Latest news with #GB300
Yahoo
5 days ago
- Business
- Yahoo
This Bullish Catalyst for Nvidia Stock Is Coming in September
Nvidia (NVDA) shares are in focus on Friday following reports the artificial intelligence behemoth will initiate wide-scale shipments of its latest GB300 servers in September. The rollout could prove a major inflection point for data center infrastructure as NVDA's modular design strategy and improved supply chain execution could accelerate adoption across hyperscalers and enterprise customers. More News from Barchart Insider Trading Alert: Here's Who Bought Nvidia and AMD Stock Before the U.S. Chip Deal with China Dear Tesla Stock Fans, Mark Your Calendars for July 23 Robinhood Keeps Hitting New Highs. How Should You Play HOOD Stock Here? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Ahead of the aforementioned potential tailwind, Nvidia stock is already up nearly 100% versus its year-to-date low set in the first week of April. Why Is the GB300 Rollout Significant for Nvidia Stock? Nvidia's shift to a more flexible server architecture with the GB300 platform could unlock higher margins and streamline partner integration. Offloading motherboard assembly to customers and using standardized components will enable the multinational to lower design bottlenecks while improving scalability. With validation hurdles largely addressed and partners signaling readiness, September's volume ramp-up could fuel revenue acceleration in Q4. The reports are positive for NVDA shares also because unlike prior launches plagued by cooling and layout complexities, this transition is broadly expected to be smoother, positioning the firm to consolidate its leadership in AI compute and potentially surprise on earnings. NVDA Shares Reiterated as 'Top Pick' JPMorgan analysts remain fully convinced that Nvidia shares could push further to the upside over the next few months as 'artificial intelligence/accelerated compute demand remains strong.' They reiterated the AI stock as a 'top pick' in their research note on Friday, adding the Nasdaq-listed firm looks 'best positioned to weather potential trade/tariff challenging macro environment.' According to the investment firm, NVDA has up to 15% earnings upside after the U.S. government offered reassurances that the chipmaker will soon be able to resume its business in China. Note that Nvidia is broadly expected to earn $0.94 on a per-share basis in its current financial quarter, up significantly from $0.65 a share in the same quarter last year. What Is Wall Street's Consensus View on Nvidia? Nvidia's lead in the fast-growing artificial intelligence market is keeping other Wall Street analysts positive on its stock as well. According to Barchart, the consensus rating on NVDA stock currently sits at 'Strong Buy' with the mean target of about $181 indicating potential upside of another 6% from here. On the date of publication, Wajeeh Khan did not have (either directly or indirectly) positions in any of the securities mentioned in this article. All information and data in this article is solely for informational purposes. This article was originally published on
Business Insider
12-07-2025
- Business
- Business Insider
Super Micro Stock (SMCI) Gets Price Target Hike from Citi's Top Analyst Ahead of Q4 Earnings
Super Micro Computer (SMCI), a provider of servers and IT systems, is set to announce its Q4 FY25 earnings in early August. Wall Street expects the company to report EPS of $0.44 on revenue of $5.96 billion in Q4. Ahead of the results, Asiya Merchant, a 5-star analyst at Citi, raised her price target on the stock to $52, up from $37. While she maintained a Neutral rating, Merchant believes stronger demand for AI servers and easing supply constraints could support growth in the coming quarters. Elevate Your Investing Strategy: Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Merchant ranks 280 out of more than 9,800 analysts on TipRanks. She has a success rate of 75%, with an average return per rating of 26.80% over a one-year period. Analyst Sees AI Growth Ahead, But Margin Concerns Linger Merchant, a Top-rated analyst, sees growing demand in the AI space, especially from large companies and government customers. She noted that Super Micro is beginning to benefit from the ramp-up of Nvidia's (NVDA) GB200 and GB300 platforms, which started shipping in May. She added that Super Micro's management sounds hopeful about turning current deals into real orders over the next two quarters. As Blackwell GPU supply improves, she believes the company will find it easier to deliver products and grow its sales. Still, the analyst remains cautious. She warned that profit growth could slow, as larger rivals like Dell (DELL) and Hewlett Packard Enterprise (HPE) are stepping up competition in the same space. This added pressure could make it harder for Super Micro to grow its margins, even if sales continue to rise. Higher Price Target Reflects AI Buzz Merchant raised her price target to $52 based on a higher earnings multiple of 13.5x FY2027 estimates, compared to her earlier range of 9–10x. She said the move reflects stronger valuations across AI-related stocks and an overall lift in the market. However, the analyst kept her Neutral rating, citing fair valuation and margin pressure ahead of Q4 earnings. Is SMCI Stock a Buy? Super Micro Computer stock has a consensus Moderate Buy rating among 14 Wall Street analysts. That rating is based on six Buy, six Hold, and two Sell recommendations issued in the last three months. The average SMCI price target of $40.92 implies 18.75% downside from current levels.
