I don’t know if you guys follow Yahoo Finance Nvidia board this is from JeffG on there. One of the few I like to read and don’t have muted. More on the technical news side not the SP and trading side you guys like but I think he is sharp guy.
2 days old, of course, but 1st time I've seen the commentary:
Frank Lee, CFA, an analyst from HSBC, maintained the Buy rating on Nvidia. The associated price target was raised to $1,350.00.
Frank Lee CFA has given his Buy rating due to a combination of factors influencing Nvidia’s future financial performance. He anticipates that Nvidia will maintain strong pricing power through its NVL36/NVL72 server rack systems and the GB200 platform. These products are expected to drive revenue significantly above market expectations by FY26, with server rack systems alone projected to contribute USD 67 billion. Lee’s analysis suggests that Nvidia’s advanced product lineup, including its AI product roadmap and the upcoming GB200, with a higher average selling price, will surprise the market on the upside and lead to substantial earnings growth.
Furthermore, Frank Lee CFA cites the potential for Nvidia to surpass consensus sales estimates in the short term, despite acknowledging some near-term uncertainties due to product transitions. His revised sales and earnings per share estimates for FY26 stand at USD 196 billion and USD 45.16, respectively—markedly higher than the consensus. By maintaining a price-to-earnings ratio target of 30x, which is slightly conservative compared to the historical average, Lee underscores the re-rating potential of Nvidia as it transitions to its new product mix. This strong conviction in Nvidia’s revenue growth and success
