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JPM: 'revenue impact to Nvidia is $15-$16B on a total of $180B in datacenter revenues this year, or about 8-10% of the datacenter revenue'
April 16, 2025 4:24 PM EDTJPM: 'revenue impact to Nvidia is $15-$16B on a total of $180B in datacenter revenues this year, or about 8-10% of the datacenter revenue'
The analyst comments "New restrictions to China impacting shipments of Nvidias H20 and AMDs MI308 solutions. On Tuesday, after the market closed, Nvidia... More
Stifel Reiterates Buy Rating on NVIDIA (NVDA), PT $180
April 16, 2025 11:49 AM EDTStifel analyst Ruben Roy reiterated a Buy rating and $180.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Last night, NVDA announced that the U.S. government implemented an export control by means of the requirement of an indefinite license to export H20 processors to China (including Hong Kong, Macau and D:5 countries, as well as to companies headquartered or with parents therein). The company reported that they will incur a $5.5bn charge to inventory as result. We think the decision to do so signals either a lack in confidence that... More
Lynx Equity on NVIDIA (NVDA): 'We would be buyers on weakness of NVDA and MU', 'we expect the stock to get off the mat and find buyers'
April 16, 2025 7:52 AM EDTLynx Equity on NVIDIA (NASDAQ: NVDA): 'Loss of China business to be offset by the new Texas facility'
The analyst comments "Does the loss of the China business fundamentally change the trajectory at NVDA? We do not believe so. That the China business was at risk should come as no surprise; there had been plenty of warning from the previous administration. The Trump administration, in this one instance, is merely carrying out the guidance provided by the outgoing Biden administration. In the immediate aftermath of the announcement, the loss of a geography... More
Mizuho Reiterates Outperform Rating on NVIDIA (NVDA)
April 16, 2025 6:41 AM EDTMizuho analyst Vijay Rakesh reiterated an Outperform rating and $168.00 price target on NVIDIA (NASDAQ: NVDA)
The analyst comments "NVDA announced 8-K with $5.5B AprQ export restrictions. Key takeaways: 1) NVDA noting the US Govt (USG) now restricting H20 shipments to China (including Hong... More
