Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA), Top Pick

Needham Reiterates Buy Rating on NVIDIA (NVDA)

Needham analyst Rajvindra Gill reiterated a Buy rating and $160.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "NVIDIA delivered another beat and raise quarter as the company ramps Blackwell at a record pace and inference demand drives another step up in our estimates.... More

NVIDIA (NVDA) PT Raised to $205 at Truist Securities

Truist Securities analyst William Stein raised the price target on NVIDIA (NASDAQ: NVDA) to $205.00 (from $204.00) while maintaining a Buy rating.

The analyst comments "Don't overlook positive operational updates. Investors may yawn over NVDA's increasingly modest beats & raises. We focus on three important operational... More

Raymond James Reiterates Outperform Rating on NVIDIA (NVDA)

Raymond James analyst Srini Pajjuri reiterated an Outperform rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "F4Q results were consistent with our recent expectations while F1Q outlook was better. Blackwell was particularly strong and appears on track to exceed Hopper... More

Citi Reiterates Buy Rating on NVIDIA (NVDA)

Citi analyst Atif Malik reiterated a Buy rating and $163.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "NVDA Jan/Apr-Q sales of $39B/$43B were 3%/1% above our $38B/$42.5B preview. Blackwell sales of $11B exceeded expectations (Citi $10B) as... More

NVIDIA (NVDA) call put ratio 1.5 calls to 1 put, share price flat before the open

NVIDIA (NASDAQ: NVDA) February 28 weekly call option implied volatility is at 153, March is at 70; compared to its 52-week range of 34 to 89. Call put ratio 1.5 calls to 1 put.

Stocks expected to have increasing option volume: NVDA CRM SNPS SNOW EBAY PSTG UHS SRPT

Stocks expected to have increasing option volume: NVDA CRM SNPS SNOW EBAY PSTG UHS SRPT

UBS Reiterates Buy Rating on NVIDIA (NVDA)

UBS analyst Timothy Arcuri reiterated a Buy rating and $185.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "There were maybe a couple things to pick at, but we see the results/guidance/commentary as good enough to keep the debate moving in a positive direction - especially ahead of GTC in a... More

Citi Reiterates Buy Rating on NVIDIA (NVDA)

Citi analyst Atif Malik reiterated a Buy rating and $163.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "NVDA Jan/Apr-Q sales of $39B/$43B were 3%/1% above our $38B/$42.5B preview. Blackwell sales of $11B exceeded expectations (Citi $10B) as... More

Wolfe Research Reiterates Outperform Rating on NVIDIA (NVDA)

Wolfe Research analyst Chris Caso reiterated an Outperform rating and $180.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "Despite much angst heading into the report, NVDA posted slight upside to results, and very slight upside to guidance, generally consistent with our... More

NVIDIA (NVDA) PT Raised to $185 at Bernstein SocGen Group

Bernstein SocGen Group analyst Stacy Rasgon raised the price target on NVIDIA (NASDAQ: NVDA) to $185.00 (from $175.00) while maintaining a Outperform rating.

The analyst comments: "There was tremendous angst going into these results around what NVIDIA management might say regarding outlook given a... More

Summit Insights Downgrades NVIDIA (NVDA) to Hold

Summit Insights analyst Kinngai Chan downgraded NVIDIA (NASDAQ: NVDA) from Buy to Hold.

The analyst comments: "We expect NVDA to continue to outperform consensus expectation based on current market demand, supply chain checks and product leadership. We are, however, downgrading the stock because... More

NVIDIA (NVDA) PT Raised to $205 at Truist Securities

Truist Securities analyst William Stein raised the price target on NVIDIA (NASDAQ: NVDA) to $205.00 (from $204.00) while maintaining a Buy rating.

The analyst comments: "Investors may yawn over NVDA's increasingly modest beats & raises. We focus on three important operational updates: (1) GB200 NVL72... More

Stifel Reiterates Buy Rating on NVIDIA (NVDA)

Stifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "We view NVDA results and outlook positively, particularly given the better than expected Blackwell revenue outcome F4Q at ~$11bn. DC segment... More

NVIDIA (NVDA) PT Raised to $162 at Morgan Stanley

Morgan Stanley analyst Joseph Moore raised the price target on NVIDIA (NASDAQ: NVDA) to $162.00 (from $152.00) while maintaining a Overweight rating.

The analyst comments: "Put in perspective, this has been a remarkable growth phase for NVIDIA. In a transitional quarter, where Hopper was... More

BofA Securities on NVIDIA (NVDA): Top pick on AI dominance

BofA Securities analyst Vivek Arya raised the price target on NVIDIA (NASDAQ: NVDA) to $200.00 (from $190.00) while maintaining a Buy rating.

