$NVIDIA(NVDA.US) - KEYBANC SEES MORE UPSIDE FOR NVIDIA ON STRONG AI DEMAND
KeyBanc’s John Vinh reiterated an Overweight rating and $250 price target on NVIDIA, expecting stronger results and guidance driven by robust hyperscaler demand and the GB200/300 ramp.The firm sees rack shipments rising and China sales resuming, boosting near-term numbers. For FY26, NVIDIA is on track to ship 50K+ racks and expand specs for its next-gen VR200 NVL144.Investor focus: 2026 outlook, Blackwell Ultra ramp, Rubin timeline, and China updates.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