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Posted by
Two Blokes Apr 15 -
Filed in
Stock
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Nvidia Corporation faces significant trade uncertainties due to fluctuating tariffs and the impending AI Diffusion Rule, impacting its semiconductor exports and overall growth outlook. Despite these challenges, NVDA stock's valuation remains attractive, with projected FY26 revenue growth of 56% and EPS growth of 51%, trading at a forward P/E of 24.5x. The next 30 days are crucial for Nvidia to negotiate with the U.S. administration to potentially amend the AI Diffusion IFR and mitigate trade impacts.
