虽然这个估值远高于同行约28.5倍的平均水平，但我们认为这是合理的，因为英伟达可以抓住蓬勃发展的终端市场机遇。After rising by 165% this year, can "AI total leader" Nvidia continue to lead the surge in US semiconductor stocks? According to bold predictions by Wall Street analysts, not only can Nvidia rise by another one-fifth, other components of the Philadelphia Semiconductor Index also have the potential to follow suit.
Chris Rolland, an analyst from Susquehanna Bancshares, raised Nvidia's target stock price from $145 to $160 in a recent report, with a new target price that has 21% upside potential from last Friday's closing price and a PE ratio of 51.5 times in the future.
Rolland said,
"Although this valuation is far higher than the average of about 28.5 times for peers, we believe it is reasonable because Nvidia can seize the opportunities in the booming end market."
Since the beginning of the year, Nvidia has accumulated a total increase of about 172%. According to FactSet data, although Rolland is optimistic about Nvidia's stock price rising 21%, his target price has now become the highest target price on FactSet.
FactSet data also shows that among all the components of the Philadelphia Semiconductor Index, there are three stocks with at least 23% upside potential from the average target price of analysts.
These three stocks are Lattice, Rambus, and Intel, all of which are losers in the stock market this year. Lattice has fallen by 13% since the beginning of the year, Rambus has fallen by 18%, and Intel has fallen by 39%.
In terms of ratings, analysts are optimistic about Lattice and Rambus, with 71% of analysts giving a "buy" or equivalent rating for their stocks according to FactSet data. The average target price given by analysts suggests that Lattice has 26% upside potential, while Rambus has 25%.
For Intel, analysts' views are more divergent. Although the average target price suggests a 23% upside potential, only 28% of analysts are bullish on the stock. Among the 47 analysts tracked, 13 gave a buy rating, 30 gave a neutral rating, and 4 gave a sell rating.