The analyst comments: "We reiterate our Buy rating on NVDA as the company remains in a dominant position of leading the AI market towards... More

Piper Sandler on NVIDIA (NVDA): Must own stock during Blackwell ramp

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

The analyst comments: "NVDA reported a strong Q1 followed by strong guidance demonstrated by the significant Blackwell ramp which generated $11B in Data Center revenues... More

Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA)

Evercore ISI analyst Mark Lipacis reiterated an Outperform rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "We continue to view NVDA as a top pick post a JanQ 5% EPS beat and AprQ 1% outlook raise with bullish comments on Blackwell ramp and... More

TD Cowen Reiterates Buy Rating on NVIDIA (NVDA)

TD Cowen analyst Joshua Buchalter reiterated a Buy rating and $175.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "Broadly, we remain confident that NVIDIA is the leader in accelerated computing. We believe the CPU/GPU/DPU combination of Grace/Blackwell (eventually... More

KeyBanc Reiterates Overweight Rating on NVIDIA (NVDA)

KeyBanc analyst John Vinh reiterated an Overweight rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "NVDA reported F4Q (Jan) results and guided F1Q (Apr) slightly above expectations. More meaningful NT upside in F4Q was limited by weaker... More

Oppenheimer Reiterates Outperform Rating on NVIDIA (NVDA)

Oppenheimer analyst Rick Schafer reiterated an Outperform rating and $175.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "NVDA reported their latest beat/raise Wednesday. F4Q (Jan) and F1Q (Apr) sales topped Street by $1.2B and $1Bleaner than recent Qs... More

Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA)

Cantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $200.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "We continue to see a robust 2025 followed by another growth year into CY26 (we model EPS growing from $4.50 in CY25 to... More

DA Davidson Reiterates Neutral Rating on NVIDIA (NVDA)

DA Davidson analyst Gil Luria reiterated a Neutral rating and $135.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments: "We maintain our NEUTRAL rating and $135 price target on NVIDIA following mixed results that were underscored by Data Center revenue beating expectations, but gross... 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: "Continued beat-and-raise momentum with $11B of Blackwell revenue coming in well above the "few billion" guidance, despite worry driven by the supply chain. The better Blackwell ramp should help position the... More

After-hours movers: NVIDIA, Salesforce, eBay and more

After-hours movers:

NVIDIA (NASDAQ: NVDA) shares were choppy after it beat fourth quarter estimates for EPS and revenue. Guidance for first quarter revenue slightly topped estimates, coming in at $43 billion versus the consensus of $42.26... More

Nvidia plunges over 8% post earnings on profit-taking, margin worries

(Updated - February 27, 2025 4:36 PM EST)

Investing.com -- Nvidia shares tumbled Thursday despite reporting fourth-quarter results that topped estimates and delivering better-than-expected revenue guidance for the current quarter, stoking optimism on demand outlook for the chipmakers next-generation AI Blackwell chips.

Nvidia (NASDAQ: NVDA) stock closed down 8.5% to $120.15, its most significant one-day drop since the DeepSeek fallout in late January. The downside action is being attributed to profit-taking after massive multi-year gains and worries about the near-term margin drop on the Blackwell ramp.

For the three months ended Jan. 26, the company announced... More

Nvidia: AI boom not dead yet

By Max A. Cherney, Arsheeya Bajwa and Stephen Nellis

(Reuters) -Nvidia's strong growth forecast for the first quarter on Wednesday signaled that booming demand for its artificial intelligence chips was intact, and the company said orders for its new Blackwell semiconductors were "amazing."

The company's forecast helps allay doubts around a slowdown in spending on its hardware that emerged last month, following Chinese AI startup DeepSeek's claims that it had developed AI models rivaling Western counterparts at a fraction of their cost. 

Its shares rose, before declining slightly in choppy extended trading, after closing up 3.7% in... More

NVIDIA (NVDA) Tops Q4 EPS by 5c, Offers Guidance

NVIDIA (NASDAQ: NVDA) reported Q4 EPS of $0.89, $0.05 better than the analyst estimate of $0.84. Revenue for the quarter came in at $39.3 billion versus the consensus estimate of $38.02 billion.

GUIDANCE:

NVIDIA sees Q1 2026 revenue of $43 billion, versus the consensus of $42.26... More

Active options: NVDA TSLA SMCI AAPL PLTR AMZN META BABA NIO MSTR

Active options: NVDA TSLA SMCI AAPL PLTR AMZN META BABA NIO MSTR

Active options: NVDA TSLA SMCI AAPL PLTR AMZN BABA META LCID NIO AMD

Active options: NVDA TSLA SMCI AAPL PLTR AMZN BABA META LCID NIO AMD

NVIDIA (NVDA) call put ratio 2 calls to 1 put with a focus on February 28 weekly calls into quarter results

NVIDIA (NASDAQ: NVDA) February 28 weekly call option implied volatility is at 155, March is at 72; compared to its 52-week range of 34 to 89 into the expected release of quarter results today after the bell. Call put ratio 2 calls to 1 put with a focus on February 28 weekly calls.

