Semiconductor ETF options show caution ahead of Nvidia results
FREE Breaking News Alerts from StreetInsider.com!
StreetInsider.com Top Tickers, 10/29/2026
- Wall Street ends lower as Alphabet revenue miss revives AI capex jitters
- Alphabet shares tumble 10% as earnings miss overshadows cloud boom
- Microsoft rises premarket as cloud strength drives earnings beat
- Caterpillar shares slump 10% despite earnings beat amid rapid AI buildout
- DoorDash to acquire Instacart in $17 billion deal
- ServiceNow (NOW) Misses Q3 EPS by 2c, Beats on Revenue; Offers Q4 Revenue Guidance
- Oracle sets $225 billion revenue target for FY30 at investor day
- Amazon (AMZN) Misses Q3 EPS by 7c, Misses on Revenue; Offers Q4 Revenue Guidance
- Rivian shares slip ahead of Thursday earnings release
- Six killed in cyclone off India's eastern coast
- After-Hours Movers: AMZN, TWLO, INTC, SNDK, RDDT, RBLX, PINS, RIVN, SBUX, ILMN
- After-Hours Movers: GOOGL, MSFT, NOW, KLAC. CMG, CVNA, TDOC
- After-Hours Movers: STX, ENPH, HOOD, V, CSGP, BOOM, CAKE, PPG, OI, TER
- After-Hours Movers: CLS, AVGO, CDNS, AMKR, WHR
- After-Hours Movers: WDC, BE, DECK, FIX, RNG
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
NVIDIA (NVDA) PT Raised to $135 at DA Davidson
May 29, 2025 5:10 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
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
JPMorgan 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
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... More


