NVDA Stock Today, January 10: Evercore Top Pick as Valuation Debated
Nvidia stock sits at the center of today’s AI trade as Evercore ISI reaffirms Outperform and a $352 NVDA price target, naming it a top pick for 2026. The AI chip leader keeps drawing debate over growth durability and valuation. As of the latest available quote, shares traded near $188.12. For German investors, currency effects and access routes matter. We track NVDA alongside Wall Street calls and technicals to frame risk and reward without hype. Below we explain what the Evercore ISI rating means and what to watch next.
Evercore’s call and what it means
Evercore ISI reiterated Outperform on Nvidia stock and kept a $352 target, calling it a top pick for 2026. The team argues Nvidia could capture 70–80% of AI value given its platform strength in GPUs, software, and networking. Their view, shared via Yahoo Finance, keeps sentiment supportive into the next earnings cycle, with focus on data center demand and supply visibility.
Evercore highlights product cadence and ecosystem lock-in as potential tailwinds. For Nvidia stock, upside hinges on sustained data center orders, strong adoption of NVLink and networking, and monetization of CUDA and AI Enterprise. Better visibility into H100/B-series transitions and software revenue mix would back growth quality, helping justify premium multiples if execution remains tight across product launches.
Valuation debate in focus
The Financial Times notes the challenge of valuing Nvidia stock at current levels, with investors testing how long hypergrowth can run and what multiple is fair. The paper stresses the need to reconcile vast AI demand with potential competition and macro risks. Read the perspective here: Financial Times.
On the latest data, shares trade at a P/E near 45.6 and price-to-sales around 24. Gross margin stands near 70%, ROE over 100%, and debt-to-equity about 0.09. These are elite metrics, but rich multiples. For Nvidia stock, sustained revenue and free cash flow expansion are key to defending valuation as new competitors chase AI accelerators and specialized silicon.
What German investors should watch
Nvidia stock is quoted in USD, so euro-based investors face EUR/USD swings on returns. Many German brokers offer access to the U.S. listing during U.S. market hours. Liquidity and spreads tend to be best on primary venues. Consider order types, total fees, and tax treatment on U.S. dividends and capital gains when sizing positions and planning rebalancing.
Watch adoption trends among European cloud providers, carmakers, and industrial firms integrating AI. For Nvidia stock, Europe’s AI budgets, energy costs for data centers, and export controls can influence demand. Track supply visibility, lead times, and any signs of double ordering. A simple rule: if orders broaden beyond hyperscalers, growth durability improves and valuation risk eases.
Key levels and near-term catalysts
On recent figures, Nvidia stock traded near $188.12, with day range $186.15 to $193.63 and 52-week range $86.62 to $212.19. Price sits above the 50-day average $186.70 and the 200-day $161.87. RSI at 49.6 is neutral, ADX 12.4 signals no strong trend. Bollinger bands span $172.04 to $195.39. ATR at $5.30 implies active daily swings.
Earnings are scheduled for 25 February 2026 after the U.S. close. For Nvidia stock, listen for data center growth, product mix, and software revenue traction. Street consensus shows 62 Buys, 1 Hold, 1 Sell, plus 3 Strong Buys, with a $235 median target and $352 high. Volume trends near 183.5 million vs 187.0 million average round out the tape.
Final Thoughts
For German investors, Nvidia stock remains a high-quality AI leader with elite margins and a fortress balance sheet. Evercore’s Outperform and $352 target underscore platform strength and potential share gains in accelerators, networking, and software. The valuation case rests on growth durability, broadening end demand, and clearer software monetization. Near term, watch the February earnings print, data center order visibility, and any guidance on next-gen GPU ramps. Technically, momentum is neutral, so position sizing and risk controls matter. A balanced plan is to scale entries on weakness, revisit thesis if revenue quality fades, and account for EUR/USD movements in expected returns.
FAQs
Is Nvidia stock a buy after Evercore’s reiterated Outperform?
Evercore ISI kept an Outperform and a $352 target, citing Nvidia’s platform lead across GPUs, networking, and software. If you can accept volatility and currency risk, a staged approach may fit. Confirm thesis points at earnings: data center growth, supply visibility, and software mix. Use stops, size prudently, and recheck the story if margins or backlog soften.
How should German investors handle currency risk in Nvidia stock?
Since shares trade in USD, euro-based returns will vary with EUR/USD moves. You can hedge via multi-currency accounts, FX forwards offered by some brokers, or use partial hedges tied to position size. Review broker fees, roll costs, and tax implications. If you do not hedge, consider a wider return band and longer holding period to smooth currency swings.
What valuation markers matter most for Nvidia stock now?
Focus on revenue growth, free cash flow, and consistency in data center demand. Track P/E and price-to-sales versus growth rates to gauge whether multiples are sustainable. Watch gross margin trend, software revenue contribution, and capex needs at cloud customers. If growth outpaces dilution from competition and macro headwinds, the premium can hold; if not, expect compression.
Disclaimer:
The content shared by Meyka AI PTY LTD is solely for research and informational purposes. Meyka is not a financial advisory service, and the information provided should not be considered investment or trading advice.
