NVIDIA ( $NVIDIA(NVDA.US)) PRICE TARGET RAISED TO $225 AT BAIRD
Baird analyst Tristan Gerra raised NVIDIA’s price target to $225 from $195, maintaining an Outperform rating. The upgrade reflects stronger revenue and EPS estimates driven by accelerating GB200 shipments in July, with momentum expected to continue.Key points:🔸 GB300 launch on track for late September, offering major performance gains over GB200.🔸 TSMC CoWoS capacity projected to nearly double in 2026, with 50% YoY growth in both 2026 and 2027.🔸 AI GPU competition remains favorable for NVIDIA through 2025.🔸 Spectrum-X gaining adoption at cloud data centers, supported by partners like Cisco, Meta, and xAI.🔸 ConnectX-8 targeting 80–90% AI server market share.🔸 Nvidia Cloud Partners (NCP) expanding rapidly to deliver GPU and AI services to enterprise private clouds.Rating: Outperform | PT: $225The copyright of this article belongs to the original author/organization.
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