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Globe and Mail
3 days ago
- Business
- Globe and Mail
Analysts Offer Insights on Technology Companies: Broadcom (AVGO) and Oracle (ORCL)
There's a lot to be optimistic about in the Technology sector as 2 analysts just weighed in on Broadcom (AVGO – Research Report) and Oracle (ORCL – Research Report) with bullish sentiments. Confident Investing Starts Here: Easily unpack a company's performance with TipRanks' new KPI Data for smart investment decisions Receive undervalued, market resilient stocks right to your inbox with TipRanks' Smart Value Newsletter Broadcom (AVGO) DBS analyst Fang Boon Foo maintained a Buy rating on Broadcom today. The company's shares closed last Friday at $246.93, close to its 52-week high of $251.88. According to Foo is a 5-star analyst with an average return of 32.7% and a 67.4% success rate. Foo covers the Technology sector, focusing on stocks such as Qualcomm, Marvell, and Nvidia. ;'> Currently, the analyst consensus on Broadcom is a Strong Buy with an average price target of $289.24, representing a 15.2% upside. In a report issued on May 28, Redburn Atlantic also initiated coverage with a Buy rating on the stock with a $301.00 price target. Oracle (ORCL) In a report released today, Brad Zelnick from Deutsche Bank maintained a Buy rating on Oracle, with a price target of $200.00. The company's shares closed last Friday at $174.02. According to Zelnick is a 5-star analyst with an average return of 10.9% and a 68.0% success rate. Zelnick covers the Technology sector, focusing on stocks such as CoreWeave, Inc. Class A, Palantir Technologies, and Palo Alto Networks. ;'> Oracle has an analyst consensus of Moderate Buy, with a price target consensus of $177.48, which is a 2.0% upside from current levels. In a report issued on June 4, Guggenheim also maintained a Buy rating on the stock with a $220.00 price target.
Yahoo
12-05-2025
- Business
- Yahoo
Nvidia Faces China Headwinds But Analysts See AI Growth Lifeline
May 12 - Nvidia (NASDAQ:NVDA) is navigating through broader headwinds. The stock is down over 15% this year. Trade tensions, export controls, and growing competition from Chinese firms like Huawei are weighing on investor sentiment. Still, Wall Street isn't backing off. Most analysts remain bullish heading into Nvidia's Q1 fiscal 2026 results, set for May 28. Strong demand for its AI chips and steady execution are helping keep confidence intact. Warning! GuruFocus has detected 3 Warning Signs with NVDA. The company is expected to post a 46% jump in earnings per share to $0.89. Revenue may climb 66% to $43.1 billion. Analysts say Nvidia continues to benefit from the AI boom, especially as big tech firms ramp up spending. To address U.S. export restrictions, Nvidia is preparing a downgraded version of its H20 chip for China. The move could help it stay competitive in a key market. Hopes for a potential rollback of current restrictions also gave shares a boost last week. DBS analyst Fang Boon Foo lowered his price target to $160 from $175, but kept a Buy rating. Bank of America's Vivek Arya also sees upside, setting a $150 target and forecasting a Q1 revenue beat. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $163.71 with a high estimate of $235.92 and a low estimate of $100.00. The average target implies a upside of +40.35% from the current price of $116.65. This article first appeared on GuruFocus. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
12-05-2025
- Business
- Yahoo
Nvidia Faces China Headwinds But Analysts See AI Growth Lifeline
May 12 - Nvidia (NASDAQ:NVDA) is navigating through broader headwinds. The stock is down over 15% this year. Trade tensions, export controls, and growing competition from Chinese firms like Huawei are weighing on investor sentiment. Still, Wall Street isn't backing off. Most analysts remain bullish heading into Nvidia's Q1 fiscal 2026 results, set for May 28. Strong demand for its AI chips and steady execution are helping keep confidence intact. Warning! GuruFocus has detected 3 Warning Signs with NVDA. The company is expected to post a 46% jump in earnings per share to $0.89. Revenue may climb 66% to $43.1 billion. Analysts say Nvidia continues to benefit from the AI boom, especially as big tech firms ramp up spending. To address U.S. export restrictions, Nvidia is preparing a downgraded version of its H20 chip for China. The move could help it stay competitive in a key market. Hopes for a potential rollback of current restrictions also gave shares a boost last week. DBS analyst Fang Boon Foo lowered his price target to $160 from $175, but kept a Buy rating. Bank of America's Vivek Arya also sees upside, setting a $150 target and forecasting a Q1 revenue beat. Based on the one year price targets offered by 51 analysts, the average target price for NVIDIA Corp is $163.71 with a high estimate of $235.92 and a low estimate of $100.00. The average target implies a upside of +40.35% from the current price of $116.65. This article first appeared on GuruFocus. Sign in to access your portfolio
Yahoo
11-05-2025
- Business
- Yahoo
Revenue Powerhouse Nvidia (NVDA) Plots Return to Stock Stardom
