According to a report released by Morningstar, Nvidia's reasonable value assessment is $280 per share, and there is still room for an increase of about 40% compared to last Friday's closing price. Morningstar believes that there are two core factors supporting this evaluation: first, Nvidia has a broad economic moat, and its GPU chips, CUDA software ecosystem and related products still have technical advantages that are difficult to replace in the market; second, as major cloud service providers continue to invest more in AI infrastructure, Morningstar expects Nvidia's revenue to maintain strong growth momentum, and is even optimistic that its 2027 revenue growth rate will reach 80%. Brian Colello, senior stock analyst at Morningstar, said, “Given that AI capital expenditure is likely to remain strong in the short and medium term, and that it is expected to continue to grow even in the long term, we think the market has underestimated Nvidia's growth prospects, and currently this stock looks very cost-effective.”

According to a report released by Morningstar, Nvidia's reasonable value assessment is $280 per share, and there is still room for an increase of about 40% compared to last Friday's closing price. Morningstar believes that there are two core factors supporting this evaluation: first, Nvidia has a broad economic moat, and its GPU chips, CUDA software ecosystem and related products still have technical advantages that are difficult to replace in the market; second, as major cloud service providers continue to invest more in AI infrastructure, Morningstar expects Nvidia's revenue to maintain strong growth momentum, and is even optimistic that its 2027 revenue growth rate will reach 80%. Brian Colello, senior stock analyst at Morningstar, said, “Given that AI capital expenditure is likely to remain strong in the short and medium term, and that it is expected to continue to grow even in the long term, we think the market has underestimated Nvidia's growth prospects, and currently this stock looks very cost-effective.”