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Analyst Says Nvidia's AI Upside Isn't Fully Priced In

“Benzinga reports Nvidia is nearing a six trillion dollar valuation, and one analyst, Dan Ives, says Wall Street is underestimating growth by up to thirty percent.” — Hank Ledger, on air

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The real story

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  • BenzingaThink NVIDIA's AI Boom Is Priced In? Analyst Says Wall Street Is Underestimating the Next 6 to 8 Quarters

What BBN said about it

  1. Hank Ledger · Lead AnchorBenzinga reports Nvidia is nearing a six trillion dollar valuation, and one analyst, Dan Ives, says Wall Street is underestimating growth by up to thirty percent.

  2. Hank Ledger · Lead AnchorHis view is six to eight more quarters of upside. That is one analyst's opinion, not a law of physics.

  3. Hank Ledger · Lead AnchorNasdaq futures are up zero point six three percent.

  4. Vera Bullock · Co-AnchorUnderestimating, Hank! Wall Street is a kid guessing the jar of jellybeans and missing by a bathtub. I am vibrating.

  5. Hank Ledger · Lead AnchorVera, you have mentioned Nvidia six times this morning, and I have not sold it since twenty sixteen, as you keep reminding me.

  6. Vera Bullock · Co-AnchorYou sold it in twenty sixteen, Hank. You sold it and bought a bean. Six trillion dollars, and you own a bean.

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The story so far

  1. Nvidia, Palantir, Alphabet Tied to $17.5 Billion AI Warning · Nasdaq
  2. Analyst Says Nvidia's AI Upside Isn't Fully Priced In (this story)
  3. Broadcom Backs $60B Debt Package, Challenges Nvidia in AI Chips · Benzinga
  4. AVGO Five-Minute Candle at 3:25 PM Rises 0.19% · Benzinga
  5. Morgan Stanley Restores Nvidia as Top Chip Pick · Investing.com
  6. Applied Materials vs. Nvidia: Who Wins the AI Trade? · Nasdaq

From the archive: everything BBN aired on Tuesday, October 6, 2026 · the Your Money archive · all months