5 big analyst AI moves: Nvidia earnings good for TSMC, Apple gets new bull-case PT

) on Friday from Buy to Accumulate, citing recent price movements in the chipmaker’s stock. The firm raised its price target for Nvidia slightly, increasing it to $160 from $155.

Nvidia anticipates that the initial rollout of Blackwell will yield gross margins in the low-70% range, eventually improving to mid-70% as production scales up. The firm regards Apple as “a quality compounder, with mid-single digit revenue growth, improving margins, disciplined capital return, and double-digit earnings per share growth.”

“Encouragingly, given its position as a channel/platform, Apple’s capex has remained low. A key question is whether AI could structurally alter iPhone’s replacement cycle,” the analysts noted. “The continuous scaling of Al models strengthens TSMC's leading-edge node demand and industry leadership. Additionally, we are pleased to learn NVIDIA’s robust GPM outlook into CY2025, which reflects the stronger value TSMC offers to clients, vs ASP hikes,” the analysts added.

The analyst also pointed out the stock’s substantial discount, setting a price target of $45. After SMCI’s 8-K filing, which significantly lowers the delisting risk, Rajkumar now predicts a"vicious short-squeeze" could follow, with shares potentially reaching his price target soon.

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