Nvidia Quartalszahlen: Darum can use the Aktie nochmal-steigen

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If there is a company active, the best development will be on Wall Street, then Nvidia will do its job. Will the “new Rallye” not take so long?

The Nvidia stock that the stock market bought in 2023 will be worth a billion dollars (circulation 894.35 million euros) in market cap and a share price of around 220 dollars in 2023. In the first year that month lasted, Nvidia had analysts beige-tragging 30 percent of the stocks in the S&P 500 Index – all as one of the 500 stocks.

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The external response is under the attention of the Quartals messages sent grimly. By the Grund: The Chip Repairer who sold the KI-Hypes as Halbleiter and large Tech firms with Microsoft and Google was very bitter. Now let us know what the facts are about the observations in the comments of the Q2 message that the observations were made. We are happy with four analysts.

Analysts Look at Another Article from Quartal for Nvidia Action

Many analysts have said that Nvidia has turned positive and that a quarter of the fortsetzt has appeared.

“There are more strong numbers and a strong forecast from Nvidia, who can see the fragility of Hopper and Blackwell solutions in Cloud, Business, Consumer Internet and State Intelligence by not reading Nvidia’s message anymore,” writes Ross Seymore, analyst at Deutsche Bank Research.

The bank expects Nvidia to have earned US$28.5 billion (€25.48 million) in the July quarter. It seems that the analysts’ analysis of US$28.7 billion (€25.6 billion) has yielded a solid value.

If UBS turns on this data and goes away, Nvidia will solve the problem. “The problem with Nvidia’s constant business is much bigger than ever, it’s a German company that can reward the economy if it extracts money,” said Timothy Arcuri, an analyst at Schweizer Bank.

Bank of America (BofA) boosted optimism with its “Buy” rating, ranking Nvidia as a Top Pick in the Best Sector. Think about having the Bank look at the long term and concrete in the future, as the undertaking of the Unternehmens “with a Kurs-Gewinn-Verhältnis von below 30 für das Geschäftsjahr 2025 or a Kurs-Gewinn-Wachstums -Verhältnis von below 30 voor das Geschäftsjahr 2025 or der een Kurs-Gewinn-Wachstums-Verhältnis von below 1” in Vergleich zu others großen Aktien attraktiv bewertet ist.

The US Bank’s policy is that Nvidia will expect a future forecast or a slight over-reference to the world. Think of the ideas of analysts who find a solution to the active market forces. “Where Nvidia positions itself, one of the AI ​​Boom that is profitable, will enable the growth of the stock market and the high valuation,” said an analyst.

Love chain problem see Grund zur Vorsicht

This optimism is no different than before. A central theme discussed by analysts is the possible development of the next generation of Blackwell Chip from Nvidia.

If you know these ideas are a good idea, then the ability of Blackwell to moisten Blackwell’s potential energy is noticeable that these views can no longer be carried out by Nvidia in the long term.

Deutsche Bank has gained a different insight. “Trotz Befürchtungen über ‘Verzögerungen’… bezweifeln we, as a result of this, we are able to benefit from the fresh perspective of the external human beings, thus a possible Mangel an Angebot wahrscheinlich by höhere Hopper-Verkäufe ausgeglichen “, he is busy with his analysis.

UBS thought that the developments could be heavy and volatile, “the focus on the markets is based on the growth of the KI trends, which will result in greater benefits from NVIDIA.”

With a look at the new Zukunft, the Stifel is one of the best ways to see the “Lieferkettenengpassage in the kommenden Quartalen greater Risks could arise, especially when the Blackwell GPU with coupled Verzögerungen would be confronted at the time.”

Think about the behavior and position of the company

The assessment can provide an analyst with a sharper point. If BofA knows more about the future potential of the action, the Deutsche Bank will be more careful.

The bank’s Aktienkurs-vestingspricht is estimated at the age of 40 for 2025. We see Deutsche Bank as a ‘full-fledged company’ and note that a conservative attitude in the report of its colleges stops.

Once UBS has reviewed NVIDIA’s opinion and notices that the companies’ stock market views have disappeared, “the active stockholders have to deal with that optimism, a broader mirror, a soft drink that remains a play space for failures,” and to justify the premium rating.

Stifel encourages this forward analysis, noting: “At the active level, the risk-return profile of the company being leveraged is particularly relevant to potential gains in the supply chain.”

The Nvidia innovation provides a new product with the Blackwell GPU inführt, where the individual factors are separated, a legal working position that is there. Cares in this pipeline can put the market position of the companies into action.

The analysts believe that BofA shows that the Nvidia stock market “can be put to good use, providing insight into the uncertainty in the market about meaning and geopolitics.”

So make sure Nvidia analysts are active and they would likely be

• Bank of America (BofA): Judgement: Buy | Cursor soul: US$150.00 (Euro 134.16)
• Deutsche Bank: Judgement: Halt | Cursor soul: US$100.00 (Euro 89.44)
• UBS: Judgement: Buy | US$150.00 (Euro 134.16)
• Stifel: Judgement: Buy | Cursor soul: US$165.00 (Euro 147.59)