UBS Reiterates Buy Rating on NVIDIA (NVDA)
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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
