15 AI Stocks Every Investor Should Be Watching

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5. NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 193

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services. On February 19, UBS analyst Timothy Arcuri said in a research note that he expects Nvidia to deliver solid results and guidance at or above expectations, particularly for total revenue and data center performance. Investor sentiment should shift from bullish to mixed, the analyst noted.

Looking ahead, the firm anticipates a “very strong” Blackwell ramp through the calendar year 2025 and maintains its high-on-street revenue and EPS estimates. UBS maintained its “Buy” rating and $185 price target on the stock.

“We expect a strong set of results with guidance that is in-line to better than FQ1 (April) investor bogeys of ~$42.5-43B for total revenue and ~$38.5B-39B for data center.”

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