🔍 What are analysts' price targets for NVDA post-earnings?

Analysts have set price targets for NVDA post-earnings, with expectations ranging from $200 to $225, reflecting optimism on Nvidia's continued growth in AI and data center markets. Here's a detailed analysis: 1. **Analyst Price Targets**: - **Stifel and Baird**: Raised their price targets to $212 and $225, respectively, citing strong chip demand and new product launches. - **Morgan Stanley and UBS**: Increased their targets to $206 and $205, respectively, based on strong AI demand signals. - **Wedbush**: Boosted its target to $210, reflecting confidence in Nvidia's data center momentum. 2. **Market Sentiment**: - **Bullish Outlook**: Analysts remain optimistic, with price targets indicating a potential 20% to 25% upside from current levels. - **Strong Fundamentals**: Nvidia's AI-driven growth and data center leadership support high price targets, despite geopolitical risks. 3. **Key Drivers**: - **AI Demand**: Projected $967.65 billion generative AI market by 2032, fueling continued growth. - **Data Center Strength**: Expected Q2 revenues of $40.19 billion, up 53% year-over-year. - **New Product Launches**: Upcoming GB300 chip launch and increased production capacity for AI processors. 4. **Risks and Considerations**: - **China Export Curbs**: Potential impact on sales and market sentiment, despite recent export license agreements. - **Market Volatility**: AI sector bubble concerns and potential tariff rulings could lead to short-term volatility. In conclusion, analysts' price targets for NVDA post-earnings reflect strong growth potential, driven by AI demand and data center expansion, while also considering geopolitical risks and market uncertainties.