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Search resuls for: "NVDA's"


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☆ Nvidia is poised to pull away from peers ahead of semiconductor earnings this week, KeyBanc says
  + stars: | 2023-05-22 | by ( Brian Evans | ) www.cnbc.com   time to read: +1 min
KeyBanc thinks its ambitious price target on Nvidia is warranted ahead of quarterly results on Wednesday. The firm reiterated a buy rating on Nvidia stock in an earnings preview note Sunday for semiconductor stocks. NVDA YTD mountain Nvidia stock. While supply constraints for graphic processing units could hinder near-term upside, Vinh says KeyBanc "anticipates investors will look through these concerns." KeyBanc forecasts Nvidia will report $6.56 billion in revenue and an adjusted 93 cents per share on Wednesday.
☆ Trading Nvidia earnings next week: Analysts say 'AI gold rush' should boost outlook
  + stars: | 2023-05-18 | by ( Samantha Subin | ) www.cnbc.com   time to read: +3 min
The chipmaker, at the center of the latest generative AI arms race , has seen its stock more than double this year. Robust demand for AI, which has boosted the market , should continue to benefit Nvidia as well. Oppenheimer's Rick Schafer seemed to agreed with Rolland's perspective, calling Nvidia a "best-in-class play on AI adoption." He referred to its hardware platform as a "cornerstone" of the proliferating AI market. "Gaming channel inventory has normalized and is poised for accelerated growth into 2H," Schafer wrote.
☆ Here are Monday's biggest analyst calls: Apple, Amazon, Chipotle, Ford, Disney, Nvidia, Sunrun & more
  + stars: | 2023-04-24 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
"We upgrade ALLY to Neutral (from Underperform) and raise our PO to $28 from $24, implying ~8% upside potential." Goldman Sachs reiterates Apple as buy Goldman said in its Apple earnings preview note that "solid iPhone demand to offset Mac weakness." Wells Fargo names Disney a top pick in media Wells said in a note on Monday that Disney is the "best opportunity in media." JPMorgan reiterates Ford & General Motors as overweight JPMorgan said in an earnings preview note that it's standing by both automakers heading into earnings tomorrow for GM and next week for Ford . Mizuho initiates Tencent Music Entertainment as buy Mizuho said in its initiation of the China music company that the stock has upside potential. "
☆ Wall Street sees a semiconductor industry bottom coming. Here's how we're playing the stocks
  + stars: | 2023-04-12 | by ( Zev Fima | ) www.cnbc.com   time to read: +9 min
NVDA AMD YTD mountain Nvidia vs. AMD year to date So, the question now is: Can the rally in semis continue? To help us read the tea leaves, here's a look at what Wall Street analysts are saying about the underlying fundamentals of the industry. Evercore said a "fundamental bottom" for the semiconductor industry currently playing out in March and April "has only strengthened" recently. Analysts there believe the inventory correction that's plagued the industry in recent quarters will be largely complete by the second quarter. Bottom line While there's some variation on timing, Wall Street clearly believes a bottom is in the process of playing out in the semiconductor industry.
☆ 'A tough stock not to own.' Wall Street endorses Club name Nvidia, as it dominates AI
  + stars: | 2023-03-22 | by ( Zev Fima | ) www.cnbc.com   time to read: +9 min
Of 15 bank notes surveyed this week, 13 firms have a buy rating or equivalent on Nvidia, citing its AI capabilities. But, longer term, Nvidia's AI applications portend significant upside for the stock in the years to come. Raymond James Reiterated a strong buy rating – one level above buy — and price target of $290 per share. UBS The bank said its buy rating and $270-per-share price target are "under review pending further analysis." That's why the commentary in an analyst note or in a Club story is more relevant than any rating or price target.
☆ 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.
☆ Here are Monday's biggest analyst calls: UBS, Netflix, First Republic, Carnival, Meta, Amazon & more
  + stars: | 2023-03-20 | by ( Michael Bloom | ) www.cnbc.com   time to read: +7 min
Morgan Stanley reiterates Match as a top pick Morgan Stanley said it sees more industry growth for stocks such as Match. Deutsche Bank upgrades Kimberly-Clark and Conagra to hold from sell Deutsche upgraded several staples manufacturers mainly on valuation. Deutsche Bank upgrades Dow to buy from hold Deutsche said the "worst is behind us." Morgan Stanley reiterates First Republic as underweight Morgan Stanley said it sees too many negative outcomes for First Republic. Bank of America reiterates Nvidia as buy Bank of America said it's bullish heading into Nvidia's flagship AI and tech conference this week.
