Analysts liked what Nvidia had to say in her last quarterly results. The Darling artificial intelligence chip reported the first quarter profits and income that beaten analysts’ expectations. The company of the Company Data Center led the expenses, the surveys of 73% from one year to the next. The current NVIDIA income directives were also roughly in accordance with the estimates of analysts at $ 45 billion. These prospects would have been about $ 8 billion to the exclusion of lost sales of a recent restriction on the export of its H20 chips to China, the company added. Nvidia’s shares broke out more than 6% in the preheater after the press release. Other semiconductor stocks followed Nvidia above. The Dutch semiconductor equipment company ASML has exchanged more than 2% more. AMD climbed 3% and Micron Technology increased by 2.6%. Overall, most analysts have reiterated their equivalent purchase or outperformance assessments on Nvidia following its report, with an increase in their price objectives. Here is what those of some of the biggest stores in the street had to say “JPMorgan reiterates the overweight note and the price target of $ 170 The objective of the company implies 26.1% of the increase in the level of fence on Wednesday.” The team continues to maintain an advance of 1 to 2 stages in front of the competitors with its silicon / hardware / software platform and a new product and a larger team, and most of the team is distant with its aggressive category of its producers, and the largest team is in danger for the additional disappearance with its aggressive category of new products, and the largest team is in danger to be distanced itself. Segmentation Over Time. “UBS MAINTAINS BUY RATING AND $ 175 PRICE TARGET THE FIRM’S TARGET IMPLIES NEARLY 30% Upsoid from Wednesday’s Close.” WE See the Debate HAVING SHIFTED IN A Positive Direction Here As Results and Guidance WERE AS WE (and Most Investors) Expect Little Better Than feared, and NVDA’s comments on GB200 Rack Shipments (and Progress on GB300) Were Even More Bullish than the Positive Feedback at Computex last week and give little air to investors concerns about the inventory of the supply chain. … with china stripped out of the model, the set up here Seems Constructive AS It Seems Likely the Trump Administration Will Allow NVDA to Ship A New Sku Into China (We Assume ~ $ 2-3b/Q Add-Back), Hyperscaler Capex Vectors Remain to the Upside, and Ai is Rapidly Diffusing World Given the Sheern Size of Some of These Projects Ranging from Human/Saudi Arabia (~ $ 10b for NVDA) in Stargate (~ $ 20B for NVDA) at the AI 5GW campus (~ 100 billion dollars for NVDA). “Citi maintains its purchase rating and has increased its price target from $ 30 to $ 180. Bank target calls for more than 33% upwards.” NVDA reported the results of the waiting line and Jul-q Saves of $ 45. HURDLE of the Chinese H20 ban transitional district. In addition, 24 billion dollars of blackwell sales exceeded our expectations of $ 20 billion and management maintained that raw margins in the mid -1970s for improving the profitability of Blackwell without major tariff impact. As such, with margins extending to Jan-q, we are now expecting NVDA stock to break its trend linked to the beach since the middle of the year and that you are probably making a new 52 week higher. We see the bus tour of the Silicon Valley of Citi next week and the GTC Paris from June 11 to 12 where we expect sovereign announcements of Europe as positive catalysts for action. “Jefferies reiterates the purchase note with a price target of $ 185 that its target sees more than 37% in advance.” The biggest problem for the title was the NVDA Blackwell and GB 200 00, but it is now in the NVDA and NVDA Multip200 file, but it is now in the NVDA and NVDA Multiple 200 Hyperscale Ramping 1K NVL72S / week. We would not perform several thousand NVL72 per week, but the fact is that any inventory that has been built is quickly released. … in total, 2:25 am preparing well for NVDA with probable beats / increases here, while the configuration of the rest of the names of AI becomes more difficult. “Barclays keeps the note of overweight and increases the price target to $ 170 from $ 155, its updated objective involves more than 26% of the end of China. 1) Decoloring of inference with reasoning models, 2) IA factories, 3) The dissemination of AI outside the table, 4) Business agents. … Step-up equipment (64% SEQ.) is also indicative of better sales of systems, which should reduce the concerns of the transition of products and the company has highlighted the initial sales of GB of 300 later this quarter. Price at $ 170, against $ 150, his new target also requires more than 26%. “NVDA remains among our favorite names, such as the Chief Beneficiary of the AI revolution.” NVDA. The directives imply that DC (ex-China) income will be up 15% Q / Q to Julq, indicating solid growth of Blackwell despite well-documented rack production constraints. In accordance with our overview, many other investors’ concerns have now been dealt with. China is now out of number (and some could possibly return), the AI dissemination rules will not be applied, CAPEX plans seem solid, and it now seems that rack problems have improved. “Morgan Stanley maintains the overweight target and the main semi-demi-semi-cons selection ratings. Around growth drivers who seem durable. Everything should improve from here.” “Bank of America reiterates the target of the purchase and increase from $ 20 to $ 180. Racks / quarter or ~ 30 billion dollars + / Q to 2.5 million dollars + RACK ASP (or 100 billion dollars + in the few upper hyperscalers, although NVDA has not quantified more), and 3) NVDA entrusted in the recovery of GM return in the mid -70s% later, another sign of improvement of demand and execution at the rack scale.
NVIDIA bursts after the beat of the gains. Here is what Wall Street analysts had to say
