Veteran Analyst Revamps Nvidia Stock Price Target Ahead of Earnings
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Veteran Analyst Revamps Nvidia Stock Price Target Ahead of Earnings Nauman Khan Tue, August 18, 2026 at 11:07 AM EDT 1 min read GOOG This article first appeared on GuruFocus . Nvidia ( NASDAQ:NVDA ) received a higher price target from GF Securities as the chipmaker prepares to report quarterly results, with analyst Jeff Pu maintaining a Buy rating and pointing to demand for its next-generation Vera Rubin platform. Pu lifted his target to $345 from $308. He expects new orders and Nvidia's system design approach to support the product cycle, with additional demand potentially coming from cloud providers and newer AI infrastructure companies. Is GOOG fairly valued? Test your thesis with our free DCF calculator. The analyst also sees Nvidia gaining ground against custom accelerator chips and rival platforms. Microsoft ( NASDAQ:MSFT ), Amazon ( NASDAQ:AMZN ), Alphabet's Google ( NASDAQ:GOOG ), and Oracle ( NYSE:ORCL ) have increased demand for Vera Rubin, according to the note. Pu said Nvidia could also benefit from higher activity at Anthropic and broader interest in open-weight AI models. The company is scheduled to release fiscal second-quarter results on Aug. 26.
AI 시장 분석
GF Securities raised its target price for NVIDIA (NVDA) ahead of earnings from $308 to $345 while maintaining a Buy rating. Strong demand from cloud companies and AI infrastructure providers for the next-generation Vera Rubin platform is expected to drive the stock price up. Investors should closely monitor the upcoming earnings release and new product order trends.
상승 영향
- Semiconductors — GF Securities raised NVIDIA's target price to $345, and earnings growth is anticipated due to increasing demand for the next-generation Vera Rubin platform.
- AI — Infrastructure investments by major cloud providers such as Microsoft, Amazon, and Google are expanding, and NVIDIA's competitive advantage over custom accelerators is being highlighted.
DYAX 전담 분석
Jeff Pu, an analyst at GF Securities, raised NVIDIA's target price to $345, citing strong demand for the next-generation Vera Rubin platform as the basis. Increased orders from major cloud service providers such as Microsoft, Amazon, and Google, along with a competitive edge over custom accelerators, are projected to directly drive earnings growth.
The bullish scenario is that guidance will exceed expectations in the August 26 earnings release, proving the sustainability of AI infrastructure investments. Conversely, the bearish scenario involves supply chain bottlenecks or signs of big tech companies adjusting their AI investment pace, with Vera Rubin's actual order conversion rate and cloud Capex trends serving as key indicators to monitor.
AI가 생성한 분석으로 투자 자문이 아닙니다.
DYAX Investor Sentiment
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