☆ Nvidia will soar 19% as the market's top semiconductor stock because their chips work most seamlessly with AI and they already have a head start, Credit Suisse says
  + stars: | 2023-03-07 | by ( Filip De Mott | ) www.businessinsider.com   time to read: +3 min
Nvidia stock is set to hit $275 due to its leadership in AI, according to Credit Suisse. Nvidia shares have jumped more than 60% since the year's start as ChatGPT has raised AI hype. Characterizing Nvidia as the "leading silicon AI enabler," Credit Suisse said its graphic processing units are at the core of AI development and machine learning. Moreover, Nvidia's software will be its "competitive moat" in AI that keeps other companies at bay, Credit Suisse said. Credit Suisse is not alone in its bullishness.
☆ Here are Monday's biggest analyst calls of the day: Apple, Tesla, Nio, Ferrari, Merck, Nvidia & more
  + stars: | 2023-03-06 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Monday's biggest calls on Wall Street: JPMorgan reiterates Amazon as a best idea JPMorgan says it's standing by its overweight rating on the stock. " Jefferies reiterates Tesla as buy Jefferies raised its price target on the stock to $230 per share from $180 and says it's standing by its buy rating. JPMorgan upgrades Vir Biotechnology to overweight from neutral JPMorgan said it likes the biotech company's product pipeline. JPMorgan reiterates General Electric as neutral After a change in analyst coverage, JPMorgan said GE's transformation continues but there's still more "work to do." Jefferies initiates Merck as buy Jefferies initiated the pharmaceutical company with a buy and said it has room for growth.
☆ How to invest in the ChatGPT-driven AI boom: Credit Suisse shares 6 stocks they're labeling as "top picks" as their exposure to AI development opens them up to new revenue streams
  + stars: | 2023-03-05 | by ( William Edwards | ) www.businessinsider.com   time to read: +5 min
Badri's price 12-month price target for shares of Microsoft is $285. The analysts said that growing AI use cases will help Taiwan Semiconductor Manufacturing Company and their high performance computing business, which has already doubled since 2016. Credit Suisse's 12-month price target for the stock is $330, which is upside of 16%. Chou has a price target of NT$1,100 for the stock, meaning 13.5% upside. Both Taiwan Semiconductor Manufacturing Company and Baidu are traded on US exchanges, while Accton and Wiwynn are traded in Taiwan.
☆ Nvidia's stock is soaring on the A.I. buzz. Here’s where Wall Street sees it going next
  + stars: | 2023-02-24 | by ( Weizhen Tan | ) www.cnbc.com   time to read: +3 min
Nvidia's data center business, which develops chips for AI, continued to grow, with its CEO saying that the technology is at an "inflection point." In its bull case for the stock, its price target is $348, or 67% upside, although the bank gives it an equal-weight rating. The bank said it was "very optimistic about the longer-term generative AI opportunity," but sees risk to Nvidia's data center business. BMO Capital Markets in a Feb. 21 note also pointed to the "increasing weaker environment" for the company's data center business in the near term. Wedbush analyst Matt Bryson has a neutral rating on the stock and gives it a price target of $175, or 15% downside.
☆ 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.
☆ Nvidia can lead the 'A.I. arms-race,' Bank of America says
  + stars: | 2023-02-14 | by ( Alex Harring | ) www.cnbc.com   time to read: +1 min
He said the company could specifically stand to benefit from generative AI, which is focused on creating new outputs based on data already understood by the system. ChatGPT is one of the best-known examples of generative AI. "NVDA's full-stack of accelerated silicon/systems/software/developers positions it uniquely to lead the nascent generative AI arms-race among global cloud and enterprise customers," he said in a note to clients Tuesday. And generative AI should increase the total addressable market of its accelerator business to $62 billion by 2027. To be sure, Arya said generative AI is in its "requisite hype cycle," so predicting an adoption pace means making lots of assumptions.
