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

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 $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) PT Raised to $175 at Citi

Citi analyst Atif Malik raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $170.00) while maintaining a Buy rating.

The analyst comments "NVDA reported beat and raise results with Oct-Q sales of $35B above expectations of $34B and Jan-Q guide of $37.5B in-line with... More

Citi Adjusts Catalyst Watch List (NVDA) (MRVL)

NVIDIA (NASDAQ: NVDA): Opens Positive Catalyst Watch

Marvell Technology (NASDAQ: MRVL): Removes 90-Day Upside Catalyst Watch

For NVDA the analyst ocoments "NVDA reported beat and raise results with Oct-Q sales of $35B above expectations of $34B and Jan-Q guide... More

NVIDIA (NVDA) PT Raised to $140 at Deutsche Bank

Deutsche Bank analyst Ross Seymore raised the price target on NVIDIA (NASDAQ: NVDA) to $140.00 (from $115.00) while maintaining a Hold rating.

The analyst comments: "NVDA delivered another trademark beat/raise, albeit with the shape a bit different than we expected with... More

NVIDIA (NVDA) PT Raised to $168 at Morgan Stanley

Morgan Stanley analyst Joseph Moore raised the price target on NVIDIA (NASDAQ: NVDA) to $168.00 (from $160.00) while maintaining a Overweight rating.

The analyst comments: "Nothing here is that surprising, as our preview had highlighted that some of the higher street numbers could prove too high given transitional issues... More

NVIDIA (NVDA) PT Raised to $190 at Evercore ISI

Evercore ISI analyst Mark Lipacis raised the price target on NVIDIA (NASDAQ: NVDA) to $190.00 (from $189.00) while maintaining a Outperform rating.

The analyst comments: "We retain OP rating and continue to view NVDA as a top pick post a OctQ 8% EPS beat and... More

BofA Securities Reiterates Buy Rating on NVIDIA (NVDA)

BofA Securities analyst Vivek Arya reiterated a Buy rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "Solid FQ325 (Oct) results but inline FQ4 (Jan) outlook of $37.5bn (cons. $37bn, investors closer to $40bn), perhaps disappointing some bulls. GM... More

NVIDIA (NVDA) PT Raised to $160 at Barclays

Barclays analyst Tom O\'Malley raised the price target on NVIDIA (NASDAQ: NVDA) to $160.00 (from $145.00) while maintaining a Overweight rating.

The analyst comments: "We think this was the perfect 'thread the needle' guide, as the company both appeases investors on... More

Jefferies Reiterates Buy Rating on NVIDIA (NVDA)

Jefferies analyst Blayne Curtis reiterated a Buy rating and $185.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "Overall results were a tad below expectations but the commentary on Blackwell demand is still very positive and the ramp should accelerate as platforms are... More

NVIDIA (NVDA) PT Raised to $175 at Wedbush

Wedbush analyst Matt Bryson raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $160.00) while maintaining a Outperform rating.

The analyst comments: "The speed of Blackwell's expected ramp as well as management's dismissal of any concerns around system overheating issues slowing production or... More

NVIDIA (NVDA) PT Raised to $169 at Truist Securities

Truist Securities analyst William Stein raised the price target on NVIDIA (NASDAQ: NVDA) to $169.00 (from $167.00) while maintaining a Buy rating.

The analyst comments: "Despite technical concerns about its next-gen GPU, and some near-term GPM pressure, NVDA delivered an overall strong Q3 result & Q4... More

Piper Sandler Reiterates Overweight Rating on NVIDIA (NVDA)

Piper Sandler analyst Harsh Kumar reiterated an Overweight rating and $175.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "NVDA reported a solid quarter and guide as October quarter revenues beat estimates by almost $2 billion and kept up with the recent historical... More

NVIDIA (NVDA) PT Raised to $175 at TD Cowen

TD Cowen analyst Joshua Buchalter raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $165.00) while maintaining a Buy rating.

