NVIDIA Price Target Raised at HSBC Ahead of Q2 Earnings

Nvidia Corporation (NASDAQ:NVDA) is a leading player in the technology sector, renowned for its graphics processing units (GPUs) and advancements in artificial intelligence (AI). On May 29, 2025, Benchmark reaffirmed its "Buy" rating for NVDA, with the stock priced at approximately $138.76. This endorsement, as reported by Benzinga, underscores Nvidia's potential for growth, driven by strong quarterly performance under CEO Jensen Huang.

Nvidia's recent quarterly results have garnered positive attention from Wall Street analysts. The company has shown robust fundamentals, with a notable increase in AI rack-scale deployments and improved gross margins. Despite challenges like US export restrictions to China, Nvidia has successfully ramped up its new Blackwell architecture, as highlighted by Bank of America. This strategic move has helped mitigate risks associated with China sales.

Gene Munster from Deepwater Asset Management discussed Nvidia's earnings on 'The Exchange,' emphasizing AI as a significant growth driver. Nvidia is well-positioned to leverage the expanding AI market, potentially boosting its stock performance. Munster's insights highlight AI's crucial role in Nvidia's strategic growth plans, aligning with the company's focus on AI advancements.

Nvidia is experiencing a surge in growth due to increased demand for AI technology. CNBC's Deirdre Bosa on 'Money Movers' discussed how Nvidia's advancements in AI are positioning it as a key player in the tech industry. The company's ability to capitalize on the growing reliance on AI across various sectors is driving its success and market presence.

Currently, Nvidia's stock price is $139.35, reflecting a 3.37% increase. The stock has traded between $137.93 and $143.49 today, with a 52-week high of $153.13 and a low of $86.62. Nvidia's market capitalization stands at approximately $3.4 trillion, with a trading volume of 312.2 million shares, indicating strong investor interest and confidence in the company's future prospects.

NVIDIA Corporation (NASDAQ: NVDA) is a prominent player in the technology sector, specializing in graphics, compute, and networking solutions. The company serves diverse markets, including gaming, professional visualization, data centers, and automotive industries. Known for its cutting-edge technologies, NVIDIA has formed strategic partnerships, such as its collaboration with Kroger Co., to enhance its market presence.

In recent months, analysts have shown varying levels of optimism regarding NVIDIA's stock. Last month, the average price target was $150, indicating a cautious short-term outlook. However, this sentiment shifted in the last quarter, with the average price target rising to $165.33. This increase suggests that analysts have become more optimistic about NVIDIA's business segments and potential growth.

The anticipation surrounding NVIDIA's earnings report is significant, as highlighted by FX Empire. Investors are closely watching the company's performance, with analysts like Needham setting a price target of $230. This target reflects a positive outlook for NVIDIA's financial performance, despite potential short-term challenges in key metrics, as noted by Wall Street analysts.

Global markets are reacting to NVIDIA's upcoming earnings report, with mixed signals observed across different regions, as reported by the Wall Street Journal. U.S. stock futures indicate a slightly weaker opening, while Asian and European markets show varied performances. Despite these fluctuations, Needham's price target of $230 underscores confidence in NVIDIA's longer-term prospects.

NVIDIA's market capitalization has reached an impressive $3 trillion, yet the company's sales growth has slowed significantly, dropping from over 250% a year ago. This slowdown raises questions about the broader implications for the AI sector, as discussed by Yahoo Finance's Jared Blikre. Nevertheless, Needham's price target of $230 suggests a positive analysis of NVIDIA's current market position and future potential.

• NVIDIA Corporation (NASDAQ:NVDA) is trading at $135.50, with a price target of $150 set by Piper Sandler, indicating a potential upside of 10.7%.
• The company's new Blackwell chips are driving investor interest, supported by increased investment from cloud giants, highlighting NVIDIA's growth prospects.
• NVIDIA's upcoming earnings report will focus on data center growth and its strategy in China amidst US chip restrictions, with a market capitalization of approximately $3.3 trillion and a trading volume of 190.5 million shares.

