Jefferies analyst Blayne Curtis maintains $NVIDIA (NVDA.US)$ with a buy rating, and adjusts the target price from $150 to $185.
According to TipRanks data, the analyst has a success rate of 63.5% and a total average return of 24.0% over the past year.
Furthermore, according to the comprehensive report, the opinions of $NVIDIA (NVDA.US)$'s main analysts recently are as follows:
Anticipation for Nvidia's earnings report scheduled for November 20 is high, with projections aligning with prior quarter sales. Expectations for the January quarter data center sales have been heightened to account for significant Blackwell sales, following the resolution of the Blackwell mask issues, although supply constraints persist.
Expectations for Nvidia's upcoming quarterly results remain positive, with forecasts for the fiscal year 2025 being adjusted upwards to align with an improved sales outlook for Q3, and the anticipated benefits carrying over into Q4. The raised revenue and EPS projections for the fiscal year 2026 underscore a strong belief in the company's continued investment and spending, reflecting a longer-term growth trajectory.
Anticipation for Nvidia's upcoming quarterly results is positive, with expectations of an improved Q3 outcome and Q4 forecast driven by continuous demand for AI accelerators from CSPs and enterprises. There is also a projection of significant momentum starting in Q1 for the Blackwell accelerators. Engagement with investors indicates projections of 5-6 million GPUs for the next year. It is believed that Nvidia holds a favorable position in the AI space, gaining advantages from its comprehensive AI hardware/software offerings.
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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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富瑞集團分析師Blayne Curtis維持$英偉達 (NVDA.US)$買入評級，並將目標價從150美元上調至185美元。
根據TipRanks數據顯示，該分析師近一年總勝率為63.5%，總平均回報率為24.0%。
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日發佈的業績充滿期待，預測與上一季度銷售相一致。對於1月份的數據中心銷售預期已經提高，以應對顯著的Blackwell銷售增長，跟蹤Blackwell掩膜問題的解決方案，儘管供應約束持續存在。
人們對英偉達即將發佈的季度業績保持樂觀，對2025財年的預測正在上調以與Q3的銷售前景改善相一致，預期的好處將延續到Q4。對2026財年的營業收入和每股收益預測提高，突顯了對公司持續投資和支出的堅定信心，反映出一個更長期的增長軌跡。
人們對英偉達即將發佈的季度業績充滿期待，預計Q3的結果將獲得改善，Q4的預測受到CSPs和企業對AI加速器持續需求推動。預計將在Q1開始的時刻出現Blackwell加速器的重要動能。與投資者的互動顯示，對明年的GPU投影爲500-600萬枚。英偉達在人工智能領域佔據有利位置，從其全面的人工智能硬件/軟件產品中獲得優勢。
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