By Simply Wall St
Publication Date: 2026-06-11 00:20:00
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NVIDIA (NVDA) just signed multi-year agreements in South Korea to secure next generation memory from SK hynix and to support gigawatt scale AI factories with SK Telecom and NAVER, reinforcing its data center centric AI roadmap.
See our latest analysis for NVIDIA.
Despite heavy news flow and new agreements, NVIDIA’s recent share price momentum has cooled, with the stock down 6.7% over the past week and 8.7% over the past month, although the 1-year total shareholder return of 40.5% and very large 5-year total shareholder return indicate longer term holders have still seen sizeable gains.
If you are looking beyond NVIDIA and want to see what else is shaping AI infrastructure, this is a good moment to scan the broader opportunity set through the 48 AI infrastructure stocks
With NVIDIA now valued around US$5,042b and trading at US$200.42, yet sitting roughly 49% below the average analyst price target of US$298.93, the key question is whether that gap signals mispricing or if markets are already baking in future AI factory growth.
Most Popular Narrative: 41% Undervalued
According to the most followed narrative, NVIDIA’s fair value of $339.90 sits well above the last close at $200.42, creating a wide valuation gap for investors to weigh.
Nvidia will hit $400b annual revenue in 5 years time. ~90% of revenue will come from data centre…