NVIDIA It has been the epicenter of the demand for artificial intelligence or AI Before its solid leadership. Before a scenario of a possible fallof demand facing the new models the Analyta of Craig-Hallum, Richard Shanonhe pointed out that would not affect the company ante A great interest in investing in the sector according to Ghazal Ahmed and Yahoo Finance.
On August 28, Shannon raised the target price from action to 245 dollars Since 195 dollars, maintaining your recommendation of buy.
Despite the fall of the actions after the presentation of results, Craig-Hallum mentioned a solid demand for ia For the chips manufacturer. However, the question is whether this solid demand will be maintained in the coming years.
According to the firm, the Reasoning agents and systems They could boost the continuity of this solid demand, requiring much greater computing needs than previous generations. However, the slowdown of fundamental models such as GPT-5 I could slow this trend.
The firm believes that Nvidia remains well positioned despite everything:
“However, the strongest evidence is the capital investment plans of the four main HSDC, together with the position that the risk of investing insufficiently in AI is greater than investing excessively. Until this changes, we see a solid environment for the participation of NVIDIA, which the company estimates in 3-4 billion dollars until the end of the decade. We also believe that offers at the system level, especially in the field of networks (NVLink and NCCL are critical facilitators), create huge performance differentiators that are unlikely to be reached in the short term. Therefore, we maintain our positive vision on the medium -term growth of NVIDIA data centers with solid margins. With the action quoting around 30% at home/EPSand with the perspective that the growth of profits can continue at least in this range, we continue to believe that the action is recommended. We maintain our purchase recommendation and raise our target price at $ 245. ”
NVIDIA He closed Wednesday session down at $ 170.61. The 70 -period mobile average is maintained below the last candles, RSI downward in the 41 points and the fast (blue) line of the MacD aim to cross below the level of zero.
The medium and long term resistance is found in 184.45. Meanwhile, IE indicators are mixed.