Nvidia Q1 results top estimates, but $8B hit from US-China chip ban hits guidance

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