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Opinion: Nvidia Poised for March Bounce on AI Strength and Forward Valuation

An analysis contends the shares look reasonably priced on projected earnings following rapid data-center growth.

Overview

  • The Yahoo Finance column predicts Nvidia’s stock could rally in March, framing the call as an opinion on valuation and momentum.
  • At about $195 per share, the piece cites roughly 25 times forward earnings versus nearly 40 times on trailing EPS of $4.93.
  • Nvidia’s latest quarter showed about 73% revenue growth and the company issued strong guidance for the year.
  • U.S. export restrictions to China ordered by President Donald Trump in April 2025 led to a sizable write-down that weighed on trailing results.
  • The article notes possible progress toward China export approvals remains unconfirmed, and Nvidia’s near-term outlook excludes any China revenue.