Blackwell concerns 'overdone', buy Nvidia stock into earnings: Evercore

) stock ahead of the chipmaker’s earnings report for the July quarter, stressing that recent concerns over Blackwell delays are “overdone.”

After analyzing three previous instances of Nvidia product disruptions in 2008, 2022, and 2023, Evercore analysts conclude that while a negative announcement could lead to a short-term 5%-to-10% drop in the stock, NVDA has consistently demonstrated its ability to swiftly develop alternative solutions.

With peak CapEx forecasted for the fourth quarter of 2025 and NVIDIA's current P/E at 39, the analysts do not anticipate a significant sell-off in the stock before mid-2025.

Colombia Últimas Noticias, Colombia Titulares

Similar News:También puedes leer noticias similares a ésta que hemos recopilado de otras fuentes de noticias.

Nvidia Stock: Blackwell Suppliers Shrug Off Delay Ahead Of Q2 EarningsNvidia's stock has been recovering this week as key suppliers confirm initial shipments of GB200s in Q4 with increasing volume of shipments coming in Q1.
Fuente: ForbesTech - 🏆 318. / 59 Leer más »

Nvidia earnings preview: Blackwell delay should not impact near-term resultsNvidia earnings preview: Blackwell delay should not impact near-term results
Fuente: Investingcom - 🏆 450. / 53 Leer más »

Nvidia earnings preview: Blackwell commentary to overshadow guidance numbersNvidia earnings preview: Blackwell commentary to overshadow guidance numbers
Fuente: Investingcom - 🏆 450. / 53 Leer más »