$NVIDIA(NVDA)$ NVDA's Q3 results show reaccelerating revenue growth, robust data center demand, and continued leadership in AI compute. Q4 guidance implies further NVDA top-line acceleration, gross margin expansion to 75%, and strong operating efficiency as well. Despite competition and China uncertainty, NVDA’s pipeline, demand, and forward P/E of 36.4 offer a compelling entry.
Nvidia Corporation offers a compelling long-term entry after a 14% pullback, with bullish sentiment and robust AI-driven growth. NVDA's data center revenue surged 66% YoY in FQ3 2026, with $500B in confirmed AI chip orders and strong partnerships fueling demand. Valuation has become attractive: NVDA's P/E dropped to 44, below its five-year average, implying 11–50% upside depending on scenario. NVDA risks include potential AI bubble, regulatory hurdles, and production bottlenecks, but technicals and sentiment support a rebound thesis.