NVIDIA (NVDA) PT Raised to $135 at DA Davidson
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 6/23/2026
- Wall Street ends lower on semiconductor selloff as AI spending concerns mount
- Alphabet added to Dow Jones Industrial Average, Verizon dropped
- Chip stocks plunge, but bargain-hunters limit scale of tech rout
- FedEx falls 4% as CY2026 profit forecast misses expectations despite Q4 beat
- Oil prices finish 1% lower as investors focus on Hormuz flows after peace talks
- Exclusive-China robot-hand-building unicorn Linkerbot targets $6 billion valuation
- Spain's ex-transport minister sentenced to 24 years for corruption
- China, US, UAE police arrest 276 telecom fraud suspects in Dubai
- Needham Starts NeoVolta (NEOV) at Buy
- Li Auto Inc. (LI) Breaks Ground on Chips R&D and Production Base
Wolfe on NVIDIA (NVDA): 'we think the pain trade for NVDA is higher'
May 29, 2025 9:13 AM EDTWolfe Research analyst Chris Caso reiterated an Outperform rating and $170.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "The report was favorable in that all of the investor concerns heading into the quarter have by now been addressed - rack production, China (now out of numbers) and AI diffusion (not being enforced). The most... More
Edgewater Comments on NVIDIA (NVDA)
May 29, 2025 8:35 AM EDTEdgewater Comments on NVIDIA (NASDAQ: NVDA)
"Solid underlying fundamentals in noisy quarter, deployment metrics encouraging."... MoreBaird Reiterates Outperform Rating on NVIDIA (NVDA)
May 29, 2025 6:59 AM EDTBaird analyst Tristan Gerra reiterated an Outperform rating and $195.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Our $190B+ DC revenue estimate remains intact for this year, up nearly 70% YoY, embedding a sharp 2H re-acceleration. Our industry checks suggest no change in... More
Needham Reiterates Buy Rating on NVIDIA (NVDA)
May 29, 2025 6:08 AM EDTNeedham analyst Rajvindra Gill reiterated a Buy rating and $160.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA delivered an F1Q26 beat, but a miss on the F2Q26 guide due to the impact of H20 export controls. Our key... More
NVIDIA (NVDA) PT Raised to $205 at Melius
May 29, 2025 5:13 AM EDTMelius analyst Ben Reitzes raised the price target on NVIDIA (NASDAQ: NVDA) to $205.00 (from $195.00) while maintaining a Buy rating.
The analyst comments "The Momentum is Back: We think the market reaction is right - and could get even better as we go throughout the year -... More
Stifel Reiterates Buy Rating on NVIDIA (NVDA)
May 29, 2025 5:06 AM EDTStifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVDA beat F1Q expectations despite $2.5bn in unfulfilled H20 revenue. Adjusted gross margin (excluding H20 related inventory and purchase obligation charges) of 71.3% was slightly... More
NVIDIA (NVDA) PT Raised to $170 at Morgan Stanley, Top Pick
May 29, 2025 5:00 AM EDTMorgan Stanley analyst Joseph Moore raised the price target on NVIDIA (NASDAQ: NVDA) to $170.00 (from $160.00) while maintaining a Overweight rating.
