UBS sees improving risk-reward for these 4 chip AI stocks
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 10/11/2026
Go back to UBS sees improving risk-reward for these 4 chip AI stocks
March 20, 2025 6:14 AM EDT
JPMorgan 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
March 19, 2025 9:49 AM EDT
HSBC analyst Frank Lee reiterated a Buy rating and $175.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "No major surprises from GTC despite long-term AI GPU roadmap introduction: As expected, there were no major surprises from GTC given confirmation of 2H25 Blackwell Ultra (GB300) transition, and the Vera Rubin platform launch which will feature HBM4 as well as CPO spec upgrade were all widely expected. More importantly, Vera Rubin NVL 144 (based on 144 GPU dies instead of exact number of GPUs) in 2H26 suggets no GPU content growth given 72 GPUs per NVL... More