Nvidia earnings offer little cheer for tech shares

By Aditya Soni, Noel Randewich and Rae Wee

(Reuters) - Nvidia's quarterly outlook on Wednesday suggested demand from Microsoft, Amazon and other heavyweight tech companies racing to build out AI infrastructure remains robust, though the outcome failed to significantly quell fears of overspending in the booming industry.

Shares of Nvidia edged down 0.18% in Frankfurt on Thursday, having fallen 1.5% in extended trade in New York on Wednesday after the dominant AI chipmaker forecast quarterly revenue above analysts' estimates. Microsoft, Amazon, Meta Platforms and Alphabet, among Nvidia's largest customers, were mostly unchanged.

Shares of those companies, among the... More

NVIDIA (NVDA) call put ratio 1.2 calls to 1 put into quarter results and outlook

NVIDIA (NASDAQ: NVDA) February 28 weekly 127 straddle priced for movement of 10.5% into the expected release of quarter results today after the bell. Call put ratio 1.2 calls to 1 put.

Stocks expected to have increasing option volume: NVDA SMCI SNOW DELL TJX SNPS MNST STLA A EBAY TKO PARA

Stocks expected to have increasing option volume: NVDA SMCI SNOW DELL TJX SNPS MNST STLA A EBAY TKO PARA

Supermicro stock surges after filing delayed reports

Supermicro (NASDAQ: SMCI) stock surged higher in after-hours trading Tuesday after the company filed its delayed financial reports.

Shares of Supermicro last traded up 17% after the close Tuesday after dropping 11.8% during the regular session.

The company filed its 10-K for the fiscal year ended June 30, 2024, its 10-Q for the quarter ended September 30, 2024, and its 10-Q for the quarter ended December 31, 2024. The... More

BofA on NVIDIA (NVDA): 'Bic picture: supply and demand aligned for solid 2025'

BofA 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

NVIDIA (NVDA) call put ratio 1.2 calls to 1 put into quarter results

NVIDIA (NASDAQ: NVDA) February 28 weekly call option implied volatility is at 140, March is at 74; compared to its 52-week range of 34 to 89 into the expected release of quarter results after the bell on February 26. Call put ratio 1.2 calls to 1 put.

Truist: 'NVIDIA (NVDA) Is Still the AI Leader and the One to Own'

Truist Securities analyst William Stein reiterated a Buy rating and $204.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst commented: "Heading into CQ4 (Jan) results, NVDA is still the AI leader and the one to own; Lots of noise, but the data we trust most is encouraging. NVDA reports its CQ4 (Jan.) result on... More

Piper Sandler Previews NVIDIA (NVDA): 'Strong Capex Comments Should Fuel Another Beat and Raise'

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

The analyst commented: "Previewing NVDA, Strong Capex Comments Should Fuel Another Beat and Raise; We are expecting NVDA to nicely beat January quarter estimates... More

Alibaba, US-listed Chinese stocks rebound after sharp Monday sell-off

Investing.com -- US-listed Chinese stocks rebounded on Tuesday, with Alibaba (NYSE: BABA) gaining more than 4% in premarket trading after suffering its biggest one-day drop since 2022.

The KraneShares CSI China Internet ETF (NYSE: KWEB) rose 1% as of 05:36 ET in New York, while Alibaba recovered from Mondays 10% decline.

Morgan Stanley Reiterates Overweight Rating on NVIDIA (NVDA), Remains Top Pick

Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and $152.00 price target on NVIDIA (NASDAQ: NVDA)

The analyst comments "$2-2.5 bn, which would put us around $42 bn) suggests. Expectations are diverse, as normal for this stock. Less than a month ago, there were several sell-side number cuts, around slow uptake of GB200, DeepSeek concerns, and Hopper... More

Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA)

Evercore 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

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

NVIDIA (NASDAQ: NVDA) February 28 weekly 130 straddle priced for movement of 10% into the expected release of quarter results after the bell on February 26. Call put ratio 1.6 calls to 1 put.

Active options: NVDA TSLA PLTR AAPL BABA SMCI AMZN INTC MSFT

Active options: NVDA TSLA PLTR AAPL BABA SMCI AMZN INTC MSFT

Stocks expected to have increasing option volume: NVDA SMCI SNOW FANG LI ZM HIMS TEM HD

Stocks expected to have increasing option volume: NVDA SMCI SNOW FANG LI ZM HIMS TEM HD