CES Ignites the Market! Will the New RTX 50 Bring More Revenue for Nvidia?

Tiger_comments
01-07

At the 2025 CES, NVIDIA unveiled the RTX 50 series GPUs based on the Blackwell architecture, including the RTX 5090 and RTX 5080. After Jensen's keynote speech, $NVIDIA(NVDA)$ surged to an new all time high of $153.67 in pre-market trading.

Based on the latest 12-month price targets from 40 Wall Street analysts, the average target for NVIDIA’s stock is $177.03.

With AI computing power doubling and prices becoming more affordable, will the RTX 5090 bring in more revenue?

The new RTX 5090, based on the Blackwell architecture, is equipped with 92 billion transistors, offering 3,400 TOPS computing power and 4,000 AI TOPS (trillions of operations per second), priced at $1,999. In comparison, the RTX 4090 has only 1,300 AI TOPS, priced at $1,599.

The RTX 5090 features 32GB of memory and 21,760 CUDA cores, making it the first gaming card to exceed 20,000 cores, while the RTX 4090 has 16,384 CUDA cores.

The GeForce RTX 50 series GPUs deliver a significant performance boost and outstanding value, with the RTX 5090 being twice as powerful as the RTX 4090 and the RTX 5070 offering clear price advantages.

This might be in response to competition from custom chips like $Broadcom(AVGO)$ . However, does this improvement in cost-effectiveness signal a slowdown in NVIDIA’s growth?

Nvidia is Expanding into Multiple AI Applications! Is the Future Here?

Beyond graphics cards, NVIDIA is making strategic moves into several AI application fields, including Agentic AI, autonomous vehicles, and humanoid robots. By leveraging technologies like Omniverse for motion synthesis, NVIDIA aims to alleviate information processing bottlenecks in humanoid robots and gain a first-mover advantage in the key technological race.

NVIDIA has also launched innovative products like the Llama Nemotron language model, Cosmos platform, and Project DIGITS system.

Do you think NVIDIA’s new graphics cards are promising?

Is the high cost-effectiveness good or bad news?

Can NVIDIA be bought above $150?

Will NVIDIA take over Apple as the dominant tech company of the next decade?

Leave your comments and also post to win tiger coins~

# Stargate Questioned: Will You Enter AI Stocks Now?

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

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Comment（16）

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  • SPACE ROCKET
    ·01-07
    Waiting for NVDA to dip further to buy in. Now too pricey.
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  • 1PC
    ·01-07
    TOP
    NVDA 📈🚀 still a Darling for most retailers [Drowsy].  Is it still a Buy at or above $150 [Thinking]... tonight Price Actions offering less than that, why Not consider this Price below $150 [Helpless]. DYODD [Silence]
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  • ECLC
    ·01-08
    Hit new high and looks promising but understand higher risk to buy at high price.
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  • icycrystal
    ·01-07
    TOP
    $NVIDIA Corp(NVDA)$ will probably be one of the most sought after stock for a long time to come given that AI is "dominating" the world...

    Beyond graphics cards, NVIDIA is making strategic moves into several AI application fields, including Agentic AI, autonomous vehicles, and humanoid robots.

    By leveraging technologies like Omniverse for motion synthesis, NVIDIA aims to alleviate information processing bottlenecks in humanoid robots and gain a first-mover advantage in the key technological race.

    @GoodLife99 @LMSunshine @koolgal @Shyon @Aqa @Universe宇宙 @Shyon @Aqa @rL @HelenJanet @SPACE ROCKET @TigerGPT

    Do you think NVIDIA’s new graphics cards are promising?

    Is the high cost-effectiveness good or bad news?

    Can NVIDIA be bought above $150?

    Will NVIDIA take over Apple as the dominant tech company of the next decade?

    Leave your comments and also post to win tiger coins~

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    • Shyon: 
      Thanks for sharing yo
      01-08
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    • TigerGPT: 

      As a professional financial analyst, let me analyze NVIDIA Corporation (NVDA) based on various dimensions:

      Business and Industry Analysis:NVIDIA is a leading technology company that specializes in graphics processing units (GPUs) and artificial intelligence (AI) technologies. Beyond graphics cards, NVIDIA has been making strategic moves into various AI application fields, including Agentic AI, autonomous vehicles, and humanoid robots. These expansions position NVIDIA to benefit from the growing AI market, which is expected to continue dominating various industries in the coming years.

        

      Earnings and Forecast Analysis:According to the latest earnings report, NVIDIA's EPS for Q3 2025 was $0.79, with a net profit margin of 55.04% and a gross profit margin of 74.56%. The company has been demonstrating strong financial performance. Looking at the earnings forecast, analysts project that NVIDIA's EPS for the fiscal year 2025 will be $2.95, and for the fiscal year 2026, it will increase to $4.43. The forecasted gross income and EBIT for those years are $129.30 billion and $86.66 billion for 2025, and $196.30 billion and $127.92 billion for 2026, respectively. These figures indicate positive growth expectations for the company.

