On June 24, Jefri released a report that the performance of AI stocks in the US has been mixed over the past month, with Broadcom joining Nvidia's strong performance, but more investors are bearish on AMD and Marvell Technology, and hope to gain additional AI investment opportunities through edge AI and action fields. The bank still believes that it is too early to announce the losers for 2025, and NVIDIA is still the industry leader. The bank has once again raised its already above-market expectations for NVIDIA's forecast, with FY2025 revenue and earnings per share forecast raised to $181 billion and $4.23, respectively, and FY2026 forecast raised to $206 billion and $4.98; if all upward factors in the estimated model are considered, EPS for FY2026 will reach $5. The bank correspondingly raised its target price from $135 to $150 to reflect higher forecast and rated it as "buy".
大行评级｜杰富瑞：上调英伟达目标价至150美元 上调2025至26财年收入和EPS预测
Jefferies Financial: Raises Nvidia's target price to $150, and increases revenue and EPS forecasts for the 2025-2026 fiscal years.
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