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☆ All the big Nvidia calls after AI conference: Goldman raises target to $1,000, JPMorgan sees 'dominance'
  + stars: | 2024-03-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +5 min
Goldman Sachs Goldman Sachs' Toshiya Hari joined a handful of analysts turning more bullish on the chipmaker following the keynote event, boosting the firm's price target to $1,000 from $875. Wells Fargo Wells Fargo analyst Aaron Rakers said Nvidia didn't shock investors with any unexpected updates, but he still raised his price target to $970 from $840. Sur retained his overweight rating and $850 price target. The analyst retained his $1,100 price target and buy rating, citing the company's ongoing leadership within the AI value chain. The analyst retained his outperform rating and $1,000 price target, calling the company's ongoing expansion beyond chips "unmatched."
Persons: Jensen, Blackwell, Hopper, Huang, Morgan Stanley, Joseph Moore, Goldman Sachs Goldman Sachs, Toshiya Hari, Hari, bode, Aaron Rakers, NVDA, Morgan Stanley Morgan Stanley's Joseph Moore, Moore, Harlan Sur, Sur, Bank of America's Vivek Arya, Bernstein, Bernstein's Stacy Rasgon, Taylor Swift Organizations: Nvidia, Wall, Blackwell, Micron Technology, JPMorgan, NVIDIA, Bank of America, Bank of America's, SAP Center Locations: 2H24, Wells Fargo Wells Fargo, San Jose
☆ Analysts ratchet up Nvidia price forecasts ahead of big conference with one seeing 30% upside
  + stars: | 2024-03-18 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
Several major Wall Street shops have already beefed up their price targets on the chipmaker heading into the event, with HSBC and Truist joining the flood on Monday. NVDA 1Y mountain Nvidia share performance over the last year According to FactSet, the current consensus price target on Nvidia implies about 4% upside, with 90% of analysts holding a buy or overweight rating. Stein boosted the firm's price target to $1,177 from $911 a share, reflecting 34% upside from Friday's close. "We are encouraged by Nvidia's AI product roadmap which focuses on moving beyond GPUs and towards owning the entire value chain." Wall Street turns more bullish HSBC and Truist may be the latest Wall Street shops to up estimates heading into the GTC Conference, but they are far from the first.
Persons: FactSet, William Stein, Stein, HSBC's Frank Lee, Blackwell, America's Vivek Arya, Cantor Fitzgerald's C.J, Muse, — CNBC's Michael Bloom Organizations: Nvidia, Bank of America, Wall Street, HSBC, Truist, GTC, Bank, America's, NVIDIA
☆ Servers will need to be accelerated and Nvidia stands to benefit: Bank of America's Vivek Arya
  + stars: | 2024-02-22 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailServers will need to be accelerated and Nvidia stands to benefit: Bank of America's Vivek AryaVivek Arya, Bank of America Securities senior semiconductor analyst, joins 'Power Lunch' to discuss if anything in Nvidia's earnings results gave the analyst a pause, if there are any competitive risks for Nvidia, and more.
Persons: America's Vivek Arya Vivek Arya Organizations: Nvidia, Bank, America's, Bank of America Securities
☆ Chip analysts boost Nvidia price targets in race to catch up to chipmaker's relentless 'joyride'
  + stars: | 2024-02-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +4 min
That led several Wall Street banks to hike their price targets to account for the unrelenting demand. Bernstein and other Wall Street shops raced to catch up with Nvidia's share price, hiking their price targets in reaction to nonstop demand and the company's enormous total addressable market. Rasgon's new target was the equivalent of 48% upside from Wednesday's close, while the average price target according to FactSet implied more than 22% upside. Bank of America's Vivek Arya also lifted his Nvidia price target to $925 per share, equal to about 37% upside. JPMorgan analyst Harlan Sur boosted his price target to $850 to reflect strong data center growth and future product launches.
Persons: Bernstein's Stacy Rasgon, Bernstein, America's Vivek Arya, Harlan Sur, allaying, Sur, Goldman Sachs, Toshiya Hari, Morgan Stanley's Joseph Moore, Moore, Deutsche Bank's Ross Seymore, Seymore, Timothy Arcuri, Arcuri, — CNBC's Michael Bloom Organizations: Nvidia, Bank, America's, JPMorgan, Deutsche, UBS Locations: CY24
☆ Friday's analyst calls: Social media stock gets upgraded, Coinbase to rally 30%?
