Nvidia Stock Rises on Foxconn AI Demand, CES Buzz
Nvidia stock rose Jan. 5 after Foxconn signaled stronger AI-server demand and ahead of the CES keynote, backing analysts' $240-$260 January targets.
KEY TAKEAWAYS
- Foxconn reported Q4 AI-server sales up 22% and confirmed it manufactures servers for Nvidia.
- Nvidia stock gained 0.8% to $190 amid the dual Foxconn and CES catalysts.
- Analysts' base-case targets sit at $240-$260, reinforcing near-term upside scenarios.
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Nvidia stock rose on Jan. 5, 2026, after Foxconn reported record fourth-quarter AI-server sales and ahead of CEO Jensen Huang's keynote at CES in Las Vegas. The combination lifted shares and reinforced analysts' base-case price targets of $240–$260 for the end of January.
Shares Rise on Foxconn AI Sales and CES Anticipation
Foxconn reported fourth-quarter 2025 sales of NT$2.6 trillion, a 22% year-over-year increase that exceeded consensus forecasts. The company attributed the stronger results to AI server sales and confirmed it manufactures advanced AI server systems for Nvidia. Foxconn is also expanding capacity to meet growing customer demand, signaling supply-chain scaling that could support large original equipment manufacturers as orders for data-center equipment increase.
Nvidia shares rose 0.8% intraday to $190 from a prior close near $188. The stock has gained about 30% over the past 52 weeks, reflecting strong expectations for AI infrastructure demand.
An investment-bank research note described Huang's CES 2026 keynote in Las Vegas as the central event of the week and positioned Nvidia at the core of the AI ecosystem. This framing added an event-driven element to investor sentiment around the hardware cycle.
Guidance and Analyst Targets
Nvidia's prior guidance for fourth-quarter fiscal 2026 calls for revenue of $65 billion, implying year-over-year growth of 66%, based on sustained demand for AI accelerators in data centers. Analysts’ base-case price targets range from $240 to $260 by the end of January, supported by the combination of Foxconn’s supply-chain signals and anticipation of the CES keynote.
TipRanks’ near-term average target stands at $262.79, reflecting the range of estimates among analysts. No regulatory filings, SEC actions, or approval milestones were identified during the event window. The near-term outlook depends on continued spending on data-center AI accelerators.
