Nvidia shares moved higher this week as Wall Street analysts weighed in and attention turned to the company's Vera CPU.
According to GuruFocus, Nvidia (NVDA) shares gained after Bernstein affirmed its "Outperform" rating on the stock — a signal that the firm still expects the chipmaker to beat the broader market.
The bullish case extends further. Barchart.com reports that analysts continue to view Nvidia as "a bargain," pointing to roughly 57% upside in the stock. That framing suggests some on Wall Street think the shares have room to run despite Nvidia's already enormous size.
Much of the forward-looking discussion centers on Nvidia's Vera CPU. Forbes raises the question of whether the Vera CPU is "already priced into" Nvidia's stock — in other words, whether investors have baked expectations for the new chip into today's share price, or whether it could still drive gains.
Not every signal is rosy. The Globe and Mail notes that Nvidia stock has underperformed the semiconductor sector in 2026, and asks whether it will "skyrocket" in the second half of the year. Separately, both The Globe and Mail and MSN ask whether Nvidia is still a "millionaire-maker" stock and whether the chipmaker can "regain its mojo" — language that reflects lingering doubts even amid the optimism.
Taken together, the coverage paints a stock at a crossroads: a respected analyst reaffirming confidence and a sizable upside target on one side, underperformance and open questions about its newest CPU on the other.
Why it matters: Nvidia is one of the most heavily owned and closely watched stocks in the market, so how investors judge its next chip and analyst calls can ripple across the broader technology and semiconductor sectors.