The analyst comments "Raising estimates: We are increasing our revenue estimates for FY26 (CY25), while maintaining y/y growth in FY27 and FY28 at similar levels (33% in FY27 and ~16.5% in FY28). For... More
Evercore ISI on NVIDIA (NVDA): 'Still a Top Pick Post AprQ Report'
May 29, 2025 4:50 AM EDTEvercore ISI analyst Mark Lipacis reiterated an Outperform rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "Still a Top Pick Post AprQ Report. We continue to view NVDA as a top pick post a 9% AprQ EPS beat and JulQ... More
Active options: NVDA TSLA GME AAPL U AMC PLTR MSTR MARA
May 29, 2025 4:45 AM EDTActive options: NVDA TSLA GME AAPL U AMC PLTR MSTR MARA
... MoreJPMorgan Reiterates Overweight Rating on NVIDIA (NVDA)
May 29, 2025 4:40 AM EDTJPMorgan analyst Harlan Sur reiterated an Overweight rating and $170.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "NVIDIA reported solid Apr-Qtr revenues of $44B (above ours/consensus estimates of $43B) even with ~$2.5B of lost H20 China GPU shipments due to China restrictions (restrictions to China went into effect on April 9th) while margins/EPS were impacted by the $4.5B of H20 inventory write-downs/purchase commitments driving lower GMs (61% versus prior guide of 71%) and EPS of $0.81 (versus consensus of $0.93). For the Jul-Qtr, the team guided revenues to $45B, below consensus ($46B) as... More
NVIDIA (NVDA) PT Raised to $180 at Citi
May 29, 2025 4:39 AM EDTCiti analyst Atif Malik raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $150.00) while maintaining a Buy rating.
The analyst comments "NVDA reported Apr-Q results in-line and Jul-Q sales of $45B ~$1B above our preview expectations clearing the final hurdle of the China... More
Stocks expected to have increasing option volume: NVDA AVGO SMCI DELL CRM COST A HPQ BURL
May 29, 2025 4:16 AM EDTStocks expected to have increasing option volume: NVDA AVGO SMCI DELL CRM COST A HPQ BURL
... MoreNVIDIA (NVDA) PT Raised to $145 at Deutsche Bank
May 29, 2025 3:51 AM EDTDeutsche Bank analyst Ross Seymore raised the price target on NVIDIA (NASDAQ: NVDA) to $145.00 (from $125.00) while maintaining a Hold rating.
The analyst comments: "NVDA weathered the trade restrictions to deliver a solid report/guide (F1Q/F2Q revenues of... More
Bernstein SocGen Group Reiterates Outperform Rating on NVIDIA (NVDA)
May 29, 2025 1:01 AM EDTBernstein SocGen Group analyst Stacy Rasgon reiterated an Outperform rating and $185.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments: "Amid a messy quarter NVIDIA is comporting themselves extremely well. The China headwind is unpleasant and frustrating, but we salute management for... More
Summit Insights Upgrades NVIDIA (NVDA) to Buy
May 29, 2025 12:59 AM EDTSummit Insights analyst Kinngai Chan upgraded NVIDIA (NASDAQ: NVDA) from Hold to Buy.
The analyst comments: "We are upgrading NVDA back to a BUY as we believe the risk of double ordering on its Hopper generation AI GPU and the risk of... More
NVIDIA (NVDA) PT Raised to $175 at TD Cowen
May 29, 2025 12:55 AM EDTTD Cowen analyst Joshua Buchalter raised the price target on NVIDIA (NASDAQ: NVDA) to $175.00 (from $140.00) while maintaining a Buy rating.
The analyst comments: "A strong print and guide was well above investor expectations after accounting for H20 write-downs. Rack-scale concerns are receding with... More
NVIDIA (NVDA) PT Raised to $180 at Piper Sandler
May 29, 2025 12:54 AM EDTPiper Sandler analyst Harsh Kumar raised the price target on NVIDIA (NASDAQ: NVDA) to $180.00 (from $150.00) while maintaining a Overweight rating.
The analyst comments: "NVDA reported a strong April quarter, effectively beating estimates given the impact from the China ban. For July,... More
NVIDIA (NVDA) PT Raised to $135 at DA Davidson
May 29, 2025 12:53 AM EDTDA Davidson analyst Gil Luria raised the price target on NVIDIA (NASDAQ: NVDA) to $135.00 (from $120.00) while maintaining a Neutral rating.
The analyst comments: "We maintain our NEUTRAL rating and raise our price target from $120 to $135 on NVIDIA following mixed earnings results that saw... More
NVIDIA (NVDA) PT Raised to $170 at Mizuho
May 29, 2025 12:53 AM EDTMizuho analyst Vijay Rakesh raised the price target on NVIDIA (NASDAQ: NVDA) to $170.00 (from $168.00) while maintaining a Outperform rating.
