KeyBanc raises target price for $NVDA from $190 to $215 (Overweight)
Expectations:
1️⃣ Strong F2Q (July) forecast.
2️⃣ F3Q (October) guidance may be released excluding China revenue → +$2-3B potential impact.
3️⃣ Blackwell (B200) GPU supply increased by 40% in F2Q, +20% in F3Q.
4️⃣ Blackwell Ultra (B300) launches in F3Q.
5️⃣ Increased efficiency in GB200 rack production → 2025 shipment forecast raised from 25K to 30K.
Stronger long-term expectations → Target price $215
#NVDA #AI #GPU #Stock
Expectations:
1️⃣ Strong F2Q (July) forecast.
2️⃣ F3Q (October) guidance may be released excluding China revenue → +$2-3B potential impact.
3️⃣ Blackwell (B200) GPU supply increased by 40% in F2Q, +20% in F3Q.
4️⃣ Blackwell Ultra (B300) launches in F3Q.
5️⃣ Increased efficiency in GB200 rack production → 2025 shipment forecast raised from 25K to 30K.
Stronger long-term expectations → Target price $215
#NVDA #AI #GPU #Stock
KeyBanc raises target price for $NVDA from $190 to $215 (Overweight)
🔑 Expectations:
1️⃣ Strong F2Q (July) forecast.
2️⃣ F3Q (October) guidance may be released excluding China revenue → +$2-3B potential impact.
3️⃣ Blackwell (B200) GPU supply increased by 40% in F2Q, +20% in F3Q.
4️⃣ Blackwell Ultra (B300) launches in F3Q.
5️⃣ Increased efficiency in GB200 rack production → 2025 shipment forecast raised from 25K to 30K.
📌 Stronger long-term expectations → Target price $215
#NVDA #AI #GPU #Stock
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