Deutsche Bank, a rare Wall Street bank, has been in a scenario where chipmakers are not recommended before NVIDIA released its highly anticipated quarterly earnings release next Wednesday. NVIDIA plans to report fiscal fourth quarter results ended on February 26 after the market ended in January. JensenHuang’s company started slowly until 2025, with shares rising only 4.3% in January due to the emergence. China’s DeepSeek artificial intelligence platform. But the stock has more than doubled in the past 12 months and remains a key AI name. Germany reiterated its holding rating of NVIDIA in its research report on Thursday. The investment bank is a small segment of the minority on Wall Street, with 56 of 56 analysts covering stock rates for buying or strong buying, according to FactSet data. The consensus target is worth $172, about 23% higher than the stocks closed on Thursday. Deutsche Bank is far less optimistic, sticking to its $140 per share target, close to where NVIDIA completed Thursday. Although analyst Ross Seymore saw NVIDIA’s string results, he also believes that the company’s guidance for the quarter ending in April can only match the street’s estimates, which makes the stock There is almost no room for climbing. “Given the ongoing complexity of Blackwell ramps, we see limited upside space for the (April) guide, Buyside expects ~Flattish Q/Q guide (higher (January) basis). “More important It is, despite the concern about the AI ​​capital efficiency that attracted in January, it seems that the large CSP/Hyperscaler/AI Co is still committed to its extensive capital budget, and in 2025 alone, many have reiterated tens of thousands of CAPEX. , “Seymour continues, referring to cloud service providers. Analysts noted that investors will question whether high demand for NVIDIA processors will continue in 2026 and in the coming years, which could challenge the stock’s upward trajectory. NVDA YTD Mountain Nvidia Stocks in 2025 – CNBC’s Michael Bloom contributed to this report.
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