Nvidia's Stock Reaction to Huang's CES Keynote: Insights from Analysts

Nvidia Corporation (NASDAQ:NVDA) is in the spotlight following CEO Jensen Huang's keynote at the 2025 CES conference. Analysts are reacting to the company's latest announcements and product launches, with a focus on its growth in robotics and artificial intelligence.

The Analysts' Perspectives:

• Benchmark analyst Cody Acree has maintained a Buy rating on Nvidia, setting a price target of $190.
• Bank of America analyst Vivek Arya also reaffirms a Buy rating, with the same price target of $190.

Benchmark's Take on Nvidia: In a recent investor note, Cody Acree described Nvidia's CES keynote as "solid, but somewhat muted." While he acknowledged that Huang's presentation was a "master-class" on the current state of the AI industry, he noted that it might have been too technical. As a result, some investors may feel confused about the immediate outlook for Nvidia's upcoming Blackwell architecture and next-generation GPU platform.

Acree expressed that investors were likely hoping for clearer progress updates. He did highlight significant product announcements like the new Nvidia 5000 series and emphasized the importance of AI agents and the Cosmos platform for autonomous vehicles and robotics, stating, "NVIDIA's automotive vertical business is expected to expand to around $5 billion in the fiscal year 2026."

Bank of America's Insights: In his analysis, Vivek Arya emphasized Nvidia's strong positioning in the AI market as showcased during Huang's keynote. He pointed out highlights such as the full production of the Blackwell accelerators, the broadened AI capabilities through the Cosmos platform, and growth in the automotive sector. Arya remarked on the introduction of Nvidia's personal AI supercomputer, dubbed Nvidia DIGITS, which operates the entire Nvidia AI stack, showing the company's innovation in consumer devices.

He characterized Nvidia as an "end-to-end AI shop," illustrating its expansive reach, spanning cloud, enterprise, and consumer segments. Notably, Aya mentioned that while competitors like AMD did not unveil their next-generation GPUs during the CES presentations, Nvidia continues to lead in this critical sector.

Nvidia's Stock Performance: Following the keynote, Nvidia's stock saw a decline of 5.3%, settling at $141.48. This contrasts with the stock's 52-week trading range, which lies between $49.48 and $153.13. On a brighter note, Nvidia's shares have appreciated by 172% over the previous year, indicating substantial growth despite the recent dip.

Looking Ahead: Investors and analysts are keenly watching Nvidia's next moves as the company continues to innovate and expand within the AI landscape. As Nvidia pursues growth in various sectors, the market will be watching for further product details and broader market impacts.

Nvidia, AI, CES