Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA)

NVIDIA (NVDA) Falls 2pct

November 20, 2024 10:07 AM EST

NVIDIA (NASDAQ: NVDA) Falls 2pct

Earlier: Lynx Equity on 'NVIDIA (NVDA): 'investors may step aside and look for a better point of entry'... More

Lynx Equity on 'NVIDIA (NVDA): 'investors may step aside and look for a better point of entry'

November 20, 2024 8:55 AM EST

Lynx 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 EST

Truist 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 EST

Stifel 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 EST

NVIDIA (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... More

BofA on NVIDIA (NVDA): 'NVDA solid CY25 positioning despite Blackwell transition'

November 18, 2024 7:11 AM EST

BofA 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

Nvidia's Blackwell revenue in focus as sales growth slows

November 18, 2024 6:05 AM EST

By Arsheeya Bajwa

(Reuters) -Nvidia has bested lofty Wall Street revenue expectations for the past eight quarters, but as analysts expect a slower pace of growth, how the company overcomes delays and supply chain issues to sell its latest AI chips is likely to be a barometer for its stock price.

The chipmaker, which is at the heart of the generative artificial intelligence boom, is expected to report that its third-quarter sales surged 82.8% to $33.13 billion, according to data compiled by LSEG.

This would mark the slowest growth in six quarters, with its sales at least doubling in the... More

Morgan Stanley on NVIDIA (NVDA): 'we should keep near term expectations in check'

November 18, 2024 6:00 AM EST

Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Feedback from investors and industry sources reinforced our view that we should keep near term expectations in check, with a strong 2h ramp to come. Separately, we provide initial perspective into the sudden scaling debate.. Last week we previewed NVIDIA's earnings, raising #s for 2h but trying to maintain measured expectations for the current quarter/outlook given the current transitional environment. Investor conversations, as well as industry feedback from our note, reinforced the... More

NVIDIA (NVDA) option implied volatility into quarter results

November 18, 2024 5:47 AM EST

NVIDIA (NASDAQ: NVDA) 30-day option implied volatility is at 59; compared to its 52-week range of 32 to 89 into quarter results.

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Active options: NVDA TSLA PLTR AMZN SMCI AMD AAPL META PFE

November 18, 2024 5:29 AM EST

Active options: NVDA TSLA PLTR AMZN SMCI AMD AAPL META PFE

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Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA)

November 18, 2024 5:16 AM EST

Evercore ISI analyst Mark Lipacis reiterated an Outperform rating and $189.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "We see the near-term risks as largely balanced and we are buyers of NVDA heading into its F3Q earnings report scheduled for Wednesday, 20-Nov.... More

Dell Technologies (DELL) ships first Nvidia (NVDA) GB200 NVL72 server rack

November 17, 2024 10:22 PM EST

Dell Technologies (NYSE: DELL) Chairman and CEO Michael Dell tweeted Sunday evening that the world's first NVIDIA (NASDAQ: NVDA) GB200 NVL72 server racks are now shipping.

"We are thrilled to deliver our liquid-cooled PowerEdge XE9712 to... More

Overheating issue could delay NVIDIA's new Blackwell AI servers – The Information

November 17, 2024 4:28 PM EST

Investing.com -- NVIDIA's (NASDAQ: NVDA) new Blackwell AI chip is said to be having issues with overheating when connected in customized server racks, The Information reported Sunday afternoon. The company is working with suppliers to change the design of the racks to alleviate... More

Active options: NVDA TSLA PLTR AMZN SMCI AMD AAPL META PFE MSTR

November 15, 2024 3:21 PM EST

Active options: NVDA TSLA PLTR AMZN SMCI AMD AAPL META PFE MSTR

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Nvidia results in focus as stock market's election boost stalls

November 15, 2024 1:21 PM EST

By Lewis Krauskopf

NEW YORK (Reuters) -Nvidia Corp's results in the coming week could guide the U.S. stock market on its next path, as investors turn their focus to the technology sector and artificial intelligence trade after an election-fueled rally stalled.

A nearly 800% run in shares of Nvidia over the past two years, driven by its gold standard AI business, has propelled the semiconductor company to the world's top spot by market value.

That heft gives Nvidia huge sway in market benchmarks, such as the S&P 500 and Nasdaq 100, while its results on Nov.... More

Active options: NVDA TSLA AMZN PLTR AAPL AMD BABA PFE SMCI GME

November 15, 2024 10:09 AM EST

Active options: NVDA TSLA AMZN PLTR AAPL AMD BABA PFE SMCI GME

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NVIDIA (NVDA) PT Raised to $185 at Jefferies

November 15, 2024 4:24 AM EST

Jefferies analyst Blayne Curtis raised the price target on NVIDIA (NASDAQ: NVDA) to $185.00 (from $150.00) while maintaining a Buy rating.

The analyst comments: "We expect a similar story to the last several quarters with a beat and raise in the $2B range. While expectations continue to creep higher, we... More

Active options: NVDA TSLA SMCI AAPL DIS AMZN PLTR COIN AMD MARA

November 15, 2024 2:49 AM EST

Active options: NVDA TSLA SMCI AAPL DIS AMZN PLTR COIN AMD MARA

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Active options: NVDA TSLA SMCI AAPL DIS AMZN PLTR COIN AMD

November 14, 2024 1:44 PM EST

Active options: NVDA TSLA SMCI AAPL DIS AMZN PLTR COIN AMD

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NVIDIA (NVDA) PT Raised to $175 at Oppenheimer

November 14, 2024 7:05 AM EST

Oppenheimer analyst Rick Schafer raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $150.00) while maintaining a Outperform rating.

The analyst comments: "We see upside to F3Q (Oct) results and F4Q (Jan) outlook led by sustained CSP/enterprise demand for AI... More

NVIDIA (NVDA) PT Raised to $170 at Raymond James

November 14, 2024 7:04 AM EST

Raymond James analyst Srini Pajjuri raised the price target on NVIDIA (NASDAQ: NVDA) to $170.00 (from $140.00) while maintaining a Strong Buy rating.

The analyst comments: "We expect another strong quarter driven by healthy Hopper demand and early Blackwell ramps. However, consensus has... More

NVIDIA (NVDA) PT Raised to $160 at Wedbush

November 14, 2024 6:48 AM EST

Wedbush analyst Matt Bryson raised the price target on NVIDIA (NASDAQ: NVDA) to $160.00 (from $138.00) while maintaining a Outperform rating.

The analyst comments: "NVDA has been consistent in delivering a ~$2B beat while guiding for $2B+ in growth the past few quarters. We... More

NVIDIA (NVDA) PT Raised to $180 at Susquehanna

November 14, 2024 6:14 AM EST

Susquehanna analyst Christopher Rolland raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $160.00) while maintaining a Positive rating.

The analyst comments: "NVIDIA reports earnings on Wednesday, November 20. We expect better results/guidance as checks around H100/H200 and early Blackwell... More

NVIDIA (NVDA) PT Raised to $200 at HSBC

November 14, 2024 6:01 AM EST

HSBC analyst Frank Lee raised the price target on NVIDIA (NASDAQ: NVDA) to $200.00 (from $145.00) while maintaining a Buy rating.

The analyst comments: "Nvidias market cap is approaching USD3.6trn, the highest in the world, and is set to move further into uncharted territory. We... More