Wolfe Research Raises Price Target on $NVIDIA (NVDA.US)$ to ...

Wolfe Research Raises Price Target on $NVIDIA(NVDA.US)$ to $150, Maintains Outperform Rating

Analyst Comments: "Recent supply chain checks show a path to 50%+ content growth for $NVDA GPUs in CY25, with incremental upside driven by unit growth and improved networking attach.

"We raise our CY25 Rev/EPS estimates to $177bn/$4.03. Reiterate Outperform, raising PT to $150."