Nvidia's Next Big Catalyst? Analyst Sees Jensen Huang-Led Company's Stock Jumping 27% By Early 2025
Nvidia's Next Big Catalyst? Analyst Sees Jensen Huang-Led Company's Stock Jumping 27% By Early 2025
Investors are eyeing a potential surge in Nvidia Corp. (NASDAQ:NVDA) stock, with analysts predicting a significant rise in the early days of 2025. The anticipation is fueled by expectations surrounding CEO Jensen Huang's keynote address at the event.
投资者正在关注英伟达公司(纳斯达克代码: NVDA)股价潜在飙升,分析师预测在2025年初的几天内将出现重大上涨。这种预期受到对首席执行官黄仁勋在活动上的主题演讲的期待推动。
What Happened: Analysts at Citi have placed Nvidia on a "positive catalyst watch" for the upcoming 90 days, Business Insider reported on Thursday. The firm predicts the chipmaker's shares could climb by 27%, reaching a target price of $175. This forecast comes as Huang prepares for his keynote at CES 2025, scheduled from Jan.7 to Jan.10. Huang will deliver the opening keynote on Jan. 6, followed by a Q&A session for financial analysts on Jan. 7, according to Citi.
事件经过: 花旗分析师已将英伟达列入“积极催化剂观察”名单,据彭博商业周刊周四报道。该公司预测芯片制造商的股价可能上涨27%,达到175美元的目标价。这一预测是在黄仁勋准备在2025年1月7日至1月10日举办的CES 2025的主题演讲之际做出的。花旗表示,黄仁勋将在1月6日发表开幕演讲,然后于1月7日对金融分析师进行问答环节。
Citi analyst Atif Malik forecasts that Nvidia's profit margin will bottom out in the April quarter, with an upward trend expected thereafter. The company is anticipated to address AI robotics demand in sectors like warehouses, manufacturing, and humanoid robots.
花旗的分析师阿蒂夫·马利克预测英伟达的利润率将在四月季度触底,之后有望出现上升趋势。公司预计将应对制造业,仓储和仿人机器人等领域的人工智能机器人需求。
Citi has maintained a "Buy" rating on Nvidia shares, raising its price target from $170 to $175 following the company's third-quarter earnings release. Nvidia shares have surged 176% year-to-date, driven by strong demand for its AI GPU chips.
花旗维持对英伟达股票的“买入”评级,并在公司第三季度财报发布后将其目标价从170美元上调至175美元。英伟达股票一年来上涨了176%,受到其人工智能gpu芯片需求强劲推动。
Why It Matters: Nvidia's recent financial performance has been impressive, with the company surpassing third-quarter revenue and earnings per share estimates. The revenue of $35.1 billion, was a 94% increase year-over-year, beating the Street consensus estimate of $33.12 billion.
重要性: 英伟达最近的财务表现令人印象深刻,公司超过了第三季度的营业收入和每股盈利预期。收入为351亿美元,同比增长94%,超过了331.2亿美元的市场共识。
Additionally, the CES 2025 event is expected to be a platform for Nvidia to potentially reveal its next-generation GPUs. Rumors suggest that Nvidia might unveil updates about its RTX 50 series, including desktop GPUs based on the Blackwell architecture. This anticipated announcement could further bolster Nvidia's market position and stock performance.
此外,预计CES 2025活动将是英伟达潜在发布其下一代gpu芯片的平台。有传言称英伟达可能会发布关于其RTX 50系列的更新,包括基于Blackwell架构的台式gpu芯片。这一预期的公告可能进一步增强英伟达在市场上的地位和股票表现。
Price Action: Meanwhile, as per Benzinga Pro data, Nvidia has a consensus price target of $170.56 based on the ratings of 40 analysts. The high is $220 issued by Rosenblatt while the low is $120 issued by New Street Research.
价格走势: 同时,根据彭博专业数据,英伟达的共识价格目标为170.56美元,基于40位分析师的评级。其中高点为罗森布拉特发行的220美元,低点为New Street Research发行的120美元。
- Will GameStop, AMC Follow MicroStrategy, Rumble Into Bitcoin?
- 游戏驿站、AMC会跟随microstrategy的步伐,进军比特币市场吗?
Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免责声明:本内容部分由Benzinga Neuro帮助制作,并经Benzinga编辑审查和发布。
Image via Shutterstock
图片来源:shutterstock