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

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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.

 

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