- Nvidia faces a significant financial impact due to U.S. export restrictions, potentially cutting earnings by up to 10% in 2025.
- Wall Street analysts predict a robust upside for Nvidia shares with an average target price indicating a 66.25% increase.
- GuruFocus suggests Nvidia stock could see a 163.02% rise from its current price based on GF Value estimates.
Nvidia (NVDA, Financial) is bracing for a major financial hurdle as the company announces a $5.5 billion charge linked to new U.S. licensing requirements restricting chip exports to China. This development is projected to potentially decrease its earnings by 8-10% come 2025. This move particularly affects Nvidia's H20 chips, shedding light on a larger impact on the company's data center revenue, which is projected to suffer a $15-$16 billion shortfall.
Wall Street Analysts Forecast
According to forecasts from 50 top analysts, Nvidia Corp (NVDA, Financial) is expected to reach an average target price of $167.73 over the next year. Predictions range from a high of $235.92 to a low of $115.00. This average target hints at a 66.25% upside from the current trading price of $100.89. For a deeper dive, investors can visit the NVIDIA Corp (NVDA) Forecast page.
The consensus among 63 brokerage firms rates Nvidia Corp's (NVDA, Financial) stock at 1.7 on average, which falls under the "Outperform" category. This rating uses a scale where 1 signifies a Strong Buy and 5 signals a Sell recommendation.
GuruFocus's proprietary estimates suggest a significant valuation for Nvidia Corp (NVDA, Financial) in the upcoming year, with the GF Value pegged at $265.36. This implies an impressive upside potential of 163.02% from the current market price of $100.89. The GF Value is derived using historical valuation multiples, the company's past business growth, and projected future performance. For more insights, explore Nvidia's detailed metrics on the NVIDIA Corp (NVDA) Summary page.