NVIDIA and Global Partners Launch NIM Agent Blueprints for Enterprises to Make Their Own AI
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Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA)
August 29, 2024 7:38 AM EDTRosenblatt analyst Hans Mosesmann reiterated a Buy rating and $200.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA reported a solid beat and raise on Hopper generative AI and networking momentum, offset by slightly lower GMs in the outlook due to the start-up ramp of Blackwell... More
Melius Reiterates Buy Rating on NVIDIA (NVDA)
August 29, 2024 6:52 AM EDTMelius analyst Ben Reitzes reiterated a Buy rating and $165.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "$5 in EPS Power Still in Sight: "Whispers" going in were up to $500mm higher in terms of revenue for the quarter but it seems like the difference could be supply-driven and guidance implies a stronger trajectory into year-end (especially for 4Q). So gross margin will be the big concern coming out of the quarter - but the sacred view of $5.00... More
NVIDIA (NVDA) PT Raised to $145 at Needham
August 29, 2024 6:27 AM EDTNeedham analyst Rajvindra Gill raised the price target on NVIDIA (NASDAQ: NVDA) to $145.00 (from $120.00) while maintaining a Buy rating.
The analyst comments "NVIDIA delivered another strong beat and raise quarter, with results well above our estimates and inline with more bullish buy-side... More
Summit Insights Reiterates Buy Rating on NVIDIA (NVDA)
August 29, 2024 5:52 AM EDTSummit Insights analyst Kinngai Chan reiterated a Buy rating on NVIDIA (NASDAQ: NVDA).
The analyst comments "Clearly, the gross margin outlook for its October and January quarters is a disappointment. We think this mask step change on its upcoming "Blackwell" GPU could... More
Edward Jones Reiterates Hold Rating on NVIDIA (NVDA), 'We think the stock appropriately reflects our optimistic growth outlook and is appropriately valued'
August 29, 2024 5:46 AM EDTEdward Jones analyst Logan Purk reiterated a Hold rating and {REMOVEPT} price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "NVIDIA is the leading provider of high-performance graphics processing units (GPUs) globally. Management has executed well, establishing the company at the epicenter of the... More
NVIDIA (NVDA) PT Raised to $155 at JPMorgan
August 29, 2024 5:18 AM EDTJPMorgan analyst Harlan Sur raised the price target on NVIDIA (NASDAQ: NVDA) to $155.00 (from $115.00) while maintaining a Overweight rating.
The analyst comments "NVIDIA reported Jul results (revenue/GMs/EPS ) above consensus estimates and slightly lower than market expectations (in our view), and off of a higher Jul-Qtr revenue base, the team guided to a 8% Q/Q increase in the Oct-Qtr, above consensus (again a bit lower than market expectations) on continued strong spending from its customers to support their AI/accelerated compute initiatives (both training/inference) and the strong... More
Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA), 'Buy on Weakness', 'Remains Our Top Pick'
August 29, 2024 5:18 AM EDTCantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $175.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Despite the after-hours sell-off, this was a solid report from NVDA amidst Blackwell delay concerns. The company posted a $2B beat vs guidance (in line with prior 5 Qs, though beats vs consensus shrinking as the Street is modeling more above guidance each Q) and guided for +$2.5B of Q/Q growth into 3Q (this compares to the prior 3 sequential guides of +$1.9B, +$1.9B, and $2.0B Q/Q). Further, as customers accelerate Hopper purchases,... More
Jefferies Reiterates Buy Rating on NVIDIA (NVDA)
August 29, 2024 5:17 AM EDTJefferies analyst Blayne Curtis reiterated a Buy rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Beat fell short of expectations, which rose sharply into the print but the important point is that the Blackwell delay is in the rearview mirror, while Hopper... More
KeyBanc Reiterates Overweight Rating on NVIDIA (NVDA), PT $180
August 29, 2024 5:16 AM EDTKeyBanc analyst John Vinh reiterated an Overweight rating and $180.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA reported F2Q results and provided F3Q guidance, which were above cons estimates, but fell short of buyside expectations, likely reflecting... More
DA Davidson Reiterates Neutral Rating on NVIDIA (NVDA), PT $90
August 29, 2024 5:16 AM EDTDA Davidson analyst Gil Luria reiterated a Neutral rating and $90.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA reported strong revenue growth highlighted by Data Center revenue that came in ahead of expectations, with the expectation that Hopper... More
Barclays Reiterates Overweight Rating on NVIDIA (NVDA)
August 29, 2024 5:14 AM EDTBarclays analyst Blayne Curtis reiterated an Overweight rating and $145.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "We get why investors may pick at this print from a superficial perspective but think that updates on key issues all leaned more... More
UBS Reiterates Buy Rating on NVIDIA (NVDA)
August 29, 2024 5:13 AM EDTUBS analyst Timothy Arcuri reiterated a Buy rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "We reiterate Buy after the aftermarket pullback in the stock as NVDA's purchase commitments and supply obligations - the most important metric we watch, and historically a harbinger of future growth - grew significantly for the first time in several Qs. FQ3 guidance of ~$32.5B was maybe a touch below investor expectations and the implied FQ4 (Jan) gross... More
Wolfe Research on NVIDIA (NVDA): 'Our bullish view on the stock is underpinned by the significant content gains we expect for Blackwell'
August 29, 2024 5:09 AM EDTWolfe Research analyst Chris Caso reiterated an Outperform rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA posted another beat and raise quarter, with JulQ results ~5% ahead of the street, and guidance ~2.5% ahead of the street -... More
NVIDIA (NVDA) PT Raised to $140 at Raymond James
August 29, 2024 5:08 AM EDTRaymond James analyst Srini Pajjuri raised the price target on NVIDIA (NASDAQ: NVDA) to $140.00 (from $120.00) while maintaining a Strong Buy rating.
