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.
投資者正在關注英偉達公司(納斯達克代碼: NVDA)股價潛在飆升,分析師預測在2025年初的幾天內將出現重大上漲。這種預期受到對首席執行官黃仁勳在活動上的主題演講的期待推動。
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.
事件經過: 花旗分析師已將英偉達列入「積極催化劑觀察」名單,據彭博商業週刊週四報道。該公司預測芯片製造商的股價可能上漲27%,達到175美元的目標價。這一預測是在黃仁勳準備在2025年1月7日至1月10日舉辦的CES 2025的主題演講之際做出的。花旗表示,黃仁勳將在1月6日發表開幕演講,然後於1月7日對金融分析師進行問答環節。
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.
花旗的分析師阿蒂夫·馬利克預測英偉達的利潤率將在四月季度觸底,之後有望出現上升趨勢。公司預計將應對製造業,倉儲和仿人機器人等領域的人工智能機器人需求。
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.
花旗維持對英偉達股票的「買入」評級,並在公司第三季度業績發佈後將其目標價從170美元上調至175美元。英偉達股票一年來上漲了176%,受到其人工智能gpu芯片需求強勁推動。
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: 英偉達最近的財務表現令人印象深刻,公司超過了第三季度的營業收入和每股盈利預期。收入爲351億美元,同比增長94%,超過了331.2億美元的市場共識。
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,預計CES 2025活動將是英偉達潛在發佈其下一代gpu芯片的平台。有傳言稱英偉達可能會發布關於其RTX 50系列的更新,包括基於Blackwell架構的臺式gpu芯片。這一預期的公告可能進一步增強英偉達在市場上的地位和股票表現。
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.
價格走勢: 同時,根據彭博專業數據,英偉達的共識價格目標爲170.56美元,基於40位分析師的評級。其中高點爲羅森布拉特發行的220美元,低點爲New Street Research發行的120美元。
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Disclaimer: This content was partially produced with the help of Benzinga Neuro and was reviewed and published by Benzinga editors.
免責聲明:本內容部分由Benzinga Neuro幫助製作,並經Benzinga編輯審查和發佈。
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