
Mizuho Securities raised price targets across a swath of semiconductor companies as the brokerage updated its industry estimates to reflect what it sees as sustained demand for artificial-intelligence servers and data-center hardware through at least 2026. Lead analyst Vijay Rakesh lifted Nvidia’s target to $185 from $170, saying supply bottlenecks around its flagship GPUs are easing and demand for the forthcoming GB200 platform is accelerating. The firm also increased Advanced Micro Devices to $152 from $135, pointing to a ramp-up of the MI355X accelerator. Broadcom’s target was nudged to $315 from $310 on expectations of stronger custom AI chip programs, while Arm was raised to $180 from $160 on Cobalt growth and potential upside from SoftBank and cloud provider partnerships. Super Micro Computer and Intel were each taken to $47 and $23, respectively, with the analyst citing continued share gains among tier-two cloud-service providers and tighter operating-expense discipline. Mizuho kept Outperform ratings on Nvidia, AMD, Broadcom and Arm and maintained Neutral views on Super Micro and Intel. The broad revisions follow a rally in chip stocks this year driven by investors’ appetite for companies viewed as key beneficiaries of the accelerating adoption of generative AI.
Chip stock targets raised at Mizuho following recent rally $NVDA $AMD $CRDO $DELL $SMCI $INTC https://t.co/asRcmAgIUj https://t.co/t0EkfNCWPb
$NVDA | 𝐍𝐕𝐈𝐃𝐈𝐀 (NVDA): Mizuho reiterates 𝐎𝐮𝐭𝐩𝐞𝐫𝐟𝐨𝐫𝐦, raises 𝐏𝐓 𝐭𝐨 $𝟏𝟖𝟓 (𝐟𝐫𝐨𝐦 $𝟏𝟕𝟎) Analyst points to 𝐠𝐫𝐨𝐰𝐢𝐧𝐠 𝐆𝐁𝟐𝟎𝟎 𝐝𝐞𝐦𝐚𝐧𝐝, 𝐆𝐏𝐔 𝐬𝐮𝐩𝐩𝐥𝐲 𝐢𝐦𝐩𝐫𝐨𝐯𝐞𝐦𝐞𝐧𝐭, and 𝐑𝐮𝐛𝐢𝐧 𝐫𝐚𝐦𝐩𝐬 as key drivers of long-term upside https://t.co/s7PQgGV2el
$NVDA Mizuho Maintains Outperform on NVIDIA, Raises Price Target to $185





