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☆ We hiked our Nvidia price target — encouraged by new highs after Goldman Sachs' bear case takedown
▼ + stars: | 2024-02-05 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +6 min

The new Goldman price target — which implies nearly 15.5% upside from Monday's — isn't even the highest on the Street. We're also raising our Club price target on Nvidia to $750 from $600. One of the lowest Nvidia price targets belongs to DA Davidson at $410 per share. NVDA 1Y mountain Nvidia's stock performance over the past 12 months. Nvidia's plan to release a new AI chip each year also adds to the sustainability of data center growth, the analysts argued.

Persons: Goldman Sachs, optimists —, — isn't, We're, Goldman, DA Davidson, Jim Cramer, TSMC, Jim Cramer's, Jim, Jensen Huang, Patrick T Organizations: Nvidia, Goldman, . Rosenblatt Securities, Microsoft, Amazon, Club, Apple, Taiwan Semiconductor Manufacturing Company, Devices, AMD, U.S, CNBC, Mobile, Fallon, Bloomberg, Getty Locations: China, American, Los Angeles

☆ Here's the trade on Nvidia ahead of earnings, according to analysts
▼ + stars: | 2023-08-20 | by ( Brian Evans | ) www.cnbc.com time to read: +3 min

NVDA YTD mountain NVDA has surged in 2023 Ahead of earnings Wednesday, analysts are weighing in on the forthcoming report and how to trade the earnings. Oppenheimer's Rick Schafer maintained an outperform rating on Nvidia and raised his price target to $500 per share up from $420. Elsewhere, Citi analyst Atif Malik reiterated both a buy rating and a $520 per share price target in a note last week. However, Deutsche Bank analyst Ross Seymour is more cautious on Nvidia stock heading into earnings, and reiterated a hold rating in Tuesday note. Seymour maintains a $440 per share price target, which forecasts roughly 2% upside from the stocks current trading levels.

Persons: Hans Mosesmann, Mosesmann, Oppenheimer's Rick Schafer, " Schafer, Wolfe, Chris Caso, " Caso, Atif Malik, Wall, Malik, Ross Seymour, Seymour, — CNBC's Michael Bloom Organizations: Nvidia, Rosenblatt Securities, Wolfe Research, Citi, Deutsche Bank, LT

☆ Wall Street awaits hotly anticipated Nvidia earnings. What the pros say to do next
▼ + stars: | 2023-08-18 | by ( Joshua Natoli | ) www.cnbc.com time to read: 1 min

Market Movers rounded up the best reactions on Nvidia from investors and analysts. The experts discussed the chipmaker as it prepares to release its second-quarter financial results Wednesday. This comes after Nvidia catapulted to a $1 trillion market cap in the days following their last earnings report. Rosenblatt Securities upped its price target to $800 per share , the highest on Wall Street. Hans Mosesmann, the analyst who made the call , told CNBC Friday that 'an AI cycle the likes never seen before will help Nvidia nearly double in value.'

Persons: Hans Mosesmann, Jim Cramer's Organizations: Nvidia, Rosenblatt Securities, CNBC, Trust

☆ Apple’s market value drops $180 billion in less a week. Here's why Wall Street is overreacting
▼ + stars: | 2023-08-09 | by ( Morgan Chittum | ) www.cnbc.com time to read: +6 min

Around $180 billion of Apple's (AAPL) market value has been incinerated since the tech giant reported quarterly results last week — a reaction we consider overblown for this own-it, don't-trade-it stock. Apple's market cap is now under $3 trillion after a string of losses before and after last week's earnings. AAPL YTD mountain Apple's YTD performance Late last Thursday , Apple posted strong Services sales, but missed on Products. Overall revenue for the company's fiscal third quarter of $81.8 billion fell 1% year-over-year but beat out expectations of $81.69 billion. Apple shares received a rare downgrade from Wall Street following the earnings numbers.

Persons: Apple, Barton Crockett, Crockett, Jim Cramer, Jim, Tim Cook, Morgan Stanley, Jim Cramer's Organizations: Products, Apple, Rosenblatt Securities, Big Tech, Silicon, JPMorgan, Bears, CNBC, Getty Locations: Tuesday's, U.S, Cupertino , California, Big Tech, India, Shanghai, China

☆ What Netflix's earnings beat tells us about Club holding Disney
▼ + stars: | 2022-10-19 | by ( Kevin Stankiewicz | ) www.cnbc.com time to read: +6 min

Subscriber growth We think Netflix's quarter offers a positive read-through for Disney on the streaming front. That's important, even though we've argued for months that Wall Street's intense focus on Disney's streaming ambitions means the company's booming theme park business gets somewhat overlooked. Netflix brought its streaming service to over 130 countries across the world more than three years before Disney's flagship streaming service, Disney+, hit the U.S. and Canadian markets in the fall of 2019. Even in a period of decline for Netflix, Disney+ was able to keep growing solidly. Analysts expect the company to have added 9.1 million Disney+ subscribers in its fourth quarter, according to FactSet.

☆ Apple shares dip on rare Bank of America downgrade
▼ + stars: | 2022-09-29 | by ( Lauren Feiner | ) www.cnbc.com time to read: +1 min

Shares of Apple were down 4.5% on Thursday after Bank of America analysts delivered the stock a rare downgrade. The analysts lowered their rating from buy to neutral, also cutting its price target from $185 to $160 per share. Rosenblatt Securities upgraded its rating on Apple from neutral to buy and raised its price target from $189 to $160, implying a 25% rally from current levels. Rosenblatt cast doubt on the production report, writing that there's "a recent history of comparable reports proving to be misleading when actuals come out." WATCH: Apple shares move lower as BofA downgrades stock

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