NVIDIA Faces Multiple Pressures and Challenges
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1d ago
0mins
Should l Buy NVDA?
Source: Benzinga
- Gaming GPU Delay: NVIDIA may skip launching a new gaming graphics chip this year due to a global memory chip shortage, marking the first time in nearly three decades without a new release, which could impact its market competitiveness and revenue.
- China Export Plans Stalled: Despite President Trump's support, NVIDIA's shipments of H200 AI chips to China remain under review, with national security assessments causing customers to pause new orders, affecting the company's market share in China.
- OpenAI Investment Plans Draw Attention: CEO Jensen Huang is reportedly close to finalizing a $20 billion investment in OpenAI, which would be NVIDIA's largest investment in the startup, although scrutiny over their partnership may influence future strategic directions.
- Stock Price Fluctuation: As of Thursday, NVIDIA's stock rose 0.51% to $175.08, indicating cautious optimism in the market despite facing multiple challenges.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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