The analyst comments: "NVDA reported a slightly better AprQ rev of $44.1B (cons. $43.3B) and guided in line JulQ to $45B BETTER than... More
Jefferies Reiterates Buy Rating on NVIDIA (NVDA)
May 29, 2025 12:52 AM EDTJefferies analyst Blayne Curtis reiterated a Buy rating and $185.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments: "The biggest issue for the stock was the disconnect between Blackwell sales and GB200 shipments but that is now in the rearview as NVDA noted... More
Evercore ISI Reiterates Outperform Rating on NVIDIA (NVDA)
May 29, 2025 12:50 AM EDTEvercore 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 9% AprQ EPS beat and JulQ EPS outlook that was 1% below consensus.... More
Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA)
May 29, 2025 12:49 AM EDTCantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $200.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments: "Amidst real concerns related to the China H20 embargo and less-than-real concerns related to muddled commentary (at least in our view) out of the Asian supply chain, NVDA offered a better-than-feared outlook for the July Q with $45B in revenue vs. buyside expectations of as low... More
NVIDIA (NVDA) PT Raised to $210 at Truist Securities
May 29, 2025 12:47 AM EDTTruist Securities analyst William Stein raised the price target on NVIDIA (NASDAQ: NVDA) to $210.00 (from $205.00) while maintaining a Buy rating.
The analyst comments: "NVDA just overcame a huge hurdle. Excluding export controls, NVDA's CQ1 result and its CQ2 guidance would have... More
Stifel Reiterates Buy Rating on NVIDIA (NVDA)
May 29, 2025 12:47 AM EDTStifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments: "NVDA beat F1Q expectations despite $2.5bn in unfulfilled H20 revenue. Adjusted gross margin (excluding H20 related inventory and purchase obligation charges) of 71.3% was slightly... More
NVIDIA (NVDA) PT Raised to $165 at Raymond James
May 29, 2025 12:45 AM EDTRaymond James analyst Srini Pajjuri raised the price target on NVIDIA (NASDAQ: NVDA) to $165.00 (from $150.00) while maintaining a Strong Buy rating.
The analyst comments: "F1Q results and F2Q outlook were better than our recent expectations, especially considering the larger than expected... More
KeyBanc Reiterates Overweight Rating on NVIDIA (NVDA)
May 29, 2025 12:45 AM EDTKeyBanc analyst John Vinh reiterated an Overweight rating and $190.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments: "Comparing these results to cons is somewhat difficult as Street ests reflect a blend of ests that have removed H20 revs.... More
Nvidia discloses more China risks, but CEO praises Trump
May 28, 2025 9:51 PM EDTBy Stephen Nellis
(Reuters) -Even as Nvidia reported another blockbuster quarter of 69% sales growth on Wednesday, the maker of artificial intelligence chips warned of more emerging risks to its business due to the technology conflict between the U.S. and China.
Tucked into Nvidia's quarterly filing with U.S. securities regulators, Nvidia for the first time said restrictions on the use of open-source AI models from China such as DeepSeek and Qwen could hurt its business, as could U.S. rules barring connected-vehicle technology from China, where Nvidia's long-struggling car chip business has finally flourished.
While... More
NVIDIA (NVDA) Declares $0.01 Quarterly Dividend
May 28, 2025 5:42 PM EDTNVIDIA (NASDAQ: NVDA) declared a quarterly dividend of $0.01 per share, or $0.04 annualized.
The dividend will be payable on July 3, 2025, to stockholders of record on July 11, 2025, with an ex-dividend date of July 10, 2025.
The annual yield on the dividend is nil.
For a... More
Nvidia Q1 results top estimates, but $8B hit from US-China chip ban hits guidance
May 28, 2025 4:55 PM EDT(Updated - May 28, 2025 5:59 PM EDT)
Investing.com -- Nvidia reported Wednesday better-than-expected first-quarter results, but the chipmaker flagged an $8 billion hit to Q2 guidance from the U.S. ban on chip sales to China.
