Wall Street has just paused on the Nvidia (NVDA) Media gear. Several analysts have reduced their Nvidia stock forecasts. They indicate the tightening of the export rules and the contrary winds of income which could strike stronger than expected.
Wolfe Research lowers the price objective on export fears
Wolfe Research led the costs this week, reducing its NVIDIA price target from $ 180 to $ 150. While they kept an outperformance side, the tone was much less pink than before. Analysts warned that Us export restrictions IA Flea – especially for China – could cause more short -term income than the market.
Nvidia’s H20 fleas were supposed to get around these rules. But with the United States, which now requires licenses for even those, the company is preparing for a $ 5.5 billion with upcoming quarterly results.
This has frightened more than one analyst.
Morgan Stanley cuts estimates but maintains the faith
In Morgan Stanley (Ms)The company always lists Nvidia as a “higher choice”. But that did not prevent them from cutting expectations. They now predict that income from the NVIDIA data center could drop from 8 to 9% in the next quarters as sales related to China fall.
It is a clear change compared to the bullish tone of the last quarter. But with the global demand for growing AI chips, the longer -term vision of Morgan Stanley on Nvidia remains optimistic – but not as aggressive.
Mixed signals in the street
Not all analysts withdraw. Bank of America reaffirmed its purchase note and maintained a price target of $ 200, calling Nvidia “the basic game of infrastructure” in the AI revolution. In their opinion, the domination of Nvidia goes far beyond the GPUs. Its CUDA software ecosystem, its partnerships in deep business and Edge in AI developer tools give it an unshakable lead.
Bofa’s note also underlined Nvidia’s backwards in the AI fleas orders and the growing interest of world cloud suppliers as reasons of trust. “We consider NVIDIa not only a flea manufacturer, but as the plumbing of the ECC economy of the AI,” wrote analysts.
However, the tone on the other side of the street has clearly changed. While Nvidia’s long -term history remains intact, the recent Wolfe Research and Morgan Stanley cuts reflect an increasing concern that short -term income could take a clearer than expected. Even the most optimistic companies are now given more risks – in particular around geopolitical splash points and the volatility of export policies
Is the NVDA stock a purchase, a sale or a detention?
On Tipranks, the NVDA action still has a solid purchase consensus based on 37 purchases and five sockets. There is not a single sales rating in sight. THE Average price of price nvidia is now at $ 169.30 – which implies an increase of 67% of current levels. It’s always optimistic, but it comes with a little more lateral eye than before.
