Aug. 18 at 6:04 PM
Wall Street analysts are boosting targets for Nvidia ahead of earnings, citing “insatiable” AI demand and China revenue opportunities. Shares are up 30% YTD.
Nvidia +0.54%: Consensus sees Q2 revenue at
$45.8B and EPS
$1. Analysts expect beats as Blackwell ramps.
Cantor Fitzgerald: CJ Muse raised PT to
$240 (from
$200), expects $ 48B revenue,
$1.06 EPS; sees stronger capex from hyperscalers, sovereigns, and enterprise AI.
Mizuho: Vijay Rakesh lifted PT to
$205 (from
$192), forecasting
$46.2B revenue,
$1.01 EPS.
Morgan Stanley: Joseph Moore raised PT to
$206 (from
$200), expects
$46.6B revenue,
$1.03 EPS, highlighting rising inference demand.
Analysts anticipate higher earnings beats and stronger guidance as AI adoption accelerates.
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