Jan. 19 at 9:03 PM
Nvidia faces growing uncertainty over its ability to sell H200 AI chips to Chinese companies, putting approximately
$30 billion in potential revenue at risk. Customs officials in China have blocked shipments, leading supply chain manufacturers to pause production.
Despite these challenges, Wall Street remains confident in Nvidia’s prospects. Jefferies raised its price target to
$275 from
$250, while RBC initiated coverage with an Outperform rating and a
$240 target. Analysts note that Nvidia trades at a ~15% discount to other major AI stocks despite stronger growth potential and higher margins. The average Wall Street target stands around
$260, while the stock trades at about
$186 per share, with a forward price-to-earnings ratio under 25, near the low end of its three-year range.
Investors are also looking at competitors in AI and memory-chip sectors, including Alphabet and Micron Technology , but Nvidia’s leadership in AI chips keeps optimism high among analysts.
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