Overheating issue could delay NVIDIA's new Blackwell AI servers – The Information

NVIDIA (NVDA) PT Raised to $167 at Truist Securities, 'Buy NVDA into earnings'

November 19, 2024 6:03 AM EST

Truist Securities analyst William Stein raised the price target on NVIDIA (NASDAQ: NVDA) to $167.00 (from $148.00) while maintaining a Buy rating.

The analyst comments "Buy NVDA into earnings. NVDA reports its CQ3 (Oct.) result on Weds 11/20. We expect NVDA will (1) deliver upside... More

NVIDIA (NVDA) PT Raised to $180 at Stifel

November 19, 2024 5:22 AM EST

Stifel analyst Ruben Roy raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $165.00) while maintaining a Buy rating.

The analyst comments "NVDA reports its F3Q25 (Oct.) results after market on Wednesday, 11/20. Supply chain data points, as well as discussions with industry... More

NVIDIA (NVDA) CEO + Others To Speak at SC24 in Atlanta at 1:30pm

November 18, 2024 10:47 AM EST

NVIDIA (NASDAQ: NVDA) CEO + Others To Speak at SC24 in Atlanta at 1:30pm

"NVIDIA SC24 Virtual Special Address. November 18 at 10:30 a.m. PT, 1:30 p.m. ET. Join NVIDIA Founder and CEO Jensen Huang, NVIDIA VP and GM for Hyperscale and HPC Ian Buck, Argonne... More

BofA on NVIDIA (NVDA): 'NVDA solid CY25 positioning despite Blackwell transition'

November 18, 2024 7:11 AM EST

BofA on NVIDIA (NASDAQ: NVDA): 'NVDA solid CY25 positioning despite Blackwell transition'

The analyst comments "Media reports suggest NVDA Blackwell rollout suffering from high power of certain highend (NVL-72) configurations. There have been other reports and tech discussions re slowdown in AI scaling. We... More

Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA)

November 18, 2024 6:52 AM EST

Rosenblatt analyst Hans Mosesmann reiterated a Buy rating and $200.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Nvidia reports F3Q25 earnings on Wednesday, November 20th, after market close (register for webcast here). We expect modest upside for Nvidia's October quarter (our/consensus revenue estimates... More

Morgan Stanley on NVIDIA (NVDA): 'we should keep near term expectations in check'

November 18, 2024 6:00 AM EST

Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "Feedback from investors and industry sources reinforced our view that we should keep near term expectations in check, with a strong 2h ramp to come. Separately, we provide initial perspective into the sudden scaling debate.. Last week we previewed NVIDIA's earnings, raising #s for 2h but trying to maintain measured expectations for the current quarter/outlook given the current transitional environment. Investor conversations, as well as industry feedback from our note, reinforced the... More

Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA)

November 18, 2024 5:16 AM EST

Evercore ISI analyst Mark Lipacis reiterated an Outperform rating and $189.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "We see the near-term risks as largely balanced and we are buyers of NVDA heading into its F3Q earnings report scheduled for Wednesday, 20-Nov.... More

Dell Technologies (DELL) ships first Nvidia (NVDA) GB200 NVL72 server rack

November 17, 2024 10:22 PM EST

Dell Technologies (NYSE: DELL) Chairman and CEO Michael Dell tweeted Sunday evening that the world's first NVIDIA (NASDAQ: NVDA) GB200 NVL72 server racks are now shipping.

"We are thrilled to deliver our liquid-cooled PowerEdge XE9712 to... More