The analyst comments: "Broadly, we remain confident that NVIDIA is the leader in accelerated computing. NVIDIA commands diverse underlying growth vectors, underpinning... More

NVIDIA (NVDA) PT Raised to $195 at Baird

Baird analyst Tristan Gerra raised the price target on NVIDIA (NASDAQ: NVDA) to $195.00 (from $150.00) while maintaining a Outperform rating.

The analyst comments: "Our industry conversations support Nvidia's statement that while system implementation is complex, there are no severe issue such as overheating impacting... More

Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA)

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

The analyst comments: "While not guided, we do anticipate April Q revenues to accelerate more meaningfully on a sequential basis and this, combined with bottoming gross margins and accelerating back to the 75% in 2HCY25, continue to support the bull case vision for $200M+ in Data... More

Raymond James Reiterates Strong Buy Rating on NVIDIA (NVDA)

Raymond James analyst Srini Pajjuri reiterated a Strong Buy rating and $170.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "F3Q results were ahead of our recently raised estimates while F4Q outlook was largely consistent. As expected, the quarter was characterized by... More

NVIDIA (NVDA) PT Raised to $175 at Mizuho

Mizuho analyst Vijay Rakesh raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $165.00) while maintaining a Outperform rating.

The analyst comments: "NVDA reported a strong OctQ at $35.1B (cons $30B) and guided JanQ to $37.5B (in line w cons $37B) but... More

After-hours movers: NVIDIA, Snowflake, Palo Alto Networks and more

After-Hours Stock Movers:

NVIDIA (NASDAQ: NVDA) shares declined 2.3% despite reporting third quarter results and guidance that topped consensus estimates. The company's CEO Jensen Huang said the age of AI is in "full steam," and demand for Hopper and... More

NVIDIA (NVDA): Blackwell Demand to Exceed Supply for Several Quarters

(Updated - November 20, 2024 4:32 PM EST)

NVIDIA (NVDA) CFO Colette Kress' post Q4 report comments: Nvidia Blackwell demand to exceed supply for several quarters

Nvidia's AI chip demand still booming but slowing sales growth worries investors

By Max A. Cherney, Arsheeya Bajwa and Stephen Nellis

SAN FRANCISCO (Reuters) - Nvidia forecast its slowest revenue growth in seven quarters on Wednesday, with the artificial intelligence chipmaker failing to meet lofty expectations of some investors who have made it the world's most valuable firm.

Shares of the Santa Clara, California-based company fell 5% after it posted results but quickly pared losses to trade down 2.5% after hours. During the regular session they closed 0.8% lower. In early Frankfurt trade on Thursday they were down 1.9%.

Expectations ran high ahead of the results, with Nvidia shares up more... More

NVIDIA (NVDA) Tops Q3 EPS by 6c, Offers Guidance

NVIDIA (NASDAQ: NVDA) reported Q3 EPS of $0.81, $0.06 better than the analyst estimate of $0.75. Revenue for the quarter came in at $35.1 billion versus the consensus estimate of $33.09 billion.

GUIDANCE:

NVIDIA sees Q4 2025 revenue of $37.5 billion, versus the consensus of $37.1... More

Active options: NVDA TSLA MSTR MARA AAPL SMCI TGT PLTR

Active options: NVDA TSLA MSTR MARA AAPL SMCI TGT PLTR

NVIDIA (NVDA) call put ratio 1.6 calls to 1 put into quarter results

NVIDIA (NASDAQ: NVDA) November weekly call option implied volatility is at 143, December is at 52; compared to its 52-week range of 32 to 89. Call put ratio 1.6 calls to 1 put into expected release of quarter results today after the bell.

