$NVIDIA(NVDA.US) - WILLIAM BLAIR ON NVIDIA: “BUY ON WEAKNESS”
William Blair reiterated an Outperform rating on Nvidia after a modest beat-and-raise quarter. Guidance excluded H20 sales due to China export uncertainty, but Blackwell Ultra (B300) delivered $10B+ revenue, ramping faster than expected.The firm sees Nvidia maintaining AI leadership through strong hardware, supply chain, and CUDA software, supporting growth into fiscal 2026 and beyond. With shares dipping after hours, William Blair says it would buy on weakness.The copyright of this article belongs to the original author/organization.
The views expressed herein are solely those of the author and do not reflect the stance of the platform. The content is intended for investment reference purposes only and shall not be considered as investment advice. Please contact us if you have any questions or suggestions regarding the content services provided by the platform.
Post your comment
No Comments