perfectionist25 - KeyBanc raises target price for $NVDA from $190...

2025-08-20 07:52:12

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

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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