Active options: NVDA TSLA MSTR TGT SMCI AAPL MARA SOFI NIO HOOD

Active options: NVDA TSLA MSTR TGT SMCI AAPL MARA SOFI NIO HOOD

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

Loop Capital Reiterates Buy Rating on NVIDIA (NVDA) ahead of quarterly report

Loop Capital analyst Ananda Barush reiterated a Buy rating and $175.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst commented: "Reiterating our Buy and $175 PT as NVDA heads into Oct Q EPS today AMC. While there has been increased noise throughout the Gen AI ecosystem of late (as we discuss... More

Stocks expected to have increasing option volume: NVDA PANW TJX SNOW WSM WIX NIO INTU DE TGT

Stocks expected to have increasing option volume: NVDA PANW TJX SNOW WSM WIX NIO INTU DE TGT

NVIDIA (NVDA) call put ratio 1.5 calls to 1 put into quarter results

NVIDIA (NASDAQ: NVDA) November 22 weekly 140 straddle priced for a move of 8%. Call put ratio 1.5 calls to 1 put into expected release of quarter results today after the bell on November 20.

Sam Altman Seeking Investors for AI Chipmaker to Challenge Nvidia (NVDA) - NYP

(Updated - November 19, 2024 1:05 PM EST)

OpenAI CEO Sam Altman is reportedly seeking investors to fund an AI chipmaker with the goal of challenging Nvidia (NASDAQ: NVDA) - NYP

NVIDIA (NVDA) call put ratio 1.7 calls to 1 put into quarter results

NVIDIA (NASDAQ: NVDA) November weekly call option implied volatility is at 113, December is at 56; compared to its 52-week range of 32 to 89. Call put ratio 1.7 calls to 1 put into expected release of quarter results after the bell on November 20.

Active options: NVDA SMCI TSLA WMT PLTR MSTR AMZN AAPL MARA EQT DJT AI

Active options: NVDA SMCI TSLA WMT PLTR MSTR AMZN AAPL MARA EQT DJT AI

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

Investing.com -- Super Micro Computer Inc (NASDAQ: SMCI) shares rocketed more than 23% in premarket trading Tuesday after the AI server maker surprisingly introduced an independent audit firm at the last minute and submitted a compliance plan to NASDAQ.

The move could potentially avert the companys delisting, though NASDAQ still needs to formally approve the plan and grant an extension for the filing of its 10-K.

Still, an analyst at Lynx Equity Strategies views... More

Nvidia's options primed for $300-billion price swing after earnings

By Saqib Iqbal Ahmed

NEW YORK (Reuters) - Options traders are primed for a nearly $300-billion swing in Nvidia's market value following the chipmaker's quarterly results on Wednesday, U.S. options market data showed.

Nvidia options implied an 8.5% swing for the shares in either direction following the results, which will be reported after markets close, according to data from options analytics service ORATS.

That is in line with previous percentage moves following results over the last 12 quarters. But with the AI-chipmaker's market cap having grown to $3.44 trillion, the expected swing in... More

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

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) call put ratio 1.5 calls to 1 put into quarter results

NVIDIA (NASDAQ: NVDA) November 22 weekly 140 straddle priced for a move of 8.5%. Call put ratio 1.5 calls to 1 put into expected release of quarter results after the bell on November 20.

NVIDIA (NVDA) call put ratio 1.5 calls to 1 put into quarter results

NVIDIA (NASDAQ: NVDA) 30-day option implied volatility is at 57; compared to its 52-week range of 32 to 89. Call put ratio 1.5 calls to 1 put into expected release of quarter results after the bell on November 20.

Active options: TSLA NVDA PLTR SMCI AAPL AMD MARA AMZN MSTR WMT

Active options: TSLA NVDA PLTR SMCI AAPL AMD MARA AMZN MSTR WMT

NVIDIA (NVDA) PT Raised to $180 at Stifel

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

KeyBanc Reiterates Overweight Rating on NVIDIA (NVDA)

KeyBanc analyst John Vinh reiterated an Overweight rating and $180.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "We expect NV to report strong F3Q results, which will solidly beat, driven by strong demand for Hopper, and guide F4Q modestly above consensus expectations.... More