Whenever I analyze Nvidia (NVDA), I see a company perfectly poised to reap the tremendous value of AI growth today. Nvidia isn't simply along for the ride. It's creating the tools by making meaningful chips, software, and services that power AI systems. I'm enthusiastic and bullish about its potential because of its leadership position and pioneering attitude. However, investors must monitor changing economic trends, emerging AI advancements, and geopolitical risks. Discover companies with rock-solid fundamentals in TipRanks' Smart Value Newsletter. Receive undervalued stocks, resilient to market uncertainty, delivered straight to your inbox. Just yesterday, DBS analyst Fang Boon Foo maintained his bullish stance on NVDA stock by reiterating his Buy rating and citing NVDA's dominance in the AI-chip market as a 'significant factor' underpinning the company's lead in cutting-edge GPUs for high-powered applications such as AI and machine learning. The analyst also sees NVDA's plans to regularly upgrade its AI accelerators with Blackwell chips as a reason to expect eight consecutive quarters of substantial revenue increases when NVDA reports Q1 earnings later this month. Nvidia hardware dominates now, but emerging open-source AI tools like DeepSeek's large language models (LLMs) and Mixture-of-Experts (MoE) architectures present intriguing possibilities. DeepSeek constructed a strong model similar to GPT-4 with considerably fewer GPUs—only 2,048 Nvidia H800 units, while tens of thousands are normally required. DeepSeek's method dramatically reduces the computing power needed by using only essential model parts for each request. This could slow down the future need for GPUs. Now, more people can use AI, which helps Nvidia, but there might be less demand later if these methods are widely used. In particular, companies may choose smaller, improved AI systems, leading to buying fewer GPUs for each use. These cheaper offerings are the product of optimized algorithms and model advancements, including 4-bit quantization and sparsity. However, Nvidia's forward investment in software infrastructure, such as TensorRT and Triton Inference Server, continues to make its hardware appealing despite such efficiency gains. From a macroeconomic perspective, President Trump's and Treasury Secretary Scott Bessent's re-election provides compelling reasons for Nvidia to be hopeful. Their policies, particularly reduced corporate taxes, accelerated depreciation, and encouragement of technological research and development, are likely to yield significant benefits. Specifically, permitting businesses to fully depreciate their technology expenditures will enhance the demand for Nvidia's hardware as enterprises ramp up investments in AI infrastructure. Bessent's latest remarks reveal a strategy favoring tax benefits for industries like AI and quantum computing, underscoring the government's pro-growth stance. Lower business taxes and sensible expense guidelines might substantially drive Nvidia's net income and earnings per share upward, boosting the company's intrinsic value. In addition, expected deregulation to streamline infrastructure projects would help Nvidia, as it would lower the hurdles for its data center customers. More straightforward approvals for major infrastructure could lead to more AI projects, driving Nvidia hardware sales. Also, bullish expectations for monetary policy, including possible interest rate cuts in late 2025, could lower financing costs for Nvidia's customers, thus lengthening the AI investment cycle. Yet, Nvidia's future is not free of peril, especially from geopolitical risk. Trump's unpredictable trade policy (slapping triple-digit tariffs on Chinese imports and baseline universal tariffs of 10%) poses a clear and present danger to Nvidia's operating strategy. Tariffs have also been suggested for Taiwan, Nvidia's main ally for manufacturing. These tariffs could deeply affect Nvidia's normally high margins or require passing the cost on to purchasers, potentially affecting top-line growth. Reshuffling the supply chain, including moving assembly to the U.S., will eventually mitigate the tariff impact, but it requires time. Additionally, worsening U.S.-China tensions jeopardize Nvidia's Chinese market, which accounts for about 20% of its data center revenue. China's possible retaliatory actions, such as preferring local AI chip vendors like Huawei's HiSilicon, could meaningfully dent Nvidia's long-term growth outlook in the region. Therefore, Nvidia's geopolitical risk is a key consideration for investors. My base-case projection sees Nvidia steady as the initial AI hype fades away, landing at approximately $5 in TTM non-GAAP EPS by the middle of May 2026. With a 32x non-GAAP P/E multiple (a conservative investor sentiment adjustment), Nvidia could be at about $160 per share. In a best-case situation, Nvidia makes money from its expanding software and services supported by good economic policies. With steady earnings growth to possibly $5.50 a share, a higher valuation multiple of approximately 35x is warranted, which puts the stock price at around $190. On the other hand, a bear case accounts for strong tariff effects, deeper market share losses from efficiency improvements, and increased global tensions that can notably reduce Nvidia's earnings and access to markets. In this instance, earnings can dip to around $4.75 EPS, leading to a more conservative 25x multiple, which gives a stock price of $120. On Wall Street, Nvidia has a consensus Strong Buy rating based on 34 Buys, five Holds, and just one Sell rating acquired over the past three months. The average NVDA price target is $164.35, indicating a 40% upside potential over the next 12 months. As an investor, I believe Nvidia is strongly positioned in the emerging AI landscape, supported by solid economic fundamentals and a robust ecosystem strategy. That said, I'm closely watching shifts in the broader economy, productivity gains from initiatives like DeepSeek, and geopolitical developments that could alter the company's growth path. Investors should pay attention to trends in gross margins, the pace of revenue expansion from AI software, and the evolving dynamics of U.S.-China trade, all of which will shape the outlook in the months ahead. At present, I remain highly bullish — Nvidia is my largest holding, representing 15% of my portfolio. I'm confidently targeting $160 per share over the next 12 months. 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