News Formal

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

  • 📰 Investingcom
  • ⏱ Reading Time:
  • 25 sec. here
  • 2 min. at publisher
  • 📊 Quality Score:
  • News: 13%
  • Publisher: 53%

Sverige Nyheter Nyheter

Sverige Senaste nytt,Sverige Rubriker

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.

 

Tack för din kommentar. Din kommentar kommer att publiceras efter att ha granskats.
Vi har sammanfattat den här nyheten så att du kan läsa den snabbt. Om du är intresserad av nyheterna kan du läsa hela texten här. Läs mer:

 /  🏆 450. in SE

Sverige Senaste nytt, Sverige Rubriker

Similar News:Du kan också läsa nyheter som liknar den här som vi har samlat in från andra nyhetskällor.

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.
Källa: ForbesTech - 🏆 318. / 59 Läs mer »

Nvidia earnings preview: Blackwell delay should not impact near-term resultsNvidia earnings preview: Blackwell delay should not impact near-term results
Källa: Investingcom - 🏆 450. / 53 Läs mer »

Nvidia earnings preview: Blackwell commentary to overshadow guidance numbersNvidia earnings preview: Blackwell commentary to overshadow guidance numbers
Källa: Investingcom - 🏆 450. / 53 Läs mer »