Professional
Added to YB: 2025-05-22
Pitch date: 2025-05-19
NVDA [bullish]
NVIDIA Corporation
+63.5%
current return
Author Info
No bio for this author
Company Info
NVIDIA Corporation operates as a data center scale AI infrastructure company. The company operates through two segments, Compute & Networking, and Graphics segments.
Market Cap
$5.4T
Pitch Price
$134.26
Price Target
230.50 (+5%)
Dividend
0.45%
EV/EBITDA
32.19
P/E
34.22
EV/Sales
21.08
Sector
Semiconductors and Semiconductor Equipment
Category
growth
Raymond James Sees Near-Term Headwinds for Nvidia, But Long-Term Tailwinds Intact
NVDA: Raymond James sees Q2 upside but limited growth in Jul-25Q due to $4B H20 export hit; consensus $46B may be high. Bullish 2H outlook from hyperscale capex, eased export rules, Mideast demand extending Blackwell momentum into 2026. GM target mid-70% by end-CY25.
Read full article (1 min)