Citi analyst Atif Malik maintains $NVIDIA (NVDA.US)$ with a buy rating, and adjusts the target price from $150 to $170.
According to TipRanks data, the analyst has a success rate of 72.9% and a total average return of 34.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $NVIDIA (NVDA.US)$'s main analysts recently are as follows:
Expectations for Nvidia's earnings report are positive, with projected October quarter sales to meet targets. Forecasts for January quarter data center sales have been increased to account for substantial Blackwell sales, following the resolution of mask issues, although supply constraints continue to persist.
Optimism persists for Nvidia's shares, with expectations of robust results and future guidance that could propel the stock upwards. Discussions with customers and supply chain analysis suggest that the company's Q3 revenue might land between $34.5B-$35B. For Q4, revenue forecasts are around $37B, with potential to reach as high as $39B once the quarter's results are disclosed in early 2025.
The firm anticipates 'another very good quarter' for Nvidia, with expectations of more significant positive revisions later in the year. This outlook is based on the current supply constraints affecting Blackwell, and to a lesser extent, H200, as conveyed to investors in an earnings preview.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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花旗分析師Atif Malik維持$英偉達 (NVDA.US)$買入評級,並將目標價從150美元上調至170美元。
根據TipRanks數據顯示,該分析師近一年總勝率為72.9%,總平均回報率為34.1%。
此外,綜合報道,$英偉達 (NVDA.US)$近期主要分析師觀點如下:
對英偉達業績的預期是積極的,預計10月份季度的銷售額將達到目標。儘管供應限制仍然存在,但在口罩問題得到解決後,由於Blackwell的大量銷售,對1月份季度數據中心銷售的預測有所增加。
對英偉達股票的樂觀情緒仍然存在,對強勁業績和未來指引的預期可能會推動該股上漲。與客戶的討論和供應鏈分析表明,該公司第三季度的收入可能在345億美元至350億美元之間。第四季度的收入預測約爲370億美元,一旦該季度業績在2025年初披露,收入可能高達390億美元。
該公司預計,英偉達將出現 「又一個非常不錯的季度」,預計今年晚些時候還會有更重大的積極修正。這一前景基於當前影響布萊克韋爾的供應限制,在較小程度上影響了上半年,正如業績預覽中向投資者傳達的那樣。
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