On Nov 22, major Wall Street analysts update their ratings for $NVIDIA (NVDA.US)$, with price targets ranging from $164 to $220.
TD Cowen analyst Joshua Buchalter maintains with a buy rating, and adjusts the target price from $165 to $175.
Loop Capital analyst Ananda Baruah maintains with a buy rating, and maintains the target price at $175.
Oppenheimer analyst Rick Schafer maintains with a buy rating, and maintains the target price at $175.
Stifel analyst Ruben Roy maintains with a buy rating, and maintains the target price at $180.
Wedbush analyst Matt Bryson maintains with a buy rating, and adjusts the target price from $160 to $175.
Furthermore, according to the comprehensive report, the opinions of $NVIDIA (NVDA.US)$'s main analysts recently are as follows:
The company delivered another outstanding quarter that exceeded expectations. Analysts noted that Nvidia's performance is impressively strong and shows significant growth in comparison to historical data, yet this optimistic outlook is already accounted for in its current share value.
Nvidia surpassed quarterly expectations with robust performance in data center compute activities, which compensated for a surprising drop in data center networking. Despite a Q4 revenue outlook that met expectations and immediate gross margin challenges linked to Blackwell expected to continue through the April quarter, there is anticipation of increased demand for artificial intelligence infrastructure across various customer groups. Furthermore, improvements in supply and a normalization in gross margins in the latter half of 2025 are projected to foster robust sequential earnings growth and lead to positive revisions in analyst expectations throughout the following year.
Nvidia reported October quarter results that surpassed consensus estimates and, from a higher revenue base, forecasted a 7% sequential increase for the January quarter, aligning with consensus yet slightly trailing market expectations. Analysts highlight that Nvidia maintains a significant lead over competitors with its advanced silicon, hardware, and software platforms, and they consider the earnings report robust due to ongoing demand for artificial intelligence.
Following Nvidia's Q3 report, it was highlighted that the 'modest' guidance and gross margin commentary are positioning the next two quarters more favorably as the company emphasizes on ramping up Blackwell. It was noted that Nvidia is excelling in its transition.
The firm noted that Nvidia's results were somewhat more modest than previous quarters due to supply constraints, yet they still surpassed expectations, maintaining a pattern familiar to investors. While there were minor concerns regarding the scale and margins, the overall sentiment is positive as the new leadership phase commences.
Here are the latest investment ratings and price targets for $NVIDIA (NVDA.US)$ from 16 analysts:
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美東時間11月22日，多家華爾街大行更新了$英偉達 (NVDA.US)$的評級，目標價介於164美元至220美元。
TD Cowen分析師Joshua Buchalter維持買入評級，並將目標價從165美元上調至175美元。
Loop Capital分析師Ananda Baruah維持買入評級，維持目標價175美元。
奧本海默控股分析師Rick Schafer維持買入評級，維持目標價175美元。
斯迪富分析師Ruben Roy維持買入評級，維持目標價180美元。
韋德布什分析師Matt Bryson維持買入評級，並將目標價從160美元上調至175美元。
此外，綜合報道，$英偉達 (NVDA.US)$近期主要分析師觀點如下：
該公司交付了又一個出色的季度，超出了預期。分析師們指出，英偉達的表現令人印象深刻，顯示出與歷史數據相比顯著增長的強勁勢頭，然而這種樂觀的前景已經反映在其當前股價中。
英偉達在數據中心計算活動表現強勁，超出了季度預期，這部分彌補了數據中心網絡意外下降的情況。儘管第四季度營收前景符合預期，並且受到與 Blackwell 相關的即期毛利挑戰的影響預計將持續到四月季度，但各種客戶群體對人工智能基礎設施需求增加的預期升溫。此外，後半年供應改善和毛利率正常化預計將促進強勁的環比盈利增長，並導致分析師預期在接下來的一年中積極修正。
英偉達報告的十月季度業績超出共識估計，從較高的營收基數出發，預測一月季度環比增長7%，與共識一致但略低於市場預期。分析師強調，英偉達憑藉其先進的硅片、硬件和軟件平台在競爭對手面前保持顯著領先地位，由於對人工智能持續需求，他們認爲業績強勁。
在英偉達的第三季度報告後，重點強調「適度」的指引和毛利率評述正將接下來的兩個季度定位得更有利，公司強調加快 Blackwell 的步伐。人們注意到英偉達在其轉變方面表現優異。
公司指出，由於供應約束，英偉達的業績比之前季度略有降低，但仍超出預期，維持了投資者熟悉的模式。儘管對規模和利潤率有些擔憂，但由於新的領導階段開始，整體情緒是積極的。
以下爲今日16位分析師對$英偉達 (NVDA.US)$的最新投資評級及目標價：
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