Oppenheimer analyst Rick Schafer maintains $NVIDIA (NVDA.US)$ with a buy rating, and adjusts the target price from $150 to $175.
According to TipRanks data, the analyst has a success rate of 71.3% and a total average return of 24.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $NVIDIA (NVDA.US)$'s main analysts recently are as follows:
Anticipation is building for Nvidia's earnings report on November 20, with projections aligning with current October quarter sales expectations. Analysts anticipate an increase in data center sales for the January quarter, factoring in significant revenue from Blackwell sales, following the resolution of the Blackwell mask issues, although supply constraints are still present.
The firm anticipates Nvidia may surpass expectations for Q3 results and the Q4 forecast due to continued demand from cloud service providers and enterprises for AI accelerators. Additionally, there is an expectation of a significant uptick in activity concerning Nvidia's Blackwell in Q1. Discussions with investors indicate the anticipation of around 5-6 million GPUs being modeled for the next year. Nvidia is considered to be in a prime position to capitalize on AI, with advantages stemming from its comprehensive AI hardware and software capabilities.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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奧本海默控股分析師Rick Schafer維持$英偉達 (NVDA.US)$買入評級，並將目標價從150美元上調至175美元。
根據TipRanks數據顯示，該分析師近一年總勝率為71.3%，總平均回報率為24.9%。
此外，綜合報道，$英偉達 (NVDA.US)$近期主要分析師觀點如下：
人們對英偉達11月20日的營收報告充滿期待，預測與當前10月季度銷售預期一致。分析師們預計，1月季度數據中心銷售將有所增加，考慮到從黑韋爾銷售中獲得的可觀營業收入，由於黑韋爾掩膜版問題得到解決，儘管供應約束仍然存在。
該公司預計，由於雲服務提供商和企業對人工智能加速器的持續需求，英偉達可能會超過第三季度業績和第四季度預測的預期。此外，有人預期第一季度關於英偉達黑韋爾的活動將有顯着增長。與投資者的討論表明，他們預期明年有大約500-600萬架GPU被建模爲採用。英偉達被認爲處於優越位置，能夠利用其全面的人工智能硬件和軟件能力帶來的優勢。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合，並根據評級變化對組合進行調整，在近一年中該投資組合所獲得的回報率。