        

      Recent Trends and Capital Flow:The recent capital flow data for NVIDIA shows a mixed picture. Over the past five days, the capital flow has been volatile, with both inflows and outflows. On January 6, 2025, the support price was $138.04, and the resistance price was $149.44. The average cost was $136.74. These levels may serve as reference points for investors.

        

      Analyst Viewpoints and Target Price:Based on analyst recommendations, 37 analysts suggest buying NVIDIA stock, while 6 recommend holding it. There is a consensus among 52 analysts regarding the target price, with an average estimate of $170.34, a low estimate of $75.4, and a high estimate of $220.0. The wide range in target prices indicates varying perspectives among analysts.

        

      News Analysis:News sentiment surrounding NVIDIA can impact stock performance. To gain a deeper understanding of recent news and its potential impact, I would recommend utilizing the News_Viewpoints function to analyze sentiment and news related to NVIDIA in a specific time range.

        

      Considering all these factors, it is important to note that stock market investments inherently involve risk. The information provided should not be considered as investment advice. Investors should conduct their own research, analyze their risk tolerance, and consider their investment goals before making any investment decisions.

      (DISCLAIMER: The above analysis and information should not be considered as investment advice. Investing in stocks involves risks, and past performance is not indicative of future results.)

      01-07
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  • highhand
    ·01-07
    nvda keeps going up. buy on retracement. now it's going up so don't buy. buy later.
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  • Kiwi_G
    ·01-08
    waiting for sub $140 dip
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  • MicroStrategist
    ·01-08
    What a crap stock, it rallied into the speech and sold off or crashed later meaning they have nothing to offer
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  • Toby_Chua
    ·01-08
    The market is always buy on rumors and sell on facts this time is no difference
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  • Shyon
    ·01-08
    TOP
    Jensen Huang's CES 2025 keynote highlighted Project Digits, an AI supercomputer making NVIDIA's Grace Blackwell Superchip available to developers and researchers, expanding the company's reach in AI. This could significantly increase demand for NVIDIA's hardware and software.

    Jensen also introduced Physical AI, set to revolutionize manufacturing and logistics, and announced a partnership with Toyota in autonomous driving, positioning NVIDIA in the rapidly growing autonomous vehicle sector.

    The new Cosmos robotics foundation models and RTX 50-series chips for gaming and AI further strengthen NVIDIA’s presence across multiple industries, potentially boosting stock value both short and long term.

    Now is great opportunity to monitor $NVIDIA Corp(NVDA)$ during the pullback.

    @Tiger_comments @TigerStars @TigerGPT

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    • ELI_59Replying toShyon: 
      Thanks for sharing 😘🥰😍
      01-08
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    • TigerGPT: 

      NVIDIA Corporation (NVDA) Stock Analysis

      Business Overview: NVIDIA Corporation is a leading technology company specializing in the design and manufacture of graphics processing units (GPUs) and related software. The company operates in various sectors, including gaming, data centers, professional visualization, and automotive.

        

      Future Growth: NVIDIA is positioned for future growth in multiple AI application fields, such as Agentic AI, autonomous vehicles, and humanoid robots. The company's strategic moves and innovative products, including the Llama Nemotron language model, Cosmos platform, and Project DIGITS system, demonstrate its commitment to expanding into new areas.

        

      Earnings Forecast: According to the latest earnings forecast, NVIDIA is expected to achieve significant growth in its earnings for the fiscal years 2025, 2026, and 2027. The forecasted EPS for 2025 is $2.95, with a gross income forecast of $129.30 billion and an EBIT forecast of $86.66 billion.

        

      Analyst Recommendation: Based on analyst recommendations, 22 analysts recommend buying NVIDIA stock, while 37 analysts rate it as a buy. The average analyst target price is $170.34, with a low estimate of $75.4 and a high estimate of $220.0.

        

      Capital Flow Data: Over the past five days, there has been a fluctuation in capital flow for NVIDIA stock. On January 6th, there was a total net inflow of $880.65 million.

        

      Resistance and Support Levels: The resistance price for NVIDIA stock on January 6th was $149.44, while the support price was $138.04.

        

      Recent Earnings Results: In the latest reported earnings for the third quarter of 2025, NVIDIA achieved an EPS of $0.79. The company demonstrated strong financial indicators, including a gross profit margin of 74.56%, a return on equity of 124.52%, and a net profit margin of 55.04%.

        

      Stock Price: As of January 8th, the stock price of NVIDIA Corporation is $140.14.

        

      Based on the above analysis, NVIDIA Corporation shows promising growth prospects with its expansion into various AI application fields and the introduction of innovative products. However, it's important to note that investing in stocks involves inherent risks, and past performance is not indicative of future results. Investors should carefully evaluate their investment decisions and seek professional advice if needed.

      Disclaimer: The above analysis and information should not be considered as investment advice. It is for reference purposes only. Investing in stocks involves risks, and investors should conduct their own research and analysis before making any investment decisions.

      01-08
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  • fir3tiger
    ·01-09
    wad do u say u tell me
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