☆ Here are Tuesday's biggest analyst calls: Apple, Coinbase, Walmart, Roku, Nvidia, Amazon & more
  + stars: | 2023-02-14 | by ( Michael Bloom | ) www.cnbc.com   time to read: +5 min
Here are Tuesday's biggest calls on Wall Street: KeyBanc reiterates Apple as overweight KeyBanc said Apple has "significant" growth potential. Evercore ISI downgrades XPO to in line from outperform Evercore said it sees an unfavorable risk/reward for the logistics company. Evercore ISI downgrades First Solar to in line from outperform Evercore said it sees a slowing solar market. Bank of America reiterates Burlington as buy Bank of America said the discount retailer is well positioned for a margin recovery. Bank of America reiterates Roku as underperform Bank of America said it's bearish heading into Roku earnings on Wednesday.
☆ Here are Thursday's biggest analyst calls: Meta, Nvidia, Tesla, FedEx, First Solar, Costco & more
  + stars: | 2023-02-02 | by ( Michael Bloom | ) www.cnbc.com   time to read: +4 min
"We downgrade First Solar to Neutral following +50% outperformance since August based on the benefit from the Inflation Reduction Act. Bank of America upgrades FedEx to buy from neutral Bank of America said in its upgrade on cost cuts. Bank of America upgrades Meta to buy from neutral Bank of America said it sees "multiple expansion" possibilities for Meta. Bank of America reiterates Costco as buy Bank of America said the warehouse club giant has a "strong value proposition." Bank of America reiterates Nvidia as buy Bank of America said it's standing by its buy rating ahead of the company's earnings report later this month.
☆ Here are Monday's biggest analyst calls: Tesla, Amazon, Netflix, Moderna, Nike, Coinbase & more
  + stars: | 2022-12-19 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Monday's biggest calls on Wall Street: Morgan Stanley names Microsoft a top 2023 pick Morgan Stanley said it sees accelerating earnings per share growth for Microsoft in 2023. Morgan Stanley reiterates Netflix as equal weight Morgan Stanley raised its price target on Netflix to $275 per share from $250 but said the valuation has come too far too fast. Telsey names Amazon a top 2023 pick Telsey said the e-commerce giant will continue to gain share in 2023. " Morgan Stanley names Formula One Group a top 2023 pick Morgan Stanley said the company is top beneficiary in the rising popularity of auto racing. Goldman Sachs names SolarEdge a top 2023 pick Goldman said shares of the solar company are attractive heading into next year. "
☆ Here are Thursday's biggest analyst calls: Apple, Robinhood, Netflix, Target, TJX, McDonald's & more
  + stars: | 2022-11-17 | by ( Michael Bloom | ) www.cnbc.com   time to read: +6 min
Here are Thursday's biggest calls on Wall Street: Credit Suisse reiterates Apple as outperform Credit Suisse said its survey checks show iPhone Pro and Pro Max delivery delays. Deutsche Bank downgrades Target to hold from buy Deutsche downgraded Target after its earnings report on Wednesday and said it has "lower confidence." Piper Sandler upgrades Target to overweight from neutral Piper said Target is still "compelling" despite its latest quarterly report. " Bank of America reiterates Nvidia as buy Bank of America called Nvidia's third-quarter earnings results on Wednesday an "inflection" quarter. Bank of America reiterates Cisco as buy Bank of America said it's standing by Cisco after its earnings report on Wednesday.
☆ What Cramer is watching Friday — Day 2 rally, China eases more Covid rules, Intel double downgrade
  + stars: | 2022-11-11 | by ( Jim Cramer | ) www.cnbc.com   time to read: +5 min
I see Club holding Estee Lauder (EL) as a buy on China starting to ease pandemic restrictions. Club holding Nvidia (NVDA) reports its quarter next week, and there seems to be a conclusion to the glut in semiconductors. JPMorgan double downgraded Intel (INTC) to underweight from overweight (sell from buy) and cuts its price target in half to $32 per share. Citi cuts price target on Palantir (PLTR) to $5 per share from $6 on slowing growth. Mizuho cuts price target on Kimco Realty (KIM) to $22 per share from $25.
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