  + stars: | 2024-01-26 | by ( Brian Evans Fred Imbert | Brian Evans | Fred Imbert | ) www.cnbc.com   time to read: +8 min
The firm named the stock a top pick for 2024 and reiterated an overweight rating alongside a $105 per share price target. The firm downgraded the health insurance stock to neutral from buy, and lowered its price target to $370 per share from $530. Sur reiterated an underweight rating on Intel stock alongside a $37 per share price target, or more than 25% downside moving forward. Deutsche Bank's Ross Seymour reiterated a hold rating on the stock as well as a $42 per share price target, implying about 15% downside. Analysts Benjamin Black upgraded the Snapchat parent company to buy from hold and raised his price target to $19 from $10.
Persons: Oppenheimer, Wells, Timur Braziler, — Brian Evans, AJ Rice, Brian Evans, Piper Sandler downgrades, Bancorp Piper Sandler, Piper Sandler's, Scott Siefers, Harlan Sur, Sur, America's Vivek Arya, Arya, Deutsche Bank's Ross Seymour, Seymour, Owen Lau, Lau, Coinbase, Analysts Benjamin Black, Black, Fred Imbert Organizations: CNBC, Deutsche Bank, UBS downgrades Humana, UBS, Humana, Piper Sandler downgrades U.S, Bancorp, U.S . Bancorp, Intel, . Bank, America's, GM, Deutsche, U.S . Securities, Exchange Commission, Analysts Locations: Wells Fargo, Puerto Rican, ., Coinbase, Thursday's, China
☆ Tuesday's analyst calls: Boeing upgrade; EV charging stock in trouble
  + stars: | 2023-11-28 | by ( Lisa Kailai Han Fred Imbert | Lisa Kailai Han | Fred Imbert | ) www.cnbc.com   time to read: +9 min
Analyst Brad Capuzzi's $8 price target is 43% above where the stock closed on Monday afternoon. "Shares have substantially outperformed this year; catalyzed by the exit of the logistics business & newfound emphasis on profitability," wrote analyst Clarke Jeffries. Bank of America's Vivek Arya lifted his price target to $1,200, or more than a 26% increase from the stock's Monday close of $950.24. Herbert upgraded Boeing to outperform from sector perform and lifted his price target to $275 from $200. "We believe we are in the early stages of a significant shift in sentiment on BA stock," analyst Ken Herbert wrote.
Persons: Jefferies, Piper Sandler, Brad Capuzzi's, Capuzzi, Lisa Kailai Han, Goldman Sachs, Keith Horowitz, Horowitz, Goldman, — Lisa Kailai Han, Clarke Jeffries, Jeffries, Bernstein, Peter Weed, Weed, UBS downgrades ChargePoint, Robert Jamieson, Jamieson, bode, Timothy Arcuri, America's Vivek Arya, Arcuri, Arya, Herbert, Ken Herbert, John Hecht, Fred Imbert Organizations: CNBC, Tuesday's, RBC, Boeing, UBS, Citi Citi, UBS downgrades, UBS doesn't, Broadcom, VMWare, Bank of America, Bank, America's, RBC Capital Markets, —, Jefferies Locations: underperform, LendingClub, Goldman Sachs
☆ What new U.S. export controls on China mean for Nvidia and other key parts of AI ecosystem
  + stars: | 2023-10-19 | by ( Samantha Subin | ) www.cnbc.com   time to read: +6 min
Washington's tightened grip on artificial intelligence chip sales to China could have long-term implications for Nvidia , 2023's famed AI darling. Through Wednesday's close, Nvidia, the dominant AI player, had lost 7% this week, while Advanced Micro Devices and Marvell Technology slumped more than 2%. What it means for Nvidia Nvidia said in an SEC filing this week that the latest government curbs could hinder its new product development timeline, and a handful of chip models. The major aim of the latest U.S. restrictions is to prevent China from harnessing advanced semiconductor chips to strengthen its military. To be sure, Nvidia isn't the only company slated to feel the pressure from the latest export curbs.
