Hopper58 schreef op 17 maart 2025 10:06:
Nu niet echt on topic maar ik vermoed dat we deze week gaan meesurfen op NVIDIA (die ik overigens nog wel van 122 $ naar 150 $ zie gaan deze week):
Nvidia’s Strategic CPO Technology Roadmap and AI Market Positioning Justify Buy Rating and $195 Price Target
TipRanks Auto-Generated Intelligence Newsdesk
Mar 17, 2025, 05:26 AM
Nvidia’s Strategic CPO Technology Roadmap and AI Market Positioning Justify Buy Rating and $195 Price Target
Robert W. Baird analyst Tristan Gerra has maintained their bullish stance on NVDA stock, giving a Buy rating on March 13.
Tristan Gerra has given his Buy rating due to a combination of factors, including Nvidia’s anticipated announcement of a Spectrum CPO technology roadmap at the GTC event. This technology is expected to enhance performance by reducing power consumption and latency while increasing bandwidth, although it may initially come with higher costs and potential yield challenges. The technology ramp is progressing as planned, with initial low-volume shipments expected in the second half of 2026, and Nvidia’s DSP roadmap is aligned with supporting CPOs.
Additionally, Gerra’s price target of $195 for Nvidia is based on the company’s shares trading at a premium multiple of 30 times the projected fiscal year 2027 earnings per share, excluding stock expenses. This valuation is higher than the peer range due to Nvidia’s strong positioning in AI datacenter markets and its potential for market share gains. However, risks such as competition, industry cyclicality, and inventory fluctuations are noted as considerations.
In another report released on March 13, Mizuho Securities also reiterated a Buy rating on the stock with a $168.00 price target.
archive.is/exxNF#selection-2781.0-286...