Analyst Sticks with Nvidia (NVDA) as AI Valuation Gap Widens

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Buzzing AI Stocks on Market Radar. On February 3, Morgan Stanley reiterated Nvidia and Broadcom as “Overweight.” The firm is sticking with both stocks, slightly favoring Nvidia due to a lower AI valuation multiple.

We prefer NVDA at the margin – materially lower P/E multiple on the AI component – but we are positive on both at this level, this is not zero sum. … .We have been somewhat surprised at AVGO’ s underperformance YTD after a weak close to 2025, and similar to NVIDIA, one of our biggest FAQs so far this year has been on what the cause of that underperformance is, and how those overhangs can be resolved positively or negatively in 2026.

Analysts on Wall Street have a consensus “Buy” rating on the stock. The average price target of $250 implies a 38.6% upside; however, the Street-high target of $432 implies an upside of 139.98%.

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NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.

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Disclosure: None. This article is originally published at Insider Monkey.