Yahoo
09-07-2025
- Business
- Yahoo
Vertiv Stock Rises on Backlog Surge: Is This a Sign of More Upside?
Vertiv VRT is emerging as a key player in the global AI infrastructure buildout, offering advanced power and thermal solutions tailored for high-density compute demand for AI-ready infrastructure fueled Vertiv's backlog to $7.9 billion in the first quarter of 2025, up 25% year over year and 10% sequentially. With revenues rising 24.2% year over year to $2.04 billion, the book-to-bill ratio stood at 1.4X, reflecting sustained order strength as hyperscalers and colocation providers continue to scale capacity across North America and in Vertiv's order base is being driven by sustained investments in R&D and capacity, enabling execution at greater scale. As AI-scale deployments become more complex, customers are prioritizing integrated thermal and power infrastructure. Vertiv's collaboration with NVIDIA around GB200 and GB300 reference designs is serving as a key growth driver, reinforcing its role in large-scale infrastructure by strong backlog execution and elevated deal volume, Vertiv now expects 2025 revenues between $9.325 billion and $9.575 billion, implying 18% growth at the midpoint. Organic net sales growth is projected between 16.5% and 19.5%, driven by continued strength in AI-related infrastructure activity. With visibility supported by a strong order pipeline and expanding infrastructure needs, Vertiv is well-placed to capitalize on secular tailwinds in 2025. Vertiv's expanding role in AI infrastructure is attracting competition from the likes of Super Micro Computer SMCI and Dell Technologies DELL, both scaling to meet surging demand from data centers and Micro Computer is advancing GPU-optimized, liquid-cooled server systems designed for high-density AI workloads. Its energy-efficient platforms and fast deployment cycles help address growing infrastructure complexity, positioning Super Micro Computer as a credible peer in large-scale AI Technologies is bolstering its integrated infrastructure portfolio, offering scalable systems to power AI-native applications. With a strong global footprint and broad product suite, Dell Technologies is increasingly competing with Vertiv for enterprise and cloud infrastructure deals. VRT's shares have increased 10.8% year to date, while the broader Zacks Computer & Technology sector has appreciated 7% and the Zacks Computers - IT Services industry has plunged 5.7%. Image Source: Zacks Investment Research Vertiv stock is trading at a premium, with a trailing 12-month Price/Book of 17.99X compared with the Computer and Technology sector's 10.2X. VRT has a Value Score of D. Image Source: Zacks Investment Research The Zacks Consensus Estimate for VRT's 2025 earnings is pegged at $3.56 per share, up by a penny over the past 30 days. The figure indicates a 24.91% increase year over year. Vertiv Holdings Co. price-consensus-chart | Vertiv Holdings Co. QuoteVertiv currently carries a Zacks Rank #2 (Buy). You can see the complete list of today's Zacks #1 Rank (Strong Buy) stocks here . Want the latest recommendations from Zacks Investment Research? Today, you can download 7 Best Stocks for the Next 30 Days. Click to get this free report Dell Technologies Inc. (DELL) : Free Stock Analysis Report Super Micro Computer, Inc. (SMCI) : Free Stock Analysis Report Vertiv Holdings Co. (VRT) : Free Stock Analysis Report This article originally published on Zacks Investment Research ( Zacks Investment Research
Yahoo
07-07-2025
- Business
- Yahoo
Citi lifts Nvidia's price target on booming sovereign AI demand
Citi (C) is doubling down on Nvidia (NVDA), driven by what it sees as a major expansion in demand for AI infrastructure, particularly from sovereign governments. The firm raised its price target on the chipmaker to $190 per share, implying a roughly 15% upside from Nvidia's current trading levels. Citi analysts said they see Nvidia capturing a larger piece of an expanding total addressable market (TAM) for data center infrastructure. The upgrade comes as Nvidia continues its charge toward a $4 trillion market cap, with shares up 12% in the past month. "We believe sovereign demand is already contributing up to billions of dollars in 2025" and should ramp up further in 2026, analysts Atif Malik and Papa