Nvidia to offer AI trades reality check
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BofA on NVIDIA (NVDA): 'Bic picture: supply and demand aligned for solid 2025'
February 25, 2025 12:32 PM ESTBofA Securities analyst Vivek Arya reiterated a Buy rating and $190.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Asia supply side and cloud/sovereign demand side signals appear very promising for NVDA. 1) Supply-side: The 2 key ingredients of foundry/packaging (TSMC) and... More
Northland: 'We think NVDA 's report Wednesday creates a selloff for semiconductors'
February 24, 2025 6:48 AM ESTNorthland: 'We think NVDA 's report Wednesday creates a selloff for semiconductors'
The analyst comments "We think NVDA 's report Wednesday creates a selloff for semiconductors. We are confident in AI demand but a weak 1H due to capacity constraints. Big customers are shifting ASICs and limiting themselves to buying only GPUs from NVDA. In our view, a selloff would create a buying opportunity for companies with exposure to ASIC sales, including TER, AIP, and ALAB. Companies benefiting from AI at the edge, such as AIP and CEVA. Also, companies that alleviate capacity constraints such as CAMT. NVDA Headwinds:... More
Rosenblatt Reiterates Buy Rating on NVIDIA (NVDA)
February 24, 2025 6:44 AM ESTRosenblatt analyst Hans Mosesmann reiterated a Buy rating and $220.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "Nvidia reports F4Q25 earnings on Wednesday, February 26th, after market close (register for webcast here). We expect a modest beat and raise for Nvidia's... More
