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NVIDIA Maintains "Buy" Rating Amid AI Spending Slowdown Concerns
17 Nov
Summary
- Analyst maintains "Buy" rating on NVIDIA stock with $275 price target
- AI infrastructure spending remains robust, NVIDIA well-positioned
- Short-term challenges like uneven gaming sales, but long-term outlook intact
According to a recent analysis, NVIDIA Corporation (NASDAQ:NVDA) is well-positioned to weather the current concerns over a slowdown in AI spending. On November 10, 2025, analyst Vivek Arya maintained a "Buy" rating on NVIDIA's stock, with a price objective of $275.
The analyst acknowledges that investors have been worried about the slowdown in AI spending, but believes this skepticism is actually a good thing as it indicates the market is cautious and not overly excited, leaving room for steady gains. Arya notes that the recent weakness in AI chip stocks was due to broader market issues, and there is nothing fundamentally concerning about the AI story itself.
In fact, the analyst believes NVIDIA's AI infrastructure spending remains robust, and the company is at the center of this buildout. NVIDIA's main growth engines, including AI data centers, networking, and accelerated computing, are all on track. While Arya noted some short-term challenges, such as uneven gaming sales or project delays in new data centers, the company's long-term outlook remains intact.
Considering NVIDIA's dominant market position and growing order book, the analyst believes the company is one of the most compelling ways for investors to be part of the AI revolution. Despite the potential challenges, NVIDIA appears poised to continue its strong performance in the years ahead.
