SMCI 'just too important a player' in AI space to be delisted, says analyst

Super Micro Computer (SMCI) Rapidly Climbs to $29 Handle, +13pct Today

Super Micro Computer (NASDAQ: SMCI) Rapidly Climbs to $29 Handle, +13% Today

NVIDIA (NVDA) PT Raised to $180 at Wolfe Research

Wolfe Research analyst Chris Caso raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $150.00) while maintaining a Outperform rating.

The analyst comments "Reiterate Outperform rating, $180 price target. Our $180 price target is based on ~42x our CY25 EPS of $4.26, modestly above... More

NVIDIA (NVDA) PT Raised to $175 at Craig-Hallum

Craig-Hallum analyst Richard Shannon raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $165.00) while maintaining a Buy rating.

The analyst comments "NVDAs Jan-25 guide didnt provide the upside investors may have been hoping for, and GM outlook for a... More

NVIDIA (NVDA) PT Raised to $135 at DA Davidson

DA Davidson analyst Gil Luria raised the price target on NVIDIA (NASDAQ: NVDA) to $135.00 (from $90.00) while maintaining a Neutral rating.

The analyst comments "We maintain our NEUTRAL rating and raise our price target to $135 from $90 on NVIDIA following solid results that were underscored... More

Itau BBA on NVIDIA (NVDA): 'we see no reason for the bulls to get shy after this quarter'

Itau BBA analyst Thiago Kapulskis reiterated an Outperform rating and $164.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "All-in, we see no reason for the bulls to get shy after this quarter. The EPS momentum remains, and it appears that the... More

William Blair Reiterates Outperform Rating on NVIDIA (NVDA)

William Blair analyst Sebastien Naji reiterated an Outperform rating on NVIDIA (NASDAQ: NVDA).

The analyst comments "All Eyes on Blackwell. Having addressed its mask issue for Blackwell, Nvidia saw minimal contribution from its new generation of chips in the third quarter (13,000 sample... More

NVIDIA (NVDA) PT Raised to $220 at Rosenblatt

Rosenblatt analyst Hans Mosesmann raised the price target on NVIDIA (NASDAQ: NVDA) to $220.00 (from $200.00) while maintaining a Buy rating.

The analyst comments "Nvidia delivered a solid beat and raise for the October quarter and January quarter outlook on stronger than expected Hopper demand, with a Blackwell... More

Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA), Top Pick

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $175.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "While October Q revenues came in above buyside expectations ($35.1B vs. cons $33.0B and buyside $34.5B), the January Q revenue guide came in modestly below ($37.5B vs. cons $36.5B and buyside $38B+). Coupled with April Q gross margins guided to ~71-72.5% in support of the initial Blackwell ramp (below consensus of 73.2%) and shares traded off modestly overnight. As for the good to great news, the Blackwell cycle is... More

NVIDIA (NVDA) PT Raised to $160 at Needham

Needham analyst Rajvindra Gill raised the price target on NVIDIA (NASDAQ: NVDA) to $160.00 (from $145.00) while maintaining a Buy rating.

The analyst comments "NVIDIA delivered another strong beat and raise quarter, with results well above our estimates but guidance below more bullish buy-side expectations.... More

NVIDIA (NVDA) PT Raised to $195 at Melius

Melius analyst Ben Reitzes raised the price target on NVIDIA (NASDAQ: NVDA) to $195.00 (from $185.00) while maintaining a Buy rating.

The analyst comments "Raising Estimates Due to Higher Revenues: To reflect further optimism around Blackwell, including a greater than expected contribution near-term, we are raising estimates again. For 4Q25, we now estimate revenues of $38.0B (was... More

NVIDIA (NVDA) PT Raised to $165 at Goldman Sachs

Goldman Sachs analyst Toshiya Hari raised the price target on NVIDIA (NASDAQ: NVDA) to $165.00 (from $150.00) while maintaining a Conviction Buy rating.

The analyst comments "Nvidia beat FY3Q (Oct) revenue and non-GAAP EPS Street expectations by 6% and 8%, respectively, as strength in Data Center Compute (+22% qoq vs.... More

NVIDIA (NVDA) PT Raised to $175 at Bernstein SocGen Group

Bernstein SocGen Group analyst Stacy Rasgon raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $155.00) while maintaining a Outperform rating.

The analyst comments "NVIDIA's FQ3 results were very solid ($35,082M/$0.81 vs Street at $33,250M/$0.74) with record Datacenter revenues at ~$30.8B (Street at ~$29.1B) amid continued strong demand for their Hopper products, with H200 growing to double-digit billions. All other segments were also above expectations, particularly Automotive. FQ4 guidance was a tad above Street ($37.5B/~$0.83 vs Street $37.1B/$0.82) with sequential growth largely driven by continued... More

NVIDIA (NVDA) Falls 2pct

NVIDIA (NASDAQ: NVDA) Falls 2pct

Lynx Equity on 'NVIDIA (NVDA): 'investors may step aside and look for a better point of entry'

Lynx Equity on 'NVIDIA (NASDAQ: NVDA): 'investors may step aside and look for a better point of entry'

The analyst comments "NVDA stock traded up ~20% since early October when the CEO started a media/Street campaign to message that Blackwell demand is insane and that everythings on track. With the stock close to its all-time high, we detect investor nervousness given that the valuation is leveraged to Blackwell, a future product cycle that has had trouble getting off the starting block due to well-known heating issues. We will wait for an update from management... More

Evercore ISI Reiterates Outperform Rating on Dell (DELL), Add to TAP List

Evercore ISI analyst Amit Daryanani reiterated an Outperform rating and $150.00 price target on Dell (NYSE: DELL)

The analyst comments "ALL YOU NEED TO KNOW: DELL is well positioned to report upside to consensus Oct-qtr rev/EPS estimates of $24.69B/$2.07, driven by strength in ISG segment on the heels of storage, general-purpose compute, and AI server strength. Though we expect weaker results in CSG segment to partially offset that strength. On AI server... More

JPMorgan Reiterates Overweight Rating on Dell (DELL)

JPMorgan analyst Samik Chatterjee reiterated an Overweight rating and $160.00 price target on Dell (NYSE: DELL)

The analyst comments "Investors have whipsawed in sentiment on shares of Dell, with the focus from AI revenues shifting increasingly towards margins and earnings, which we believe sets up the shares well into 2025 where we expect a cyclical recovery to be the primary driver of a rebound in traditional IT infrastructure. We expect the upside from the upcoming F3Q25 (Oct-end) earnings print to be largely driven by margins, led by a recovery in storage with... More

Rosenblatt Comments on Super Micro Computer (SMCI), 'We continue to be impressed with management'

Rosenblatt Comments on Super Micro Computer (NASDAQ: SMCI) New Auditor

The analyst comments "In an 8-K filing, Supermicro announced it has appointed BDO USA as the company's new independent registered public accounting firm (see here). BDO USA's parent, BDO, is the world's fifth largest... More

Mizuho on Super Micro Computer (SMCI): 'We believe NASDAQ approval is on deck, potentially in 2-5 weeks as SMCI's second potential delisting'

Mizuho on Super Micro Computer (NASDAQ: SMCI): 'We believe NASDAQ approval is on deck, potentially in 2-5 weeks as SMCI's second potential delisting'

The analyst comments "Key highlights: 1) SMCI hired BDO USA (a top ten global accounting firm) as the company's lead... More