$NVDA – Truist Securities’ analyst William Stein has increased the price target for NVIDIA to $167 from $148, with a Buy rating. Stein anticipates:
• NVIDIA will surpass Q3 expectations and provide strong Q4 guidance.
• The company will address technical issues with the GB200 NVL72 configuration.
• NVIDIA will affirm a strong outlook for 2025 due to a solid order backlog, and discuss new growth avenues beyond large language models.
• Raised EPS estimate for CY25 to $4.18 from $3.69, leading to the price target adjustment.