Nvidia's stock jumped 4.8% yesterday after the publication of Goldman Sachs' latest recommendation with a new target price of $800 (previous one $625).
Nvidia is a company that has already monetized the artificial intelligence boom. Unlike other large American companies, analysts at Nvidia's earnings conference calls do not have to ask when and in what amount the investment in genAI will be monetized.
Goldman's analyst: “We believe Nvidia will remain as the industry gold standard for the foreseeable future given its robust hardware and software offerings and, importantly, the pace at which it continues to innovate.”
Just look at how quickly Nvidia's revenues are growing: from $5.93 billion in Q3 2022 to $20.2 billion in Q4 2023 and $29.4 billion in Q4 2025 (based on Wall Street expectations). See Figure 1.

The price has increased by 518% since the bottom in October 2022 until yesterday. For the last 12 months it is +229%, and only in 2024 (YTD) +40.0% - see Figure 2.

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