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Rosenblatt - 2 Hans Mosesmann - 2 Mosesmann - 1 — - 1 Hopper - 1 Blackwell - 1 Rubin - 1 Beth Kindig - 1
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Nvidia - 2 Service - 1 Rosenblatt - 1 Nvidia isn't - 1 O Fund Tech - 1 Micron Technology - 1 GTC Conference - 1 Micro - 1

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☆ Nvidia stock has 50% upside on the potential boom of its AI-fueled software business, analyst says
  + stars: | 2024-06-19 | by ( Matthew Fox | ) www.businessinsider.com   time to read: +3 min
Nvidia stock still has 50% upside, according to Rosenblatt analyst Hans Mosesmann. That's according to Rosenblatt semiconductor analyst Hans Mosesmann, who increased his Nvidia price target to a street-high $200 per share on Tuesday. But going forward, the real profit story for Nvidia isn't in its hardware-focused GPU business, but rather in its software business, which is spearheaded by Nvidia's popular CUDA platform. Right now, Nvidia's hardware business is going through an unprecedented boom period. Mosesmann's bullishness on Nvidia's software platform was echoed by I/O Fund Tech analyst Beth Kindig last month.
Persons: Rosenblatt, Hans Mosesmann, Mosesmann, —, Hopper, Blackwell, Rubin, Beth Kindig, Kindig Organizations: Nvidia, Service, Rosenblatt, Nvidia isn't, O Fund Tech
☆ All eyes are on Nvidia this week, but another AI play is getting buzz before earnings
  + stars: | 2024-03-18 | by ( Brian Evans | ) www.cnbc.com   time to read: +3 min
Micron touts HBM3E as an essential component to move the needle forward on AI advancement, and so far, analysts agree. Mosesmann's buy rating and $140 per share price target represents 50% upside from Friday's close. The analyst maintains an outperform rating on Micron stock as well as a $120 per share price target, which equates to roughly 29% upside. The firm maintains a buy rating on Micron coupled with a $112 per share price target, more than 20% above the previous close. The analysts raised his price target to $150 from $95, calling for about 61% upside moving forward.
Persons: Rosenblatt, Hans Mosesmann, Mosesmann's, TD Cowen, Krish Sankar, Mehdi Hosseini, Citi's Christopher Danely, Danely Organizations: Micron Technology, Nvidia, GTC Conference, Micro, Analysts, Micron, MU, AMD
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