Sylla wrote. Nvidia is involved in "essentially every sovereign deal," the note said, making the company central to the global race to build national AI infrastructure. The firm raised its 2028 AI compute TAM estimate to $563 billion, up 13% from $500 billion, and networking TAM to $119 billion, up from $90 billion, expecting sharp sales increases for Nvidia. Citi noted that at Nvidia's recent Generative AI conference, participants discussed a possible benchmark for AI infrastructure: one supercomputer or 10,000 GPUs per 100,000 employees, a ratio that could drive massive enterprise and government buildouts. Nvidia, whose Blackwell GB200 chips power many of these AI clusters, is already seeing accelerating deployment, according to Citi. Concerns about potential bottlenecks in Nvidia's supply chain have also eased, with Citi reporting that rack buildouts are happening "at a rapid pace." As the company prepares for its next-gen GB300 chips, analysts expect a smooth transition, crediting lessons learned from earlier platform shifts. Citi now expects Nvidia's data center revenue to grow 5% in FY 2027 and 11% in FY 2028. Networking sales are projected to surge by 12% and 27%, respectively. This represents a 20% attach rate, indicating a rising demand for high-performance systems that link large AI clusters. Gross margins are also forecast to continue expanding, normalizing in the mid-70% range by year-end. Still, the bank flagged downside risks, including renewed export restrictions under a potential second Trump administration. Bloomberg recently reported that Malaysia and Thailand could face scrutiny for suspected shipments to China. For now, though, the AI gold rush — especially from public sector buyers — shows no signs of slowing. "Nvidia has line of sight to tens of gigawatts of sovereign and enterprise AI factory buildouts over the next few years," Malik and Sylla wrote. Francisco Velasquez is a reporter for Yahoo Finance. He can be reached on LinkedIn and X.
Business Insider
07-07-2025
- Business
- Business Insider
NVDA vs. BBAI vs. SOUN: Which AI Stock Is the Best Pick, According to Analysts?
Wall Street is bullish on the prospects of several artificial intelligence (AI) stocks as spending remains resilient despite macro uncertainties. The use of generative AI to automate tasks and enhance productivity is increasing rapidly, presenting massive growth opportunities for companies in the AI space. Using TipRanks' Stock Comparison Tool, we placed Nvidia (NVDA), Holdings (BBAI), and SoundHound AI (SOUN) against each other to find the best AI stock, according to Wall Street analysts. Don't Miss TipRanks' Half-Year Sale Take advantage of TipRanks Premium at 50% off! Unlock powerful investing tools, advanced data, and expert analyst insights to help you invest with confidence. Make smarter investment decisions with TipRanks' Smart Investor Picks, delivered to your inbox every week. Nvidia (NASDAQ:NVDA) Stock Nvidia stock has risen about 19% year-to-date, marking a rebound from the weakness seen earlier this year due to tariff pressures, macro uncertainty, growing competition, and chip export restrictions. The company reported market-beating results for the first quarter of Fiscal 2025, reflecting robust demand for its GPUs (graphics processing units), which are essential for building and training AI models. Looking ahead, Nvidia is confident about capturing elevated demand for its AI chips, supported by innovative offerings like the Blackwell platform. Moreover, the company is well-positioned to capture growth opportunities in sovereign AI and robotics. Is Nvidia Stock a Buy? Recently, Mizuho analyst Vijay Rakesh increased the price target for Nvidia stock to $185 from $170 and maintained a Buy rating. The 5-star analyst's revised price forecast for NVDA stock reflects an increase in his Fiscal 2026 revenue and EPS (earnings per share) estimates from $195 billion and $4.16 to $202 billion and $4.38, respectively. Rakesh also increased his top and bottom-line estimates for Fiscal 2027 and Fiscal 2028, citing slightly improved GPU supply and pulled-in demand for GB300 and air-cooled Rubin platform as key drivers. While Rakesh increased his Fiscal 2025 estimates, he maintained his revenue and EPS forecast for Q2 FY25 at $45 billion and $0.98, respectively, with data center revenue expected to rise 5% quarter-over-quarter to $41 billion. He expects strong demand for GB200 chips in the second half of 2025, ahead of the GB300 ramp, which could potentially more than offset the loss of revenue from H20 chips. Overall, Wall Street has a Strong Buy consensus rating on Nvidia stock, backed by 35 Buys, four Holds, and one Sell recommendation. At $175.69, the average Nvidia stock price target indicates 10.3% upside potential. Holdings (NYSE:BBAI) Stock stock has rallied by an impressive 74.2% year-to-date and 424% over the past year, as investors are optimistic about the growth potential of the company's AI-powered decision intelligence solutions. The Russell 2000 AI stock has been gaining the attention of small-cap investors. While 5% revenue growth in Q1 2025 was not impressive, BBAI bulls are optimistic about better days ahead, driven by a strong backlog of $385 million and recent contract wins. For instance, last month, the company announced a strategic partnership with Easy Lease and Vigilix Technology to accelerate AI in the United Arab Emirates (UAE). Is BBAI Stock a Good Buy? Earlier this month, H.C. Wainwright analyst Scott Buck increased the price target for stock to $9 from $6 and reaffirmed a Buy rating. The analyst noted the outperformance of BBAI stock compared to the Russell 2000 Index in the first half of the year, driven by new customers and contracts as well as underlying secular trends in the AI-driven defense and security space. Buck highlighted the double-digit revenue growth expectations for 2026, bolstered by a strong backlog and favorable signs indicating that BBAI's products are gaining traction in key growth verticals like border security, defense, intelligence, and critical infrastructure. Consequently, Buck sees the possibility of multiple expansion for BBAI stock ahead of the expected improvement in the financial results in the second half of 2025 and 2026. Currently, Wall Street is divided on BBAI stock, with a Moderate Buy consensus rating based on two Buys and two Hold recommendations. The average stock price target of $5.83 indicates about 25% possible downside from current levels. SoundHound AI (NASDAQ:SOUN) Stock SoundHound AI offers artificial intelligence-powered voice and conversational intelligence solutions to several end markets, including retail, automotive, healthcare, and restaurants. After rallying more than 800% in 2024, SOUN stock is down 44% year-to-date. The company delivered a 151% growth in its Q1 2025 revenue. Moreover, it ended the quarter with cash and cash equivalents of $246 million and no debt. However, profitability concerns, rising competition in the voice AI space, SoundHound stock's lofty valuation, and Nvidia's sale of its stake in the company have adversely impacted investor sentiment. Is SoundHound Stock a Good Buy? In a research note last month, Northland Securities analyst Michael Latimore highlighted SoundHound's position as a pioneer in speech recognition and language understanding. The 4-star analyst also highlighted the gains from the Amelia acquisition and the strength of the proprietary SoundHound Voice AI platform, which offers robust speed and accuracy in understanding complex voice queries. Latimore noted Agentic AI opportunities and management's expectation of material acceleration in the second half of 2025. That said, Latimore currently has a Hold rating on SOUN stock with a price target of $8, which indicates a 28% downside risk. While the prospects of SoundHound AI look bright, considering a total addressable market (TAM) of $140 billion across multiple industries, analysts are divided on the stock due to its steep valuation and other concerns. With four Buys and three Holds, Wall Street has a Moderate Buy consensus rating on SoundHound AI stock. The average SOUN stock price forecast of $11.50 indicates a modest upside of 3.7%. Conclusion Wall Street is cautiously optimistic about Holdings and SoundHound AI stocks, but highly bullish on Nvidia stock as a top AI play. Analysts see higher upside potential in NVDA stock than in the other two AI stocks from current levels. Nvidia's dominant position in the AI GPU space, solid fundamentals, and relentless innovation support analysts' bullish stance.
