Nvidia stock rises on Monday with analysts noting low valuation

By Splitfeed EditorialLast updated Sep 30, 2026, 23:20 UTC

On September 28, 2026, Nvidia shares traded higher, with Benzinga, StockStory, and Yahoo Finance all publishing pieces that day attempting to explain the move. A Seeking Alpha article also appeared that morning under a title framing the stock around knowing its core assets. Two days later, on September 30, a second Seeking Alpha piece described Nvidia as appearing significantly undervalued, using the phrase "criminally cheap" in its headline. No specific price levels, percentage gains, or named catalysts appear in the available source material.

The story matters less as a single trading day event and more as a signal of how analysts and financial media are framing Nvidia heading into the final stretch of 2026. Valuation arguments around Nvidia have been recurring since the stock's dramatic run-up tied to AI infrastructure spending, and a characterization like "criminally cheap" from a prominent investment platform suggests at least some analysts believe the market has either corrected too far or has not priced in expected future earnings. What remains genuinely in dispute is whether the low valuation framing reflects a real buying opportunity or whether it papers over risks tied to AI spending cycles, export restrictions, or competition from other chip designers.

None of the three camps, Pro-AI, Anti-AI, or Middle Ground, have published specific reactions to this story. Pro-AI voices would typically treat a rising Nvidia share price and undervaluation arguments as confirmation that the AI infrastructure buildout remains strong and that the market periodically misprices companies central to that buildout. Anti-AI voices would typically caution that Nvidia's valuation is inseparable from assumptions about sustained AI capital expenditure, which they tend to view as fragile or overstated. Middle Ground observers would likely focus on the fundamentals, asking whether earnings growth justifies current multiples regardless of AI enthusiasm on either side.

The clearest near-term signal to watch would be Nvidia's next earnings report, which would either support or challenge the undervaluation thesis with concrete revenue, margin, and guidance figures.