.
Wall Street is still betting there is plenty more runway. Barron’s reported that Stifel analyst Ruben Roy reiterated a $282 price target, while Oppenheimer analyst Rick Schafer maintained a $265 target. From $217.55, those targets imply roughly 30% and 22% upside, respectively.
The GuruFocus picture adds another bullish layer. Nvidia carries a GF Score of 95 out of 100 for 2026, with profitability nearly maxed out and growth and financial strength also scoring exceptionally well. Momentum remains strong, while GF Value is the obvious weak link. Translation: Nvidia’s business machine is firing on almost every cylinder, but the stock’s valuation still demands execution.
The scale behind that confidence is staggering. Fiscal first-quarter revenue…
