Nvidia's chip demand faces scrutiny as DeepSeek stirs doubts on AI spending
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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
Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA)
February 25, 2025 5:29 AM ESTEvercore ISI analyst Mark Lipacis reiterated an Outperform rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "We are buyers of NVDA into its Jan-25Q earnings call scheduled for 26-Feb. While NVDA has bounced by 12% off its recent... More
