William Blair Maintains Bullish Stance on NVIDIA (NVDA) Stock

NVIDIA Corporation (NASDAQ:NVDA) is one of the Best Stocks to Invest in for the Next 5 Years. On September 9, William Blair analyst Sebastien Naji maintained the bullish stance on the company’s stock, giving a “Buy” rating. The analyst’s rating is backed by a combination of factors demonstrating NVIDIA Corporation (NASDAQ:NVDA)’s strategic advancements and competitive positioning. The company’s recent announcement of Rubin NVL144 CPX rack strengthens its ability to innovate with a new inference-focused architecture.

This architecture leverages distinct GPUs designed for efficient data ingestion and response generation, highlighting NVIDIA Corporation (NASDAQ:NVDA)’s vertical integration advantage, opines the analyst. By focusing on creating comprehensive computing systems instead of just individual components, NVIDIA Corporation (NASDAQ:NVDA) remains well-placed to deliver competitive AI solutions, added Naji. The NVIDIA Rubin CPX GPU has been purpose-built to handle million-token coding and generative video applications.

Brown Advisory, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:

“Information Technology was the largest detractor from relative performance during the quarter. The strategy’s underweight to NVIDIA Corporation (NASDAQ:NVDA) and not owning Broadcom (AVGO) were the two largest detractors during the period. NVIDIA (NVDA), a market leader in advanced graphics processing units, rebounded after a first quarter marked by a lower gross margin outlook, which was attributed to short-term complexities in ramping up Blackwell production, and a broad-based decline in AI infrastructure stocks. The company’s most recent quarterly earnings were modestly ahead of consensus expectations, and management expects gross margins to increase by year-end as yield and throughput on Blackwell racks continue to improve.”

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.