Nvidia Analysts Flag 18.5% Dip as Long-Term AI Entry Point

Nvidia shares have fallen 18.5% from recent highs through July 12 amid heavy insider selling and rotation into cheaper names, yet analysts continue framing the dip as a long-term entry point. The pullback follows $15.6 billion in combined insider sales across Nvidia, Palantir and Meta, compressing the multiple to 15.63x two-year forward earnings. Fundamentals remain robust: Q1 revenue reached $81.6 billion with data-center sales up 92% to $75.2 billion, while hyperscaler capex forecasts exceed $1 trillion for 2027 and a $1 trillion Blackwell/Rubin backlog stays intact. Latest comparisons show Nvidia widening its lead over AMD and Broadcom in scale, inference share and valuation.