On Nov 22, major Wall Street analysts update their ratings for $NVIDIA (NVDA.US)$, with price targets ranging from $164 to $220.
TD Cowen analyst Joshua Buchalter maintains with a buy rating, and adjusts the target price from $165 to $175.
Loop Capital analyst Ananda Baruah maintains with a buy rating, and maintains the target price at $175.
Oppenheimer analyst Rick Schafer maintains with a buy rating, and maintains the target price at $175.
Stifel analyst Ruben Roy maintains with a buy rating, and maintains the target price at $180.
Wedbush analyst Matt Bryson maintains with a buy rating, and adjusts the target price from $160 to $175.
Furthermore, according to the comprehensive report, the opinions of $NVIDIA (NVDA.US)$'s main analysts recently are as follows:
The company delivered another outstanding quarter that exceeded expectations. Analysts noted that Nvidia's performance is impressively strong and shows significant growth in comparison to historical data, yet this optimistic outlook is already accounted for in its current share value.
Nvidia surpassed quarterly expectations with robust performance in data center compute activities, which compensated for a surprising drop in data center networking. Despite a Q4 revenue outlook that met expectations and immediate gross margin challenges linked to Blackwell expected to continue through the April quarter, there is anticipation of increased demand for artificial intelligence infrastructure across various customer groups. Furthermore, improvements in supply and a normalization in gross margins in the latter half of 2025 are projected to foster robust sequential earnings growth and lead to positive revisions in analyst expectations throughout the following year.
Nvidia reported October quarter results that surpassed consensus estimates and, from a higher revenue base, forecasted a 7% sequential increase for the January quarter, aligning with consensus yet slightly trailing market expectations. Analysts highlight that Nvidia maintains a significant lead over competitors with its advanced silicon, hardware, and software platforms, and they consider the earnings report robust due to ongoing demand for artificial intelligence.
Following Nvidia's Q3 report, it was highlighted that the 'modest' guidance and gross margin commentary are positioning the next two quarters more favorably as the company emphasizes on ramping up Blackwell. It was noted that Nvidia is excelling in its transition.
The firm noted that Nvidia's results were somewhat more modest than previous quarters due to supply constraints, yet they still surpassed expectations, maintaining a pattern familiar to investors. While there were minor concerns regarding the scale and margins, the overall sentiment is positive as the new leadership phase commences.
Here are the latest investment ratings and price targets for $NVIDIA (NVDA.US)$ from 16 analysts:
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
美东时间11月22日，多家华尔街大行更新了$英伟达 (NVDA.US)$的评级，目标价介于164美元至220美元。
TD Cowen分析师Joshua Buchalter维持买入评级，并将目标价从165美元上调至175美元。
Loop Capital分析师Ananda Baruah维持买入评级，维持目标价175美元。
奥本海默控股分析师Rick Schafer维持买入评级，维持目标价175美元。
斯迪富分析师Ruben Roy维持买入评级，维持目标价180美元。
韦德布什分析师Matt Bryson维持买入评级，并将目标价从160美元上调至175美元。
此外，综合报道，$英伟达 (NVDA.US)$近期主要分析师观点如下：
公司交付了又一季度表现出色，超出了预期。分析师注意到英伟达的表现非常强劲，与历史数据相比显示出显著增长，然而这种乐观的前景已经反映在其当前股价中。
英伟达的季度业绩超出预期，在数据中心计算活动中表现强劲，这弥补了数据中心网络的出人意料的下滑。尽管第四季度的营收前景符合预期，与布莱克韦尔相关的即时毛利挑战预计将持续到4月季度，但各种客户群体对人工智能制造行业的需求增加的预期。此外，供应的改善和2025年下半年毛利率的正常化预计将促进强劲的季度盈利增长，并导致分析师对接下来的一年的积极预期修订。
英伟达报告了10月季度的业绩超出共识预期，并从较高的营收基础上，预测1月季度环比增长7％，与共识一致，但略低于市场预期。分析师强调，英伟达在先进硅片、硬件和软件平台方面保持着与竞争对手的显著领先地位，并认为由于对人工智能的持续需求，这份盈利报告具有强劲的性质。
在英伟达的第三财季报告后，特别强调了“适度”的指导和毛利率评论，使下两个季度更有利，因为公司强调加速发展布莱克韦尔。人们注意到英伟达在转型方面表现出色。
该公司指出，由于供应受限，英伟达的结果在某种程度上比先前季度更谨慎，但仍超出预期，保持了投资者熟悉的模式。尽管在规模和利润方面有小小的担忧，但由于新的领导阶段开始，整体情绪是积极的。
以下为今日16位分析师对$英伟达 (NVDA.US)$的最新投资评级及目标价：
提示:
TipRanks为独立第三方，提供金融分析师的分析数据，并计算分析师推荐的平均回报率和胜率。提供的信息并非投资建议，仅供参考。本文不对评级数据和报告的完整性与准确性做出认可、声明或保证。
TipRanks提供每位分析师的星级，分析师星级代表分析师所有推荐的过往表现，通过分析师的总胜率和平均回报率综合计算得出，星星越多，则该分析师过往表现越优异，最高为5颗星。
分析师总胜率为近一年分析师的评级成功次数占总评级次数的比率。评级的成功与否，取决于TipRanks的虚拟投资组合是否从该股票中产生正回报。
总平均回报率为基于分析师的初始评级创建虚拟投资组合，并根据评级变化对组合进行调整，在近一年中该投资组合所获得的回报率。
