Why I Can’t Stop Buying Nvidia Stock

2 weeks ago 9

Vandita Jadeja

Thu, April 16, 2026 astatine 10:16 AM CDT 4 min read

Nvidia (NVDA) remains compelling with accelerating growth; existent terms $198.87 shows strength.
Structural lock-in deepens arsenic Data Center Networking grew 263% YoY, extending competitory advantage.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.

NVIDIA Corporation (NASDAQ:NVDA) continues to beryllium a compelling lawsuit survey successful accelerating maturation astatine scale. Every clip analysts suggest the communicative is priced in, the institution prints different 4th that makes the erstwhile 1 look modest. Here are 3 reasons I can't halt buying the stock.

Most businesses dilatory down astatine scale. NVIDIA is doing the opposite. Revenue grew 55.6% year-over-year successful Q2 FY2026, past 62.49% successful Q3, and past 73.21% successful Q4, reaching $68.12 cardinal successful that last quarter. Full-year FY2026 gross landed astatine $215.93 billion, up 65.47% year-over-year.

Net income for the afloat twelvemonth deed $120.06 billion, up 64.75%. Q4 nett income unsocial grew 94.47% year-over-year to $42.96 billion. The guardant guidance reinforces this: Q1 FY2027 gross is guided astatine astir $78.0 billion, implying important year-over-year maturation against Q1 FY2026's base, and explicitly excludes China Data Center compute gross owed to export restrictions. The maturation motor is firing adjacent with 1 cylinder removed.

READ: The expert who called NVIDIA successful 2010 just named his apical 10 AI stocks

A detailed, close-up changeable of a rectangular microchip with the Chinese nationalist emblem (red field, 5 yellowish stars) connected its apical surface. The spot emits a agleam orangish airy from its little edges, illuminating the surrounding acheronian bluish circuit committee which besides displays faint glowing orangish lines and blurred bokeh lights successful the background. The creation emphasizes technological advancement and integer connectivity.

What stands retired is the structural lock-in NVIDIA is building. Data Center gross represented 91.5% of Q4 gross astatine $62.31 billion, up 75% year-over-year. Within that, Data Center Networking grew 263% year-over-year to $10.98 cardinal successful Q4 alone, driven by NVLink cloth embedding itself deeper into hyperscaler buildouts.

CEO Jensen Huang noted that AWS, Google Cloud, Microsoft (NASDAQ:MSFT | MSFT Price Prediction) Azure, and Oracle (NYSE:ORCL | ORCL Price Prediction) are each deploying Blackwell contiguous and are already among the archetypal to deploy Vera Rubin-based instances. Meta Platforms (NASDAQ:META | META Price Prediction) committed to a multiyear concern spanning millions of Blackwell and Rubin GPUs. CoreWeave is collaborating to accelerate 5 gigawatts of AI factories by 2030.

The Vera Rubin level promises up to 10x simplification successful inference token outgo versus Blackwell. Each architecture rhythm extends the pb alternatively than giving competitors a accidental to adjacent the gap.

The existent multiples archer a antithetic story. NVIDIA trades astatine a guardant P/E of 23x connected a concern generating $96.57 cardinal successful escaped currency travel for FY2026, up 58.7% year-over-year. Q4 escaped currency travel unsocial reached $34.90 billion, up 124.42% year-over-year.

Read Entire Article