Persons: Greg Bassuk, Atif Malik, Morgan Stanley's Joseph Moore, Malik, America's Vivek Arya, Harlan Sur, Goldman Sachs, Toshiya Hari, Paul Meeks, Meeks, Charles Shi, JPMorgan's, Raymond James, Srini Pajjuri, Michael Bloom Organizations: Nvidia, U.S . Commerce Department, Devices, Marvell Technology, Commerce Department, Micron Technology, AXS Investments, Nvidia Nvidia, SEC, United, United Arab Emirates, Citi, Intel, Investments, Bank, America's, JPMorgan Chase, Lam Locations: China, Boise , Idaho, Vietnam, Saudi Arabia, United Arab, Freemont , California
☆ Buy this 'prime beneficiary' of the AI arms race poised to navigate a difficult demand picture, UBS says
  + stars: | 2023-09-01 | by ( Samantha Subin | ) www.cnbc.com   time to read: +1 min
The artificial intelligence-fueled arms race is only just beginning, and UBS views Broadcom as well positioned to come out a winner. Analyst Timothy Arcuri reiterated his buy rating and $925 price target on shares after the company's fiscal third-quarter results, calling the semiconductor a "prime beneficiary" of the AI fight. Broadcom shares have surged 65% this year as investors go all in on AI. Looking ahead, Arcuri expects ongoing AI revenue growth into the 2024 fiscal year to help Broadcom move past persisting end market weakness and a difficult demand environment. AI revenue is expected to surpass 25% of semis revenue in the coming year.
Persons: Timothy Arcuri, Arcuri, America's Vivek Arya, Arya, — CNBC's Michael Bloom Organizations: UBS, Broadcom, Bank, America's, Nvidia, Arya, Bank of
☆ Nvidia reported another blowout quarter, and analysts don't see that momentum waning
  + stars: | 2023-08-24 | by ( Alex Harring | ) www.cnbc.com   time to read: +3 min
And it's already a popular business: the company reported $10.32 billion in data center revenue, reflecting a 171% increase from the same quarter a year ago. Roy also raised his price target for shares to $600, which reflects a 27.3% jump from Wednesday's close. If met, that price target equates to a more than 310% gain from where the stock finished 2022. Bank of America's Vivek Arya hiked his price target to $650 from $550, and Atif Malik of Citi now expects the stock to go to $630. In addition to the data center business, Goldman's Hari pointed to improving supply as a reason to be optimistic that there's still upside ahead.
Persons: Refinitiv, Ruben Roy, Roy, Wells, Aaron Rakers, Goldman Sachs, Toshiya Hari, America's Vivek Arya, Atif Malik, Goldman's Hari, BofA's Arya, Hari, Ross Seymore, he'd, NVDA, Michael Bloom Organizations: Nvidia, Bank, America's, Citi, Deutsche Bank Locations: Wells Fargo
☆ Semiconductor stocks are on track for their best first half on record. Analysts expect these names to keep rising
  + stars: | 2023-06-09 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Semiconductor stocks have been on a tear this year as investors bet on the promise of artificial intelligence and rotate back into technology names. This backdrop puts the VanEck Semiconductor ETF (SMH) up about 45% and on track for its best first half on record. SMH YTD mountain Semiconductor stocks on track for best first half on record Despite the sector's outperforming half, Wall Street sees more upside in store for some popular semiconductor names. These are the four stocks analysts expect to continue surging. Shares have surged more than 160% as Wall Street focuses on artificial intelligence in the wake of ChatGPT's showstopping debut.
Persons: ChatGPT's, Marvell, America's Vivek Arya Organizations: Semiconductor, CNBC Pro, Nvidia, Marvell Technology, Bank, America's, Barclays, Devices, Technology
☆ Watch CNBC's full interview with Bank of America's Vivek Arya
  + stars: | 2023-03-31 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC's full interview with Bank of America's Vivek AryaVivek Arya, BofA Securities senior semiconductor analyst, joins 'Squawk Box' to discuss why semiconductor stocks have been up, geopolitical risks associated with chip investing, and more.
☆ Nvidia will be the 'grand marshal' of the A.I. bubble 'parade,' says Josh Brown
  + stars: | 2023-03-28 | by ( Michelle Fox | ) www.cnbc.com   time to read: +1 min
A scarcity of artificial intelligence plays is causing an AI bubble, with Nvidia leading the charge, said Ritholtz Wealth Management CEO Josh Brown on Tuesday. Shares of Nvidia are up nearly 80% so far this year as investors hop into the AI theme. "Nvidia is going to be the grand marshal of that parade, twirling the baton down Main Street," Brown said on CNBC's " Halftime Report ." It's merely stage one," Brown wrote in a February blog post . For those who want to be in AI, Nvidia is the biggest way to do it, Brown said.
☆ These are the best-performing stocks since the bank crisis began, and the sector that's leading
  + stars: | 2023-03-22 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
As yields sank, investors rotated back into technology stocks, which had been hid hard the past year by rising yields and higher interest rates that hurt valuations. Amid this backdrop, CNBC Pro screened for the best-performing stocks in the S & P 500 since the crisis kicked off. These are some of the stocks outperforming: Chip stocks have been some of the biggest winners since the crisis began, with Advanced Micro Devices up 12.4%, the third best-performing stock. Another standout chip stock is Nvidia , up a little over 8% in the wake of the crisis. Other key players at the center of the AI chatbot war also made the list.
