Nvidia shares climbed after Tigress Financial Partners reaffirmed its bullish stance on the semiconductor giant, describing the company as the “premier AI investment” and raising its price target to $350. The call adds to a growing wave of optimism around Nvidia’s long-term positioning at the center of the global artificial intelligence buildout.
Tigress cited Nvidia’s dominant role across the AI value chain, from data center accelerators and networking to software platforms that lock in customers and expand margins. The firm said Nvidia’s end-to-end ecosystem gives it an advantage competitors have struggled to replicate, particularly as enterprises and governments accelerate spending on generative AI, cloud infrastructure, and advanced computing.
The revised target reflects expectations that demand for Nvidia’s latest AI chips will remain robust well into the next decade. According to Tigress, hyperscalers, sovereign AI initiatives, and large enterprises continue to prioritize Nvidia hardware for training and inference workloads, even as alternatives enter the market. The firm noted that supply constraints seen earlier in the AI cycle are easing, allowing Nvidia to convert its backlog into sustained revenue growth.
Beyond hardware, Tigress highlighted Nvidia’s software and services strategy as a key driver of valuation upside. Platforms such as CUDA, enterprise AI software, and industry-specific solutions are expected to deepen customer reliance and create recurring revenue streams. This, the firm argued, supports higher long-term margins and reinforces Nvidia’s pricing power.
The bullish call comes as Nvidia remains one of the most closely watched stocks on Wall Street, often seen as a proxy for broader sentiment around AI adoption. Analysts have increasingly framed Nvidia less as a cyclical chipmaker and more as a foundational infrastructure provider for the AI economy.
While Tigress acknowledged near-term volatility tied to market conditions and valuation concerns, it maintained that Nvidia’s growth trajectory justifies a premium. The firm said continued innovation, expanding partnerships, and execution across data centers, automotive, and edge computing underpin its confidence in the stock’s long-term upside.
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