The analyst comments "NVDAs results and outlook were largely consistent with our preview with the exception of gross margin... More
Oppenheimer Reiterates Outperform Rating on NVIDIA (NVDA)
August 29, 2024 5:07 AM EDTOppenheimer analyst Rick Schafer reiterated an Outperform rating and $150.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "NVDA reported upside results/outlook Wed. F2Q (Jul.) sales/EPS 5%/6% ahead. F3Q (Oct.) top-line outlook 3% above Street. Upside led by DC AI for... More
Piper Sandler on NVIDIA (NVDA): 'We are buyers of NVDA on the pullback following the Q2 print'
August 29, 2024 5:06 AM EDTPiper Sandler analyst Harsh Kumar reiterated an Overweight rating and $140.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "We are buyers of NVDA on the pullback following the Q2 print. In our opinion, fundamentals remain intact; however, the stock is... More
NVIDIA (NVDA) PT Raised to $165 at BofA Securities
August 29, 2024 5:03 AM EDTBofA Securities analyst Vivek Arya raised the price target on NVIDIA (NASDAQ: NVDA) to $165.00 (from $150.00) while maintaining a Buy rating.
The analyst comments "We reiterate our Buy rating on Nvidia (NVDA), a top sector pick, raising FY25/26E (roughly CY24/25E) pf-EPS by 9%/9% to $2.81/$3.90, and raising... More
Citi Reiterates Buy Rating on NVIDIA (NVDA)
August 29, 2024 5:01 AM EDTCiti analyst Atif Malik reiterated a Buy rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA reported beat and raise results with Jul-Q sales of $30B towards high-end of $29-$30B and Oct-Q guide of $32.5B at the mid-point of $32-33B... More
NVIDIA (NVDA) PT Raised to $140 at Mizuho
August 29, 2024 4:59 AM EDTMizuho analyst Vijay Rakesh raised the price target on NVIDIA (NASDAQ: NVDA) to $140.00 (from $132.00) while maintaining a Outperform rating.
The analyst comments "Key takeaways: 1) OctQ top line at ~$32.5B, estimate DC ~$28.5B up 9% q/q (up 96% y/y) with JulQ Purchase Commitments up 48% q/q, pointing to stronger 2H, 2) new Blackwell GPU to ship "several billions of dollars" in the JanQ, and 3) JulQ Networking up 16% q/q with Ethernet doubling. NVDA stock is off in after-hours as OctQ guide was modestly below optimistic expectations of ~$33-34B; NVDA noted potential GB200 DGX... More
Goldman Sachs Reiterates Conviction Buy on NVIDIA (NVDA)
August 29, 2024 4:59 AM EDTGoldman Sachs analyst Toshiya Hari keeps the price target on NVIDIA (NASDAQ: NVDA) at $135.00 while maintaining a Conviction Buy rating.
The analyst comments "While we expect Nvidias FY4Q (January) implied gross margin outlook in the low-70% range coupled with... More
Stifel Reiterates Buy Rating on NVIDIA (NVDA)
August 29, 2024 4:57 AM EDTStifel analyst Ruben Roy reiterated a Buy rating and $165.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "NVDA F2Q results and F3Q guidance beat expectations, driven by continued strength in data center compute platforms and networking for accelerated compute and AI... More
