Märkte Insight: Gute Nachricht für Anleger: Die Nvidia-Aktie ist so billig wie seit mehr als zehn Jahren nicht mehr
In der gesunkenen Bewertung des US-Chipkonzerns zeigt sich die Skepsis von Investoren. Zwei Argumente sprechen nun für die Nvidia-Aktie, meint Andreas Neuhaus.
Good news for investors as Nvidia stock is as cheap as it has been in over a decade, according to market analysis. The AI boom has made Nvidia the most valuable company in the world, with a market capitalization of over five trillion dollars. Despite this, the stock's valuation is low compared to ten years ago, with a price-to-earnings ratio of just 17, compared to 20 for the S&P 500.
This presents an opportunity for new investors, as Nvidia is one of the biggest profit-makers in the AI boom. The company supplies high-performance chips needed for training language models like ChatGPT and Gemini, and big AI developers such as OpenAI and Meta have spent hundreds of billions of dollars on such processors. Nvidia's profits have skyrocketed in recent years, with the stock up nearly 1000% in five years.
Financial Chief Colette Kress expects revenue growth of 70% for Nvidia's fiscal year 2028, which begins in spring 2027, with extremely high margins. Nearly 60 cents of every dollar in revenue remains as profit in the most recent quarter. Analysts are generally recommending buying the stock, with 79 out of 82 experts advising this.
The target price is $323, more than 40% above the current level. However, some investors are questioning Nvidia's ability to maintain its margins as it may attract competition that could lower margins. The fears are understandable, as high margins attract competition, which could limit Nvidia's profit growth. So far, doubts about the valuation haven't been proven true, and Nvidia continues to grow faster than expected.
The market for Nvidia's products is growing so rapidly that the company is consistently beating analyst expectations. So, Nvidia's earnings series may not have an expiration date, but nobody knows for sure. The second good news for investors is that the valuation doubts show that investors are taking a more rational and selective approach to the AI boom in the stock market, which suggests that a speculative bubble may not be forming.
Written by urgent.news from Handelsblatt's reporting — not their text. Machine-written — may contain errors; check the original before relying on it.
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