Stocks expected to have increasing option volume: NVDA AVGO SMCI DELL CRM INFA COST

Wolfe on NVIDIA (NVDA): 'we think the pain trade for NVDA is higher'

May 29, 2025 9:13 AM EDT

Wolfe Research analyst Chris Caso reiterated an Outperform rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "The report was favorable in that all of the investor concerns heading into the quarter have by now been addressed - rack production, China (now out of numbers) and AI diffusion (not being enforced). The most... More

Edgewater Comments on NVIDIA (NVDA)

May 29, 2025 8:35 AM EDT

Edgewater Comments on NVIDIA (NASDAQ: NVDA)

"Solid underlying fundamentals in noisy quarter, deployment metrics encouraging."... More

Baird Reiterates Outperform Rating on NVIDIA (NVDA)

May 29, 2025 6:59 AM EDT

Baird analyst Tristan Gerra reiterated an Outperform rating and $195.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Our $190B+ DC revenue estimate remains intact for this year, up nearly 70% YoY, embedding a sharp 2H re-acceleration. Our industry checks suggest no change in... More

Needham Reiterates Buy Rating on NVIDIA (NVDA)

May 29, 2025 6:08 AM EDT

Needham analyst Rajvindra Gill reiterated a Buy rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "NVIDIA delivered an F1Q26 beat, but a miss on the F2Q26 guide due to the impact of H20 export controls. Our key... More

NVIDIA (NVDA) PT Raised to $205 at Melius

May 29, 2025 5:13 AM EDT

Melius analyst Ben Reitzes raised the price target on NVIDIA (NASDAQ: NVDA) to $205.00 (from $195.00) while maintaining a Buy rating.

The analyst comments "The Momentum is Back: We think the market reaction is right - and could get even better as we go throughout the year -... More

NVIDIA (NVDA) PT Raised to $135 at DA Davidson

May 29, 2025 5:10 AM EDT

DA Davidson analyst Gil Luria raised the price target on NVIDIA (NASDAQ: NVDA) to $135.00 (from $120.00) while maintaining a Neutral rating.

The analyst comments "We maintain our NEUTRAL rating and raise our price target from $120 to $135 on NVIDIA following mixed earnings results that saw... More

Evercore ISI on NVIDIA (NVDA): 'Still a Top Pick Post AprQ Report'

May 29, 2025 4:50 AM EDT

Evercore ISI analyst Mark Lipacis reiterated an Outperform rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "Still a Top Pick Post AprQ Report. We continue to view NVDA as a top pick post a 9% AprQ EPS beat and JulQ... More

JPMorgan Reiterates Overweight Rating on NVIDIA (NVDA)

May 29, 2025 4:40 AM EDT

JPMorgan analyst Harlan Sur reiterated an Overweight rating and $170.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "NVIDIA reported solid Apr-Qtr revenues of $44B (above ours/consensus estimates of $43B) even with ~$2.5B of lost H20 China GPU shipments due to China restrictions (restrictions to China went into effect on April 9th) while margins/EPS were impacted by the $4.5B of H20 inventory write-downs/purchase commitments driving lower GMs (61% versus prior guide of 71%) and EPS of $0.81 (versus consensus of $0.93). For the Jul-Qtr, the team guided revenues to $45B, below consensus ($46B) as... More

NVIDIA (NVDA) PT Raised to $180 at Citi

May 29, 2025 4:39 AM EDT

Citi analyst Atif Malik raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $150.00) while maintaining a Buy rating.

The analyst comments "NVDA reported Apr-Q results in-line and Jul-Q sales of $45B ~$1B above our preview expectations clearing the final hurdle of the China... More

NVIDIA (NVDA) Trades 141 Handle, Up 4.5pct

May 28, 2025 4:54 PM EDT

NVIDIA (NASDAQ: NVDA) Trades 141 Handle, Up 4.5pct

Earlier: NVIDIA (NVDA) Files Mixed ShelfEarlier: NVIDIA (NVDA) Tops Q1 Revenue, Offers Guidance... More

Piper Sandler Reiterates Overweight Rating on NVIDIA (NVDA) Ahead of Earnings, 'poised to be flat to down into the print this week'

May 27, 2025 6:27 AM EDT

Piper Sandler analyst Harsh Kumar reiterated an Overweight rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "All in all, we think that NVDA is poised to be flat to down into the print this week. We think... More