Nvidia Continues to Be the Core Engine of AI, Says Analyst. Plus, Walmart and 4 More Stocks.
These reports, excerpted and edited by Barron’s, were issued recently by investment and research firms. The reports are a sampling of analysts’ thinking; they should not be considered the views or recommendations of Barron’s. Some of the reports’ issuers have provided, or hope to provide, investment-banking or other services to the companies being analyzed.
NVDA-1.45% • NVDA-Nasdaq
Strong Buy • $214.86 on May 27
by Tigress Research
Nvidia continues to be the core infrastructure engine of the artificial-intelligence factory era, using unmatched full-stack technology leadership and surging AI capital expenditure to drive powerful, durable revenue, cash-flow, and shareholder value growth.
Nvidia’s record fiscal first-quarter 2027 results showcase explosive AI factory demand, deepening full-stack platform leadership, and rising capital returns, reinforcing its role as the core beneficiary of the global AI buildout….
Nvidia’s capital allocation strategy, powered by its AI-driven cash flywheel, prioritizes funding its high-return growth initiatives, expanding its AI ecosystem, and returning significant excess cash to shareholders. Target price: $425.