NVIDIA Corporation, listed as NASDAQ:NVDA, is a leading player in the technology sector, known for its advanced graphics processing units (GPUs) and innovative chip technology. The company is currently trading at $135.50, with a recent price increase of $4.21, or 3.21%. NVIDIA's stock has seen significant fluctuations, with a 52-week high of $153.13 and a low of $86.62, reflecting its dynamic market presence.

On May 27, 2025, Harsh Kumar from Piper Sandler set a price target of $150 for NVDA, suggesting a potential upside of approximately 10.7% from its current price of $135.50. This optimistic outlook is supported by the growing demand for NVIDIA's new Blackwell chips, which are attracting significant investor interest. As highlighted by Patrick Moorhead from Moor Insights & Strategy, the increased investment from cloud giants further enhances NVIDIA's growth prospects.

NVIDIA is preparing to release its earnings report, with a focus on data center growth and its strategy in China. The company's approach in China is particularly crucial due to recent US chip restrictions, which could present challenges. Dan Howley from Yahoo Finance will be analyzing these aspects, providing insights into how NVIDIA plans to navigate these potential headwinds and maintain its market position.

The upcoming earnings report is highly anticipated, with investors eager to see how NVIDIA addresses market competition and headwinds, especially in the context of the AI trade. The company's market capitalization of approximately $3.3 trillion and a trading volume of 190.5 million shares underscore its significant influence in the technology sector. As NVIDIA continues to innovate and expand, its performance and strategic decisions remain under close scrutiny by investors and analysts alike.

• NVIDIA Corporation (NASDAQ:NVDA) is set to release its quarterly earnings with an expected EPS of $0.85 and projected revenue of $43.2 billion.
• The company faces challenges in China but is anticipated to see a 64% increase in Q1 revenues, driven by AI and datacenter expansion.
• NVIDIA's financial metrics indicate high market expectations, with a P/E ratio of 44.12, showcasing optimism about its earnings potential.

NVIDIA Corporation (NASDAQ:NVDA) is a prominent player in the technology sector, known for its leadership in AI chip technology. As the company prepares to release its quarterly earnings on May 28, 2025, Wall Street analysts have set expectations with an estimated earnings per share (EPS) of $0.85 and projected revenue of approximately $43.2 billion.

NVIDIA faces a significant challenge with the potential loss of a substantial portion of its business in China, which previously accounted for 13% of its sales. Despite this, the company is expected to see a 64% increase in Q1 revenues compared to the previous year, driven by the growing demand for artificial intelligence and the expansion of datacenters.

Matt Bryson from Wedbush Securities has expressed confidence in NVIDIA's performance, downplaying concerns about the impact of DeepSeek. He emphasizes the importance of Big Tech's spending on NVIDIA, which could significantly influence the company's results. The developments in China and overall tech spending on AI are also key factors to watch in the upcoming earnings report.

NVIDIA's financial metrics reflect the market's high expectations for its future growth. With a price-to-earnings (P/E) ratio of approximately 44.12, investors are optimistic about the company's earnings potential. The price-to-sales ratio of about 24.54 and enterprise value to sales ratio of around 24.55 indicate a premium valuation, while the enterprise value to operating cash flow ratio of approximately 50 highlights the company's strong cash flow generation.

NVIDIA maintains a strong financial position with a debt-to-equity ratio of approximately 0.13, indicating low debt levels relative to its equity. The current ratio of about 4.44 further underscores the company's ability to cover its short-term liabilities with its short-term assets, showcasing its robust financial health.

• NVIDIA Corporation (NASDAQ:NVDA) continues to show strong growth potential, supported by positive earnings estimate revisions and strategic partnerships.
• The ongoing Bitcoin rally, reaching an all-time high, benefits NVIDIA due to its involvement in cryptocurrency mining technology.
• NVIDIA's partnership with Navitas to provide advanced power semiconductors for AI data centers is expected to enhance efficiency and reduce costs, indicating strong market confidence.

NVIDIA Corporation (NASDAQ:NVDA) is a leading player in the technology sector, known for its graphics processing units (GPUs) and AI solutions. On May 22, 2025, Needham maintained its "Buy" rating for NVDA, with the action being "hold," and the stock price was $133.43. This reflects confidence in NVIDIA's potential, despite the current market volatility.