Nvidia (NASDAQ: NVDA) stock rose more than 4% in afterhours following the report.
For the three months ended Apr. 27, the company announced first-quarter adjusted earnings per share of $0.96 on revenue of $44.06 billion. Analysts polled by Investing.com anticipated per-share income of $0.93 and revenue of $43.31B.
Nvidias data center unit, which makes up the bulk of... More
NVIDIA (NVDA) Trades 141 Handle, Up 4.5pct
May 28, 2025 4:54 PM EDTNVIDIA (NASDAQ: NVDA) Trades 141 Handle, Up 4.5pct
Earlier: NVIDIA (NVDA) Files Mixed ShelfEarlier: NVIDIA (NVDA) Tops Q1 Revenue, Offers Guidance... MoreNVIDIA (NVDA) Files Mixed Shelf
May 28, 2025 4:40 PM EDTNVIDIA (NASDAQ: NVDA) has filed mixed shelf of:
COMMON STOCK
PREFERRED STOCK
DEPOSITARY SHARES
DEBT SECURITIES
WARRANTS
STOCK PURCHASE CONTRACTS
STOCK PURCHASE UNITS
After-hours movers: NVIDIA, HP Inc., Salesforce, SentinelOne
May 28, 2025 4:37 PM EDTAfter-hours movers:
NVIDIA (NASDAQ: NVDA) rose 3.3% after it reported revenue for the first quarter that topped estimates and updated its guidance. Revenue for the quarter came in at $44.1 billion versus the consensus estimate of $43.31... More
Nvidia shares rise as sales hit from China export curbs not as bad as feared
May 28, 2025 4:24 PM EDTBy Arsheeya Bajwa, Stephen Nellis
(Reuters) -Nvidia beat quarterly sales expectations as customers stockpiled its AI chips before fresh U.S. curbs on China exports took effect, but the same restrictions will slice off $8 billion in sales from the company's current quarter, forcing the company to offer a forecast below Wall Street estimates on Wednesday.Â
Shares of the world's most valuable semiconductor firm still rose 5% in extended trading as investors digested news that the hit in the current fiscal second quarter was not as bad as feared, and Nvidia talked up demand for its new Blackwell chips from... More
NVIDIA (NVDA) Q1 highlights
May 28, 2025 4:24 PM EDT(Updated - May 28, 2025 4:26 PM EDT)
NVIDIA (NASDAQ: NVDA) Q1 product highlights:
Highlights
NVIDIA achieved progress since its previous earnings announcement in these areas:
Data Center
NVIDIA (NVDA) Tops Q1 Revenue, Offers Guidance
May 28, 2025 4:21 PM EDTNVIDIA (NASDAQ: NVDA) reported Q1 EPS of $0.96, $0.03 better than the analyst estimate of $0.93. Revenue for the quarter came in at $44.1 billion versus the consensus estimate of $43.31 billion.
For the quarter, GAAP and non-GAAP earnings per diluted share were $0.76 and $0.81, respectively. Excluding the $4.5 billion charge and... MoreNVIDIA (NVDA) unable to export H20 to China, saw $4.5B charge in Q1
May 28, 2025 4:21 PM EDTNVIDIA (NASDAQ: NVDA):
On April 9, 2025, NVIDIA was informed by the U.S. government that a license is required for exports of its H20 products into the China market. As a result of these new requirements, NVIDIA incurred a $4.5 billion... More
Trump Orders US Chip Designers to Stop Selling to China - FT
May 28, 2025 3:16 PM EDT(Updated - May 28, 2025 3:20 PM EDT)
Trump Orders US Chip Designers to Stop Selling to China - FT
The Trump administration has reportedly told US companies that offer software used to design semiconductors to stop selling their services to Chinese clients.The commerce department had reportedly told... MoreActive options: NVDA TSLA GME AAPL U AMC PLTR MSTR MARA
May 28, 2025 2:13 PM EDTActive options: NVDA TSLA GME AAPL U AMC PLTR MSTR MARA
... MoreNVIDIA (NVDA) call put ratio 2.1 calls to 1 put with a focus on May 30 weekly calls into quarter results
May 28, 2025 10:37 AM EDTNVIDIA (NASDAQ: NVDA) May 30 weekly call option implied volatility is at 116, June is at 52; compared to its 52-week range of 34 to 89 into the expected release of quarter results today after the bell. Call put ratio 2.1 calls to 1 put with a focus on May 30 weekly calls.
