Oppenheimer analyst Rick Schafer maintains $NVIDIA (NVDA.US)$ with a buy rating, and adjusts the target price from $150 to $175.
According to TipRanks data, the analyst has a success rate of 71.3% and a total average return of 24.9% 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 performance ahead of the earnings report on November 20 are positive, with projections aligning with the company's October quarter sales. Forecasts for January quarter data center sales have been increased to account for significant Blackwell sales, following the resolution of the Blackwell mask issues. However, supply constraints continue to be a factor.
The firm anticipates Nvidia may surpass expectations for Q3 results and the Q4 forecast due to continued demand from cloud service providers and enterprises for AI accelerators. Additionally, there is an expectation of a significant uptick in activity concerning Nvidia's Blackwell in Q1. Discussions with investors indicate the anticipation of around 5-6 million GPUs being modeled for the next year. Nvidia is considered to be in a prime position to capitalize on AI, with advantages stemming from its comprehensive AI hardware and software capabilities.
Note:
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奥本海默控股分析师Rick Schafer维持$英伟达 (NVDA.US)$买入评级，并将目标价从150美元上调至175美元。
根据TipRanks数据显示，该分析师近一年总胜率为71.3%，总平均回报率为24.9%。
此外，综合报道，$英伟达 (NVDA.US)$近期主要分析师观点如下：
预料英伟达在11月20日的财报发布前的表现将是积极的，预测与公司十月份的季度销售数据吻合。由于解决了Blackwell掩膜版-半导体问题，对一月份的idc概念销售数据做出了提升。然而，供应约束仍然是一个因素。
该公司预计，由于云服务提供商和企业对人工智能加速器的持续需求，英伟达可能会超过第三季度业绩和第四季度预测的预期。此外，有人预期第一季度关于英伟达黑韦尔的活动将有显着增长。与投资者的讨论表明，他们预期明年有大约500-600万架GPU被建模为采用。英伟达被认为处于优越位置，能够利用其全面的人工智能硬件和软件能力带来的优势。
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