The analysts' reactions and targets from the GTC mtg; I'll try to record them here | NVDA Message Board Posts


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Msg  40019 of 40036  at  9/22/2022 9:13:29 AM  by

delt1970


 In response to msg 40018 by  delt1970
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Re: The analysts' reactions and targets from the GTC mtg; I'll try to record them here

Jefferies:

NVDA GTC: Accelerated Compute Ecosystem
Build-out Continues

NVDA hosted a keynote at its GTC conference. While our sense is that many
investors view NVDA as an AI chip company, the GTC announcements increase our conviction that NVDA is not just a full-stack computing company (more like Apple in Smartphones or Wintel in PCs) and the emerging ecosystem of choice in the emerging Parallel Processing computing era. Cyclically, we think the four cuts over the past four months bake in the bad news, and we retain our Buy, target $280.


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Msg # Subject Author Recs Date Posted
40020 Re: The analysts' reactions and targets from the GTC mtg; I'll try to record them here delt1970 0 9/22/2022 9:16:37 AM




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