$NVIDIA (NVDA.US)$ 💡 KeyBanc raises NVIDIA's stock price ta...
💡 KeyBanc raises NVIDIA's stock price target to $180 $NVDA
1 ️ ︎ Raising KeyBanc's stock price target KeyBanc raised Nvidia's stock price target as follows in the latest report:
- Old target: $130 - New target: $180 (approximately 38% increase) This significant increase reflects NVIDIA's strong position in the AI chip market and expectations for future growth.
2 ️ ︎ 2024 server market forecast KeyBanc revised its 2024 server shipment forecast upward:
- Overall: revised to +7% from the previous forecast of +4%
- Enterprise: +5% - Cloud: +8%
- For AI: +150% (approximately 0.45 million units) In particular, the growth rate of AI servers stands out at 150%, indicating that demand for NVIDIA GPUs is still very strong.
3 ️ * GB200 Series Features KeyBanc has expressed the following views on NVIDIA's next-generation AI chip GB200 series:
- It is predicted that the mainstream demand in 2025 will be the NVL72 configuration
- 20-30 times more performance than the current H100
- Optimization of token generation costs Due to these features, the GB200 series may have a technical advantage over competitors' products. However, it is necessary to confirm actual performance and acceptance in the market after the product is released.
4 ️ CY PROFIT PROJECT FOR 2025 KEYBANC predicts the 2025 revenue of NVIDIA's data center division to be 200 billion dollars or more. This forecast is based on the following factors:
- Expectations for the GB200 series, particularly the NVL72 configuration
- AI server market continued expansion forecast - Assuming maintenance of NVIDIA's current market share, if this forecast is realized, NVIDIA will achieve growth of more than 3 times in 3 years from about 60 billion dollars in 2023. However, it is necessary to keep in mind that this growth rate is extremely challenging and includes various uncertainties.
📍 Summary KeyBanc's predictions reflect NVIDIA's strong position in the AI chip market and expectations for future growth. Against the backdrop of the technical characteristics of the GB200 series and strong demand forecasts, a drastic increase in stock price targets was carried out. In the AI field, where the speed of technological innovation is fast, it is necessary to always pay attention to competitor trends and changes in the market environment, and it should be recognized that predictions that assume such high growth rates and evaluations include appropriate uncertainty. While evaluating NVIDIA's current strengths, it is important for investors to make careful investment decisions after fully considering these uncertainties and potential risk factors.
Disclaimer: Community is offered by Moomoo Technologies Inc. and is for educational purposes only.
Read more
Comment
Sign in to post a comment
