Nvidia's Blackwell revenue in focus as sales growth slows
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NVIDIA (NVDA) Falls 2pct
November 20, 2024 10:07 AM ESTNVIDIA (NASDAQ: NVDA) Falls 2pct
Earlier: Lynx Equity on 'NVIDIA (NVDA): 'investors may step aside and look for a better point of entry'... MoreLynx Equity on 'NVIDIA (NVDA): 'investors may step aside and look for a better point of entry'
November 20, 2024 8:55 AM ESTLynx Equity on 'NVIDIA (NASDAQ: NVDA): 'investors may step aside and look for a better point of entry'
The analyst comments "NVDA stock traded up ~20% since early October when the CEO started a media/Street campaign to message that Blackwell demand is insane and that everythings on track. With the stock close to its all-time high, we detect investor nervousness given that the valuation is leveraged to Blackwell, a future product cycle that has had trouble getting off the starting block due to well-known heating issues. We will wait for an update from management... More
NVIDIA (NVDA) PT Raised to $167 at Truist Securities, 'Buy NVDA into earnings'
November 19, 2024 6:03 AM ESTTruist Securities analyst William Stein raised the price target on NVIDIA (NASDAQ: NVDA) to $167.00 (from $148.00) while maintaining a Buy rating.
The analyst comments "Buy NVDA into earnings. NVDA reports its CQ3 (Oct.) result on Weds 11/20. We expect NVDA will (1) deliver upside... More
NVIDIA (NVDA) PT Raised to $180 at Stifel
November 19, 2024 5:22 AM ESTStifel analyst Ruben Roy raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $165.00) while maintaining a Buy rating.
The analyst comments "NVDA reports its F3Q25 (Oct.) results after market on Wednesday, 11/20. Supply chain data points, as well as discussions with industry... More
NVIDIA (NVDA) CEO + Others To Speak at SC24 in Atlanta at 1:30pm
November 18, 2024 10:47 AM ESTNVIDIA (NASDAQ: NVDA) CEO + Others To Speak at SC24 in Atlanta at 1:30pm
"NVIDIA SC24 Virtual Special Address. November 18 at 10:30 a.m. PT, 1:30 p.m. ET. Join NVIDIA Founder and CEO Jensen Huang, NVIDIA VP and GM for Hyperscale and HPC Ian Buck, Argonne... MoreBofA on NVIDIA (NVDA): 'NVDA solid CY25 positioning despite Blackwell transition'
November 18, 2024 7:11 AM ESTBofA on NVIDIA (NASDAQ: NVDA): 'NVDA solid CY25 positioning despite Blackwell transition'
The analyst comments "Media reports suggest NVDA Blackwell rollout suffering from high power of certain highend (NVL-72) configurations. There have been other reports and tech discussions re slowdown in AI scaling. We... More
Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA)
November 18, 2024 6:52 AM ESTRosenblatt analyst Hans Mosesmann reiterated a Buy rating and $200.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Nvidia reports F3Q25 earnings on Wednesday, November 20th, after market close (register for webcast here). We expect modest upside for Nvidia's October quarter (our/consensus revenue estimates... More