Dale Smothers, a market analyst, is optimistic about NVIDIA's prospects, especially in light of the ongoing Bitcoin rally. Bitcoin has reached an all-time high of over $111,000, which benefits NVIDIA due to its involvement in cryptocurrency mining technology. This surge occurs amid a broader market downturn, driven by easing global tensions and potential Federal Reserve rate cuts.

NVIDIA's strategic partnership with Navitas is another positive development. Navitas will provide advanced power semiconductors for NVIDIA's AI data centers, aiming to enhance efficiency and reduce costs. This collaboration has already resulted in a 150% pre-market increase for Navitas, indicating strong market confidence in the partnership's potential.

Currently, NVIDIA's stock price is $133.24, showing a 1.09% increase today. The stock has fluctuated between $131.55 and $133.95 during the day, with a 52-week high of $153.13 and a low of $86.62. NVIDIA's market capitalization is approximately $3.25 trillion, reflecting its significant presence in the tech industry.

NVIDIA's growth potential is further supported by positive earnings estimate revisions. Alongside companies like Visa and PayPal, NVIDIA is expected to perform well in 2025. The company's strong market position and strategic initiatives, such as the Navitas partnership, contribute to its promising outlook.

UBS lowered its price target on Nvidia (NASDAQ:NVDA) from $180 to $175 while reiterating a Buy rating, as the firm adjusts expectations to account for a larger-than-anticipated impact from the recent H20 export ban.

Despite the regulatory setback, Nvidia is still expected to slightly exceed its $43 billion Q1 revenue guidance, with Q2 revenue likely to come in just modestly higher. Given that many investors feared a sequential decline, this alone may be enough to maintain market confidence.

UBS sees earnings per share for Q1 around $0.76, below the Street's $0.89 forecast, largely due to lower gross margins as the company absorbs charges tied to the H20 ban. Still, the tone of Nvidia’s upcoming earnings call on May 28 is anticipated to be upbeat.

Looking ahead, growth is forecast to pick up in the second half of the year as shipments of the next-gen GB300 racks begin in late calendar Q3. Additionally, Nvidia may regain partial access to the Chinese market through a modified Blackwell-based GPU, which could offset some of the lost volume.

However, margin guidance could see slight pressure as Nvidia delays its higher-margin Cordelia boards until next year, continuing with the lower-margin Bianca configuration for now.

UBS also noted potential regulatory shifts, with the AI Diffusion Rule possibly being replaced by a direct licensing model—an outcome that could ultimately favor Nvidia if no strict caps are imposed.

The firm revised its 2026 EPS forecast to $4.22, falling short of the consensus of $4.42, with the discrepancy primarily due to lower margin expectations in the current quarter.

UBS lowered its price target on Nvidia (NASDAQ:NVDA) from $180 to $175 while reiterating a Buy rating, as the firm adjusts expectations to account for a larger-than-anticipated impact from the recent H20 export ban.

Despite the regulatory setback, Nvidia is still expected to slightly exceed its $43 billion Q1 revenue guidance, with Q2 revenue likely to come in just modestly higher. Given that many investors feared a sequential decline, this alone may be enough to maintain market confidence.

UBS sees earnings per share for Q1 around $0.76, below the Street's $0.89 forecast, largely due to lower gross margins as the company absorbs charges tied to the H20 ban. Still, the tone of Nvidia’s upcoming earnings call on May 28 is anticipated to be upbeat.

Looking ahead, growth is forecast to pick up in the second half of the year as shipments of the next-gen GB300 racks begin in late calendar Q3. Additionally, Nvidia may regain partial access to the Chinese market through a modified Blackwell-based GPU, which could offset some of the lost volume.

However, margin guidance could see slight pressure as Nvidia delays its higher-margin Cordelia boards until next year, continuing with the lower-margin Bianca configuration for now.

UBS also noted potential regulatory shifts, with the AI Diffusion Rule possibly being replaced by a direct licensing model—an outcome that could ultimately favor Nvidia if no strict caps are imposed.

The firm revised its 2026 EPS forecast to $4.22, falling short of the consensus of $4.42, with the discrepancy primarily due to lower margin expectations in the current quarter.