SIG analyst Christopher Rolland maintains $NVIDIA (NVDA.US)$ with a buy rating, and adjusts the target price from $160 to $180.
According to TipRanks data, the analyst has a success rate of 62.9% and a total average return of 24.8% 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.
Anticipation for Nvidia's upcoming quarterly results and following period outlook is high, with expectations of continued demand from CSPs and enterprises for AI accelerators driving this optimism. Moreover, there is a projection of a substantial uptick in demand commencing in Blackwell Q1. Based on discussions with investors, there is a forecast of significant GPU sales in the next year. Nvidia is seen as a frontrunner in the AI space, gaining from its comprehensive AI hardware and software capabilities.
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.
海納國際分析師Christopher Rolland維持$英偉達 (NVDA.US)$買入評級,並將目標價從160美元上調至180美元。
根據TipRanks數據顯示,該分析師近一年總勝率為62.9%,總平均回報率為24.8%。
此外,綜合報道,$英偉達 (NVDA.US)$近期主要分析師觀點如下:
在11月20日業績發佈之前,對英偉達業績的預期是積極的,預計與公司10月季度的銷售數據一致。由於解決了Blackwell掩膜版-半導體問題,預計一季度數據中心的銷售預測已被提高,以考慮到明顯的Blackwell銷售。然而,供應限制仍然是一個因素。
對英偉達即將發佈的季度業績和隨後的期望前景充滿期待,預計CSP和企業對人工智能加速器的持續需求推動了這種樂觀。此外,預計從Blackwell第一季度開始需求將出現大幅增長。根據與投資者的討論,預計明年將有大量gpu芯片-雲計算銷售。英偉達被視爲人工智能領域的領軍者,憑藉其全面的人工智能硬件和軟件能力受益。
提示:
TipRanks為獨立第三方,提供金融分析師的分析數據,並計算分析師推薦的平均回報率和勝率。提供的信息並非投資建議,僅供参考。本文不對評級數據和報告的完整性與準確性做出認可、聲明或保證。
TipRanks提供每位分析師的星級,分析師星級代表分析師所有推薦的過往表現,通過分析師的總勝率和平均回報率综合計算得出,星星越多,則該分析師過往表現越優異,最高爲5颗星。
分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。