... MoreThis is what matters most for today's Nvidia earnings print: Mizuho
May 28, 2025 10:04 AM EDTInvesting.com -- As Nvidia (NASDAQ: NVDA) gears up to report earnings, Mizuho said investors are focusing less on this quarters guidance and more on long-term momentum tied to Blackwell and China updates.
The clear conclusion from buyside feedback is: July qtr guide matters a lot less vs normal due to expected lost H20 revs in... More
Nvidia FQ1 earnings preview: What analysts expect from this week's hottest print
May 28, 2025 7:30 AM EDTNvidia (NASDAQ: NVDA) is set to report results for the first quarter of fiscal 2026 after the market closes on Wednesday, and with lingering effects from the U.S. ban on H20 chips, expectations are somewhat tempered.
Still, the broader sentiment remains optimistic about the tech giants trajectory in the second half (2H) of the year.
Analysts at UBS expect Nvidia to report Q1 revenue of approximately $43.8 billion, slightly ahead of the companys $43 billion guidance, with earnings per share (EPS) around $0.76, down from the Streets $0.89 consensus.
The bank sees the... More
NVIDIA (NVDA) call put ratio 1.5 calls to 1 put into quarter results
May 28, 2025 5:52 AM EDTNVIDIA (NASDAQ: NVDA) May 30 weekly 135 straddle priced for movement of 8% into the expected release of quarter results today after the bell.
... MoreStocks expected to have increasing option volume: NVDA AVGO SMCI DELL CRM COST
May 28, 2025 5:28 AM EDTStocks expected to have increasing option volume: NVDA AVGO SMCI DELL CRM COST
... MoreSemiconductor ETF options show caution ahead of Nvidia results
May 27, 2025 4:46 PM EDTBy Saqib Iqbal Ahmed
NEW YORK (Reuters) -Traders in the options markets are bracing for industry-wide volatility when AI-chipmaker Nvidia reports results on Wednesday, with defensive options contracts on a major semiconductor ETF drawing heavy trading.
For VanEck Semiconductor ETF, the largest semiconductors ETF with some $22 billion in assets, about 2.4 put options changed hands daily over the last 10 days against every call option traded, the most defensive the trading has been in about 10 months, according to Trade Alert data.
Call options convey the right to buy shares at a fixed price in the future while put... More
Nvidia suppliers ramp up AI server production after technical snag - FT
May 27, 2025 4:45 PM EDTInvesting.com -- NVIDIA (NASDAQ: NVDA) suppliers, including industry leaders like Foxconn (SS:601138), Inventec, Dell (NYSE: DELL), and Wistron, have overcome technical challenges that previously delayed shipments of Nvidias flagship AI data center racks, the Financial Times reported on Tuesday. This development... More
NVIDIA (NVDA) suppliers said to resolve AI 'rack' issues - FT
May 27, 2025 4:24 PM EDT(Updated - May 27, 2025 4:25 PM EDT)
NVIDIA (NASDAQ: NVDA) suppliers said to resolve AI rack issues - FT
news seen as a boost to salesTechnical breakthroughs allow partners to begin shipments of Blackwell servers.... More
NVIDIA (NVDA) call put ratio 1.6 calls to 1 put into quarter results
May 27, 2025 11:20 AM EDTNVIDIA (NASDAQ: NVDA) May 30 weekly call option implied volatility is at 94, June is at 50; compared to its 52-week range of 34 to 89 into the expected release of quarter results after the bell on May 28.
... MoreLynx: Risk priced in, Nvidia could surprise to the upside
May 27, 2025 9:45 AM EDTInvesting.com -- Nvidia stock could break out to new highs following its earnings report, according to Lynx Equity, which has raised its price target from $140 to $160.
