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

NVIDIA Corporation (NASDAQ:NVDA) analysts are highlighting the company's upcoming product line and growth in segments like robotics and artificial intelligence after CEO Jensen Huang's keynote at the 2025 CES conference.

The NVDA Analysts:

• Benchmark analyst Cody Acree reiterated a Buy rating on Nvidia with a $190 price target.
• Bank of America analyst Vivek Arya maintained a Buy rating with a $190 price target.

Read Also: Nvidia 5000 Series, Product Updates Make It Top Semiconductor Pick Ahead Of Jensen Huang’s CES Keynote: Analyst

Benchmark on NVDA: Nvidia had a "solid, but somewhat muted CES keynote," Acree said in a new investor note.

Acree described Huang’s keynote as a "master-class on the current state and direction of the AI industry." However, the announcements might have leaned too heavily on technical details, offering limited clarity for shareholders seeking a near-term outlook on the ramp of Blackwell and its next-generation GPU platform.

"We believe many investors were hoping for more concrete progress updates," Acree said.

The analyst highlighted the unveiling of the Nvidia 5000 series, focusing on AI agents and the Cosmos platform announcement for autonomous vehicles and robots.

Several automotive companies working with Nvidia were named during the keynote.

"With platforms spanning training in the cloud to simulation to compute in the car, NVIDIA's automotive vertical business is expected to grow to approximately $5 billion in fiscal year 2026."

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Bank of America on NVDA: Huang's CES keynote showed Nvidia's AI dominance in the cloud, enterprise and consumer segments, Arya said in a new investor note.

Arya said highlights in the keynote were the Blackwell accelerators being in full production, expansion of AI reach with the Cosmos platform, automotive market growth, Nvidia-optimized open-source LLMs and a desk-sized personal AI supercomputer called Nvidia DIGITS.

"Nvidia continues to expand its well-optimized and targeted lineup of AI services for enterprise customers," Arya said.

The analyst said Nvidia is an "end-to-end AI shop," expanding its reach from cloud to enterprise and consumer segments.

The unveiling of the RTX 5000 series comes as competitor AMD did not announce its next-gen GPUs during its Monday keynote, despite many expecting a similar announcement, the analyst added.

NVDA Price Action: Nvidia stock is down 5.3% to $141.48 on Tuesday versus a 52-week trading range of $49.48 and $153.13. Nvidia stock is up 172% over the last year.

Read Next:

• Jensen Huang Unveils $3000 ‘Personal AI Supercomputer’ The Size Of A Small Book: ‘It Runs The Entire Nvidia AI Stack’

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