NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Gaining Attention on Wall Street. On January 6, UBS analyst Timothy Arcuri reiterated a Buy rating on the stock with a $235.00 price target. The rating affirmation follows Nvidia’s recent Consumer Electronics Show (CES) at Las Vegas.
Analyst Timothy Arcuri anticipates Nvidia’s stock price to be driven by upward EPS revisions for calendar years 2026 and 2027. The AI chipmaker has demonstrated robust demand at the event, highlighting how agentic AI and physical AI are beginning to contribute this year.
Nvidia also discussed its Vera Rubin Platform at the event, which is now in full production and is anticipated to ramp in the second half of 2026. Meanwhile, for the Groq acquisition, the firm noted how the AI chipmaker has highlighted the on-chip memory opening new markets where low-latency is critically important. However, the company still expects Rubin to represent an estimated 90% of compute deployed.
The firm has kept its current estimates unchanged, but noted that there is an upside risk to 2026-2027 forecast because of faster product cycle times, the rollout of Rubin, and the likelihood that China shipments resume. The firm had previously anticipated this could add an estimated $8-10 billion per quarter in additional total revenue potential.
NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
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