Analysts Urge Buy on Nvidia in 'Twilight Zone' Dip, Spotlight Robotics

Nvidia shares fell 1.25% on June 30 amid broader AI weakness, extending a 6% monthly decline, yet Wall Street remains firmly bullish. Bernstein reiterated its Outperform rating on both June 29 and 30, highlighting Nvidia's leadership in humanoid robotics processors alongside Qualcomm. Wedbush framed the pullback as a temporary disconnect, citing fiscal Q1 2027 results with revenue surging 85% to $81.6 billion and net income jumping 211% to $58.3 billion, plus $91 billion Q2 guidance and an extra $80 billion in buybacks. Consensus stays at Strong Buy with a $301.92 average target.