Several major financial institutions have recently raised their price targets for Nvidia Corp. Morgan Stanley increased its target price to $206 from $200, maintaining an Overweight rating and citing strong momentum driven by the Blackwell AI chip and potential upside from China. Cantor Fitzgerald raised its target to $240 from $200, highlighting the Blackwell ramp as a key AI growth driver and projecting approximately $48 billion in revenue and $1.06 earnings per share for the upcoming quarter. TD Cowen lifted its price target to $235 from $175, reiterating a Buy rating and emphasizing Nvidia's strong fundamentals and smooth Blackwell transition despite uncertainties related to China and H20. KeyBanc also raised its target to $215 from $190 with an Overweight rating, expecting strong second-quarter results but cautioning that Nvidia may guide below consensus for the third quarter due to China-related risks and pending license approvals, likely excluding China revenue from guidance. Deutsche Bank maintained a Hold rating with a $155 target price, expecting a $2 billion beat in the second quarter but noting uncertainty in recapturing approximately $18 billion in lost annual revenue from China. HSBC raised its price target sharply to $200 from $125, keeping a Hold rating and acknowledging AI GPU demand upside while flagging China risks as a drag. Overall, analysts anticipate strong revenue growth of around 50% for Nvidia, driven by AI demand and the Blackwell chip, with the stock historically rising 60% of the time post-earnings and a median return of 4.5%. The outlook reflects optimism about Nvidia's AI positioning tempered by caution over China-related uncertainties.
$NVDA - HSBC RAISES NVIDIA TARGET PRICE TO $200 FROM $125
$NVDA - HSBC RAISES NVIDIA TARGET PRICE TO $200 FROM $125
$INTC | 𝐈𝐧𝐭𝐞𝐥 (INTC): Truist reiterates 𝐇𝐨𝐥𝐝, 𝐏𝐓 $𝟐𝟏 Analyst sees 𝐭𝐮𝐫𝐧𝐚𝐫𝐨𝐮𝐧𝐝 𝐩𝐡𝐚𝐬𝐞 𝐥𝐨𝐧𝐠, with culture, capabilities & customers key to recovery. https://t.co/jQdSkz6Yfi