After a couple of quarters of inline results, we think NVDA has the potential to provide upside to muted investor expectations, the firm wrote in a new note.
Lynx, which had previously highlighted concerns such as... More
Cantor Fitzgerald Reiterates Overweight Rating on NVIDIA (NVDA)
May 27, 2025 9:19 AM EDTCantor Fitzgerald analyst C.J. Muse reiterated an Overweight rating and $200.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst commented, "While expectations have moved higher post the AI announcements from the Middle East and Computex, we continue to view this May 28th earnings call as a positive... More
Next 300 points likely up for the S&P 500, says JPMorgan
May 27, 2025 8:49 AM EDTInvesting.com -- JPMorgan analysts see the next move for the S&P 500 as higher, despite the pullback in U.S. equities last week.
The SPX fell 2.6% last week, trimming the MTD gain to 4.2% and pushing the YTD return back into negative territory, -1.3%, JPMorgan said.
Despite this setback, the... More
Marvell (MRVL) PT Lowered to $90 at Susquehanna
May 27, 2025 6:54 AM EDT(Updated - May 27, 2025 7:15 AM EDT)
Susquehanna analyst Christopher Rolland lowered the price target on Marvell (NASDAQ: MRVL) to $90.00 (from $110.00) while maintaining a Positive rating.
The analyst comments "While expecting generally in-line results/guide, we note increased variability around the T2 volume deployment and note weakened sentiment around XPUs/Inphi following postponed Investor Day. Marvell reports earnings on Thursday, May 29. We expect generally in-line results/guide but note heightened competitive risks around both their Inphi and custom ASIC businesses. As a reminder, Marvell postponed their June 10 Investor Day citing the dynamic... More
Piper Sandler Reiterates Overweight Rating on NVIDIA (NVDA) Ahead of Earnings, 'poised to be flat to down into the print this week'
May 27, 2025 6:27 AM EDTPiper Sandler analyst Harsh Kumar reiterated an Overweight rating and $150.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "All in all, we think that NVDA is poised to be flat to down into the print this week. We think... More
Nvidia earnings to reveal hit from US export curbs on China
May 27, 2025 6:12 AM EDTBy Arsheeya Bajwa
(Reuters) - Nvidia investors will look for definitive answers on how much U.S. chip curbs on China will cost the company when it reports results on Wednesday, even as a pullback in other regulations is expected to open up new markets.
In a fresh effort to stymie Beijing's access to cutting-edge technology, the Trump administration last month put export limits on Nvidia's H20 chip - a move the company said would result in $5.5 billion in charges.
CEO Jensen Huang, who pegged the market for AI chips in China at roughly $50 billion... More
JPMorgan on SP500: 'reiterating the tactical bullish view', 'We think higher'
May 27, 2025 6:01 AM EDTJPMorgan: 'reiterating the tactical bullish view'
The analyst comments "The SPX fell 2.6% last week, trimming the MTD gain to 4.2% and pushing the YTD return back into negative territory, -1.3%. On the week, SPX outperformed, SPW and RTY while trailing NDX; the US underperformed most major International DM markets... More
NVIDIA (NVDA) call put ratio 1.9 calls to 1 put into quarter results
May 27, 2025 5:43 AM EDTNVIDIA (NASDAQ: NVDA) May 30 weekly 131 straddle priced for movement of 8% into the expected release of quarter results after the bell on May 28.
... MoreActive options: NVDA TSLA AAPL MSTR GME PLTR MARA AMZN GOOGL OKLO
May 27, 2025 5:35 AM EDTActive options: NVDA TSLA AAPL MSTR GME PLTR MARA AMZN GOOGL OKLO
... MoreStocks expected to have increasing option volume: NVDA AVGO SMCI DELL CRM INFA COST
May 27, 2025 5:32 AM EDTStocks expected to have increasing option volume: NVDA AVGO SMCI DELL CRM INFA COST
... More