NVIDIA (NVDA), Alphabet (GOOGL) and Google Collaborate on the Future of Agentic and Physical AI
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JPMorgan Reiterates Overweight Rating on NVIDIA (NVDA)
March 20, 2025 6:14 AM EDTJPMorgan analyst Harlan Sur reiterated an Overweight rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA held its financial analyst event yesterday following the GTC keynote presentation (see our takeaways here) from Tuesday. The team highlighted its strong ecosystem, which includes silicon, system hardware, software, customer partnerships, and an extensive installed user/developer base, demonstrating how it is well-positioned to capture a higher percentage of the $1 trillion in annual data center spending. Additionally, the team believes that spending from AI factories represents upside optionality, as... More
Stifel Reiterates Buy Rating on NVIDIA (NVDA)
March 19, 2025 6:16 AM EDTStifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "The GTC Keynoted featured updates on next-gen Blackwell Ultra, Rubin, and Rubin Ultra architectures. The Keynote also featured the launch of Dynamo NVDA's inferencing software... More
Stifel Reiterates Buy Rating on Alphabet (GOOGL)
March 18, 2025 4:01 PM EDTStifel analyst Mark Kelley reiterated a Buy rating and $225.00 price target on Alphabet (NASDAQ: GOOGL).
The analyst comments "Our Take: The Alphabet team did not disclose any financial metrics for Wiz, and therefore did not offer any accretion/dilution analysis, but at a high level, it looks as though Wiz has added ~$480k in ARR per day (since 2021, but accelerating); if Wiz keeps that cadence, the company would achieve... More
Citi on Alphabet (GOOGL): 'Wiz Acquisition Expands GCP’s Cybersecurity Suite, Watching for Multi-Cloud Attach & Cross-Sell Opportunities'
March 18, 2025 4:00 PM EDTCiti analyst Maria Ripps reiterated a Buy rating and $229.00 price target on Alphabet (NASDAQ: GOOGL)
The analyst comments "Earlier today, Google announced plans to acquire Wiz for $32B in a cash transaction expected to close in 2026, pending regulatory approval. Wiz offers a suite of... More
