The air feels a little different in the chip sector lately. If you’re checking your portfolio and wondering what is the stock price of nvidia today, the number you’re seeing is likely $186.51.
That was the closing price as of Friday, January 16, 2026.
It’s been a weird week for Jensen Huang and company. While the stock has basically been the engine of the entire S&P 500 for years, it’s currently sitting about 12% below its all-time high of $212.19 hit back in November. Honestly, after a three-year run where the stock gained nearly 1,000%, a "breather" was probably inevitable.
The Current State of NVDA: More Than Just a Number
Right now, the market cap is hovering around $4.5 trillion. That makes Nvidia the biggest company on the planet, depending on which way the wind blows for Apple or Microsoft on any given Tuesday.
But here’s the thing: while $186.51 sounds high, the stock actually dipped about 0.3% on Friday. It’s part of a broader "cooling off" period for AI names. Investors are getting a little twitchy about high valuations, and Nvidia’s P/E ratio is sitting at roughly 46.3.
Is that expensive? Kinda. But compared to its growth, some analysts actually think it’s a bargain.
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Why the Stock is Moving Right Now
A few things happened this week that shifted the vibe. First, there was some major news from Taiwan Semiconductor (TSMC). They’re the ones who actually bake the chips Nvidia designs. TSMC’s earnings were great—they’re projecting 30% revenue growth—but Nvidia didn't pop as much as people expected.
Instead, the money seems to be rotating into memory chip makers like Micron and Western Digital. It’s like investors are saying, "Okay, we know Nvidia is king, but who else is making money from this AI boom?"
Then there’s the Peter Thiel factor. News broke that Thiel Macro completely exited its Nvidia position recently. Seeing a Silicon Valley heavyweight dump a stock can make retail investors nervous, even if the reasons are purely about rebalancing a massive hedge fund.
What Analysts are Saying About the 2026 Outlook
If you look at the professional price targets, the "experts" are still pretty bullish. The average target price right now is $252.59. Some firms, like Jefferies, recently hiked their target even higher to $275.
Why the optimism? It mostly comes down to two names: Blackwell and Vera Rubin.
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- Blackwell Ultra: These chips are already shipping and demand is, in Jensen Huang’s words, "off the charts."
- Vera Rubin: This is the next-gen architecture. Huang just announced at a trade event that these are coming off the production line six months ahead of schedule.
Basically, Nvidia isn't just maintaining its lead; it’s accelerating. They aren't just selling chips anymore; they’re building "AI factories." They recently inked a deal with OpenAI to deploy ten gigawatts of systems. That’s an insane amount of computing power.
The Risks Nobody Likes to Talk About
It’s not all sunshine and rainbow-colored GPUs. There are real headwinds. Export controls are still a massive headache. Nvidia lost about $8 billion in potential revenue recently because of new licensing requirements for its H20 chips in certain markets.
Also, the "Magnificent Seven" aren't just Nvidia’s best customers—they’re becoming competitors. Amazon, Google, and Meta are all pouring billions into their own custom AI silicon. They still need Nvidia for the high-end stuff, but they’re slowly trying to chip away at that dependency.
Making Sense of the Valuation
If you’re trying to decide if the stock price is "fair," you have to look at the PEG ratio (Price/Earnings-to-Growth). Right now, Nvidia’s PEG is around 0.77.
In the world of finance, anything under 1.0 is often considered undervalued. It suggests that even though the stock price looks huge, the company's earnings are growing even faster. Revenue for the most recent quarter was a staggering $57 billion, up 62% from a year ago. Most companies are lucky to grow 10% in a year.
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Financial Snapshots as of January 2026
- P/E Ratio: 46.3x
- Dividend Yield: 0.02% (basically pocket change)
- Quarterly Revenue: $57.0B
- Profit Margin: A mind-boggling 53%
- 52-Week Range: $86.62 – $212.19
Actionable Insights for Investors
So, you know the price. Now what?
If you're holding long-term, the consensus is that the AI cycle isn't over. We’re moving from the "training" phase (teaching AI models) to the "inference" phase (AI actually doing work in the real world). This requires even more specialized hardware.
However, if you're a short-term trader, be prepared for volatility. The market is struggling to push past the S&P 7,000 mark, and tech is often the first thing to get sold off when people get scared. Watch the $180 level. If it breaks below that, we might see a slide back toward the $150 support zone.
On the flip side, keep an eye on the upcoming fiscal Q4 earnings report. If they beat the $65 billion revenue guidance, $200 could be back on the menu very quickly.
Next Steps for Your Portfolio:
- Check your exposure. If Nvidia has grown to 30% of your portfolio, it might be time to trim a little, just like Peter Thiel did.
- Watch the TSMC monthly sales reports; they are the "canary in the coal mine" for Nvidia's supply chain.
- Keep an eye on the "Vera Rubin" shipping dates—any delays there would be the first real crack in the bull case.