Navitas Semiconductor (NVTS): NVIDIA Selects Navitas to Collaborate on Next Generation 800 V HVDC Architecture

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Go back to Navitas Semiconductor (NVTS): NVIDIA Selects Navitas to Collaborate on Next Generation 800 V HVDC Architecture

Stifel Reiterates Buy Rating on NVIDIA (NVDA)

May 23, 2025 5:38 AM EDT

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

The analyst comments "NVDA reports its F1Q25 (Apr.) results on Wednesday, 5/28. We expect largely inline results and outlook despite the negative top-line impact related to recently disclosed H20... More

Susquehanna on NVIDIA (NVDA): 'we still view NVIDIA as having one of the largest opportunity sets ahead'

May 22, 2025 8:48 AM EDT

Susquehanna analyst Christopher Rolland reiterated a Positive rating and $180.00 price target on NVIDIA (NASDAQ: NVDA).

The analyst comments "NVIDIA reports earnings on Wednesday, May 28. We expect generally in-line revenue for January, as our checks around the supply chain remain solid, but China H20 restrictions impacted the last three weeks of sales in the quarter (~$1 billion). Looking forward, we have removed ~$4.5 billion per quarter to account for the lost Chinese revenue. In summary, we are now estimating NVIDIAs FY26 Data Center revenue to be ~$168 billion and overall total company revenue to be ~$186... More