Seaport Research analyst Jay Goldberg initiated coverage of Nvidia with a Sell rating and a $100 price target, which is below the current trading level, according to TipRanks. Goldberg warned of a likely slowdown in AI infrastructure spending by 2026 and cited ongoing challenges in deploying Nvidia’s advanced systems. He also noted that Nvidia’s top clients are developing in-house chips, posing long-term competitive risks. Nvidia shares are down 20% in 2025. The stock holds a consensus Strong Buy rating from 40 analysts, with an average price target of $167.09 indicating 57.13% upside from current levels.
