Nvidia

Nvidia (NVDA) is likely poised for a beat-and-raise heading into its latest financial results amid an “insatiable” appetite for artificial intelligence accelerator among cloud service providers, Oppenheimer said Friday. The semiconductor maker is scheduled to report its fiscal first-quarter results Wednesday. Oppenheimer expects non-GAAP earnings to jump to $5.68 a share from $1.09 a year earlier, with net sales seen surging 248% to $25.06 billion. Analysts polled by Capital IQ are looking for $5.57 and $24.49 billion, respectively. An AI accelerator is a specialized hardware or software component that helps accelerate the performance of AI-based applications. Oppenheimer expects strong performance at the company’s data center business as supply constraints around its flagship H100 graphics processing unit continue to ease. The brokerage expects lead times to be less than 20 weeks, compared with a peak of about 50 weeks a year earlier, allowing Nvidia’s management to better capture demand. “We see […]

Nvidia (NVDA) is poised for a strong Q1 revenue, likely reaching $26 billion, owing to reduced lead times on chips, UBS Securities said in a note emailed Wednesday. The mid-December initial shipment timing for the Blackwell processors has some investors concerned about the transition, UBS said. The launch of Blackwell chips is expected to drive even stronger demand for next-generation GB200 rack system for data centers, leading to increased revenue and EPS forecasts for next year, the note said. But these concerns are likely overstated, the firm said, and recent talks with customers and supply chain assessments suggest strong demand for its graphics processing unit microarchitecture “Hopper” that will persist throughout the year. Despite the sell side lagging in projections for 2025, UBS believes most investors expect EPS in the high-$30s, below its estimates following recent checks. With this demand outlook, “we would expect and hope to see another substantial

NVIDIA Corp (NASDAQ:NVDA) has the potential to see its stock price surge by 81% in the next year, according to a recent note by Evercore ISI. What Happened: Evercore ISI initiated Nvidia with an “Outperform” rating and set a price target of $1,160, representing a 36% potential upside from the current levels, reported Business Insider. In a bullish scenario, the firm suggested that the stock could potentially reach $1,540, an 81% increase from the current levels. The note highlighted Nvidia’s position as a leader in the AI ecosystem, a role that is expected to drive efficiency gains for years to come. Evercore ISI’s Mark Lipacis believes that Nvidia’s AI ecosystem play could capture 80% of the value created during its respective computing era, with the potential to dominate the parallel processing market by 2030, a market that could be worth more than $350 billion. “We think investors underestimate 1) the importance of the chip+hardware+software

Piper Sandler analyst Harsh V. Kumar reiterated an Overweight rating on Nvidia Corp (NASDAQ:NVDA) with a $1,050 price target, his top large-cap pick. During his recent AI Discovery Bus Tour, Kumar engaged directly with Nvidia’s management team, which allowed him to delve deeper into the company’s current operations and future prospects. Despite being in the market for nearly two years, the demand for Nvidia’s Hopper GPU remains robust, with the supply needing to catch up, as per the analyst. He said the supply-demand imbalance will likely continue throughout the year, potentially offering a slight margin boost until the introduction of the Blackwell GPU. As per Kumar, the launch of the Blackwell GPU later this year will likely mirror the supply and demand challenges faced by Hopper. Customers are reluctant to switch their orders from Hopper to Blackwell, fearing even longer wait times due to anticipated supply constraints. Nvidia’s management addressed concerns about the

Raymond James analyst Srini Pajjuri maintains NVIDIA (NASDAQ:NVDA) with a Strong Buy and raises the price target from $850 to $1100.

Nvidia (NVDA) is the best way to get exposure to artificial intelligence as visibility into strong spending continues to build, Morgan Stanley said in a research note. “Even given strong YTD appreciation, we make the case for maintaining outsized exposure to AI – and that, increasingly, Nvidia is the best way to get that exposure in our coverage,” Morgan Stanley analysts said. Demand is particularly strong among customers working to develop systems for artificial intelligence applications, they said. “Faced with limited slots for AI processors, we are seeing some of the appetite for alternatives taking a back seat to the highest ROI processor, which continues to be Nvidia,” the analysts said. Nvidia has also benefitted with its product execution and has been signaling it may keep would-be competitors at bay with aggressive pricing, the report said. Morgan Stanley reiterated its overweight rating on Nvidia while raising its price target to

By Adam Clark Nvidia was slipping early on Tuesday. The chip maker’s stock is down from recent highs and one analyst says a sharper fall is on the way. Nvidia shares were down 0.6% at $865.91 in premarket trading. The stock closed down 1.0% at $871.33 on Monday. The stock has dipped following an initial spike in the wake of the company’s GTC developers’ event when it unveiled its new range of Blackwell chips. It is now slightly lower than before the conference started. While consensus estimates call for demand for Nvidia’s graphics-processing units to power artificial-intelligence technology to be strong this year, the expectation is for growth to slow from 2025 onward. D.A. Davidson analyst Gil Luria has a Hold rating on Nvidia stock and a $620 target price, which is among the lowest by any Wall Street analyst. He argues that major AI chip customers such as Amazon.com

Nvidia (NVDA) is expected to see “solid growth” in its fiscal 2026, aided by new product launches, including the Blackwell computing platform, UBS Securities said in a note e-mailed Friday. The firm increased its fiscal 2026 non-GAAP earnings outlook for the chip giant to $34.12 per share from $31.49 previously and its revenue estimate to $146.87 billion from $135.22 billion. “Following the Blackwell launch and having attended several sessions at GTC, we believe [Nvidia] sits on the cusp of an entirely new wave of demand from global enterprises and sovereigns — with each sovereign potentially as big as a large US cloud customer,” UBS analysts, including Timothy Arcuri, said in the note. The firm raised its price target on the Nvidia stock to $1,100 from $800, with a buy rating. The company’s shares were up 1.8% in recent trading.

TD Cowen analyst Matthew Ramsay maintains NVIDIA with a Outperform and raises the price target from $900 to $1100.

Susquehanna analyst Christopher Rolland maintains NVIDIA (NASDAQ:NVDA) with a Positive and raises the price target from $850 to $1050.