Walter Bloomberg
2025.08.19 14:04

$NVIDIA(NVDA.US) - TD COWEN LIFTS NVIDIA PT TO $235, SEES STRONG AI POSITIONING

TD Cowen raised Nvidia’s (NVDA) price target to $235 from $175, keeping a Buy rating. Analyst Joshua Buchalter said Nvidia is best positioned to beat expectations, citing strong fundamentals, smooth Blackwell rollout, and a cleaner setup than peers like Broadcom. The firm maintains its above-Street $55B OctQ estimate (ex-H20 revenue) and sees upside to 2026 forecasts, with Nvidia still the “cleanest way to play AI.”

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