Nvidia (NVDA) shares edge higher Monday as analysts from UBS and Wolfe Research raise their price targets on the chip stock to $150 per share. Market Domination’s Josh Lipton and Julie Hyman talk about the latest calls on the semiconductor leader and Wall Street’s broad sentiments on it.
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This post was written by Luke Carberry Mogan.
Video Transcript
All right, let’s check in on a few of the top analyst calls from today, NVIDIA shares higher on the back of two price target boost U BS raising its outlook from 120 to 150 selling demand momentum for the Blackwell chips.
While Wolf research also raising its price target to 150 calling it one of the best ideas in semi.
So U BS for its part talks to about demand momentum for Blackwell rack scale systems says it’s robust sentiment.
Yes, they say it’s recently faded on the stock in the last few weeks.
Creating what they say is more a wall of worry that should be ultimately healthy if our stock, if our outlook materializes and then separately, as we know, the Wolf also raise their target to 150 talk about a SPS and improving mix driven by, by black wealth.
Now I’m sort of blown away like I’m I don’t know why I’m continually surprised by estimates for NVIDIA, but I’m still have the capacity to be surprised apparently.
So the consensus calendar 2025 earnings per share estimate for NVIDIA is $3.69.
According to Bloomberg estimates Uu Bs says, no, it could be closer to $5 per share because of these channel checks that they’re doing.
Wolf puts the number around $4 but like 369 versus $5 that’s a pretty big gap here.
And the naysayers with NVIDIA have talked about this slowing growth trajectory all around.
There’s no way they could keep up this pace of growth.
U Bs says, well, given what we’re seeing when we talk to people who are buying this stuff, there is still high demand.
Now we’ll see if that does end up being the case.
But it’s still, you know, it’s just, it’s incredible has its capacity to say, wow, $5 versus 360 isn’t our friend, our friend Corey Johnson.
If you turned and we ask him and he said in his career, never seen anything like it never seen anything like in video.
You know, we, we’ve thrown around the word unprecedented a lot under the after the past few years.
But you know, you still, it still applies in, in some case.
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