Stifel Reiterates Buy Rating on NVIDIA (NVDA)
Stifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments: "We view NVDA results and outlook positively, particularly given the better than expected Blackwell revenue outcome F4Q at ~$11bn. DC segment revenue increased 16% q/q and 93% y/y with DC Compute up 18% q/q and 2x y/y while Networking revenue declined 3% q/q and roughly 8% y/y. We believe that the Networking segment decline (2 qtrs in a row) is transitory as Blackwell systems ramp. In aggregate, we believe the pace of the Blackwell ramp is notable given expectations for strong growth in F1Q following the strength seen in F4Q within the context of technical issues early in the production cycle. We believe that the transition to B300/GB300 is likely to prove less challenging with the potential to drive accelerated revenue growth during 2HF2026. Management commentary on diverse customer adoption and cluster sizes (100K+ for many deployments) was notable given recent DeepSeek related concerns."
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Shares of NVIDIA closed at $131.28 yesterday.