☆ Nvidia's 'dominant A.I. leadership' is clear after GTC developer conference, Wall Street analysts say
  + stars: | 2023-03-22 | by ( Sarah Min | ) www.cnbc.com   time to read: +4 min
If there's one takeaway from Nvidia 's developer conference, it's the computing firm's dominant leadership in artificial intelligence, according to Wall Street analysts. Investors piled into Nvidia shares this year as they sought ways to play the growing AI trend. NVDA 1Y mountain Nvidia shares 1-year The event only added to their confidence in the stock. to a multi $Tn+ IT/Infrastructure as a service industry TAM from narrower chip-only industry opportunity," Arya wrote to clients on Tuesday. JPMorgan's Harlan Sur reiterated an overweight rating, saying Nvidia's "dominant AI leadership" is clear following the event.
☆ Analysts praise Nvidia's results, call A.I. opportunities the next big growth vector for the chipmaker
  + stars: | 2023-02-23 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
Strong overall results from Nvidia and more artificial intelligence developments outweigh the chip stock's gaming center miss in its recent quarterly print, analysts say. The chipmaker on Wednesday posted better-than-expected quarterly results , driven by growth in its data center business that includes AI chips. CEO Jensen Huang added during a call with analysts that AI is at an "inflection point," leading businesses to purchase its chips for machine learning software. And, while the company's gaming business is unlikely to rebound to its pandemic heights, it looks "largely derisked" going forward, wrote Morgan Stanley's Joseph Moore. He added that this segment could become a steady 10% growth business for the chip maker.
☆ These four stocks won earnings season, and analysts see more gains for them
  + stars: | 2023-02-23 | by ( Fred Imbert | ) www.cnbc.com   time to read: +2 min
This earnings season has been rocky, at best, but some companies have stood out and are expected to see strong gains going forward. Earnings growth estimates have also grown by more than 10 percentage points since then. The stock is up more than 20% this earnings season, and analysts see the stock rising about 20% over the next 12 months, FactSet data shows. Before the earnings season, they forecast a 34% profit decline. Shares of Aptiv, which develops automotive tech, are up more than 17% since the earnings season began, and analysts see nearly 20% more upside, FactSet data shows.
☆ Most analysts are sticking with AMD even after 'partly cloudy' fourth-quarter earnings
  + stars: | 2023-02-01 | by ( Hakyung Kim | ) www.cnbc.com   time to read: +4 min
AMD shares popped about 3%. On Wall Street, several analysts reiterated AMD shares as a buy despite the continued overhangs in the chipmaking industry, and project upside for the stock. Goldman Sachs also maintained a buy rating on AMD, saying that despite broader market challenges, the company is on track towards a positive market share trajectory. 'Partly cloudy' results Deutsche Bank analyst Ross Seymore reiterated a hold rating on the stock, citing its "partially cloudy" fourth-quarter results. AMD shares have benefited from January's market and tech shares rally, jumping 16.03% since the start of 2023.
☆ Dividend stocks are beating the market — Here are Wall Street's favorite income plays for 2023
  + stars: | 2023-01-13 | by ( Michelle Fox | ) www.cnbc.com   time to read: +3 min
The companies are rated buy by at least 70% of the analysts covering them. Cabot, which yields 2.1%, has nearly 22% upside to the average price target. First Merchants, along with its 3.1% yield, has nearly 18% upside to its consensus price target. Of all names on the list, Broadcom has the highest dividend yield, at 3.2%. Lastly, payments company Visa has an 0.8% dividend yield and 12% upside, based on the consensus price target.
Organizations: & $
☆ Nvidia's results suggest its gaming business is close to a bottom, analysts say
  + stars: | 2022-11-17 | by ( Samantha Subin | ) www.cnbc.com   time to read: +2 min
The latest results from Nvidia suggest a gaming bottom is in sight for the battered semiconductor stock, according to analysts. The chipmaker on Wednesday posted a mixed quarter, with earnings falling slightly below analysts' expectations . Nvidia's gaming division reported a 51% decline in sales as the PC gaming market slows from pandemic-era growth and retailers grapple with a glut of inventory. Bank of America's Vivek Arya reflected similar sentiment, viewing the current period as an "inflection quarter" for the chip stock. Analysts see particular strength in the company's data center business, which saw sales rise 31% year over year.
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