Nvidia

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.

Wedbush analyst Matt Bryson reiterates NVIDIA (NASDAQ:NVDA) with a Outperform and maintains $1000 price target.

Keybanc analyst John Vinh maintains NVIDIA (NASDAQ:NVDA) with a Overweight and maintains $1100 price target.

Nvidia’s (NVDA) new artificial intelligence graphics processor, Blackwell, leaves the company in a “very strong position,” Morgan Stanley said in a note to clients Tuesday. “It will take time to evaluate the performance claims for Blackwell, but if they hold up even directionally, our sense is that the company’s ability to raise the bar this much leaves them in a very strong position,” Morgan Stanley said. Amazon.com’s (AMZN) Amazon Web Services, Dell Technologies (DELL), Alphabet’s (GOOG, GOOGL) Google, Meta Platforms (META), Microsoft (MSFT) and Tesla (TSLA) are among the companies expected to adopt Blackwell, Nvidia said late Monday. “Just because there were no big surprises does not change the fact that competing with this roadmap, as a direct merchant competitor or a custom silicon provider, is going to be very difficult, particularly given Nvidia’s shift to an annual cadence,” Morgan Stanley said. The investment firm kept Nvidia’s overweight rating with

CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows: We took away three important messages from Jensen Huang’s GTC keynote. First, hardware revenue has more upside, as NVDA’s Blackwell GPU (B200) will command higher prices to Hopper and generate much greater performance when tied to its CPUs/networking chips (up to 30x inference boost and 25x reduction to energy consumption). Second, NVDA is increasing the stickiness of its ecosystem through new software advancements, with NIMs allowing developers the ability to more easily create/launch AI Assistants across the enterprise space. Finally, NVDA will power the forthcoming Industrial AI revolution as everything moves to robotics, creating the need for AI factories/giant virtual warehouses that will leverage the omniverse/digital twins. NVDA also unveils Project GR00T (foundation model for humanoid robots) and Jetson Thor (new computer to run simulation workflows). All

Nvidia’s (NVDA) GTC this week will showcase the next stage of the artificial intelligence revolution with various products, use cases and partnerships, Wedbush Securities said in a note. “We estimate a $1 trillion+ of AI spending will take place over the next decade as the enterprise and consumer use cases proliferate globally in this 4th Industrial Revolution,” analysts led by Daniel Ives wrote. Wedbush believes AI could take up 8% to 10% of information technology budgets in 2024, up from less than 1% in 2023.

Nvidia (NVDA) on Monday introduced its latest graphics processing unit, artificial intelligence supercomputer DGX SuperPOD and a new wave of networking switches. The company said its Blackwell GPU will enable organizations to run generative AI at up to 25 times less cost and energy consumption compared with its predecessor. The DGX SuperPOD, powered by NVIDIA GB200 Grace Blackwell Superchips, will be used for superscale generative AI training and inference workloads, the company said. The new networking switches, the NVIDIA Quantum-X800 InfiniBand and NVIDIA Spectrum X800 Ethernet, are optimized for trillion-parameter GPU computing and AI infrastructure, the company said. Shares of Nvidia fell 1% in recent after-hours trading.

Nvidia: Among the First to Access the New NVIDIA Generative AI Microservices Available in NVIDIA AI Enterprise 5.0 Are Adobe, Cadence, CrowdStrike, Getty Images, SAP, ServiceNow, and Shutterstock

HSBC analyst Frank Lee maintains NVIDIA (NASDAQ:NVDA) with a Buy and raises the price target from $880 to $1050.