Nvidia Stock Drops After Huang's CES Keynote: Analysts Dub It 'End-To-End AI Shop'

NVIDIA Corporation (NVDA) has sparked discussions among analysts following CEO Jensen Huang's keynote at the 2025 CES conference. While Nvidia introduced new products and highlighted growth in key areas such as artificial intelligence and robotics, some analysts expressed concerns that the presentation may have been too technical to resonate with investors.

Analysts' Perspectives on Nvidia

Benchmark analyst Cody Acree maintained a Buy rating on Nvidia, setting a price target of $190. Similarly, Bank of America analyst Vivek Arya echoed this sentiment with a Buy rating and the same price target.

Acree described Huang’s keynote as a "master-class on the current state and direction of the AI industry," but noted that it may have focused too much on intricate technical details. "We believe many investors were hoping for more concrete progress updates," he stated, emphasizing that the unveiling of the Nvidia 5000 series and the Cosmos platform announcement for autonomous vehicles were significant highlights.

Nvidia's Product Launches and Future Goals

Acree remarked that Nvidia's automotive vertical business, which includes partnerships with several automotive companies, is poised to grow to around $5 billion by fiscal year 2026. He highlighted that Nvidia's platforms encompass training in the cloud, simulation, and computation in vehicles.

Bank of America analyst Arya pointed out that Huang's CES keynote illustrated Nvidia's dominance in the AI sector across multiple segments such as cloud, enterprise, and consumer markets. He noted noteworthy advances such as the full production of the Blackwell accelerators and the introduction of Nvidia-optimized open-source LLMs.

Arya characterized Nvidia as an "end-to-end AI shop," expanding its services from cloud solutions to enterprise applications and consumer products. The launch of the RTX 5000 series stands out, especially as competitors like AMD did not announce their next-generation GPUs, which analysts had anticipated.

Nvidia Stock Performance

Despite the positive outlook expressed by analysts, Nvidia's stock saw a decline of 5.3%, bringing it down to $141.48. The stock has had a strong performance over the past year, boasting a 172% increase compared to its trading range of $49.48 to $153.13.

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Nvidia, Stock, Keynote