DA Davidson Maintains Neutral Stance on NVIDIA, Ci…
From Financial Modeling Prep: 2025-01-16 11:58:00
DA Davidson analysts reiterated a Neutral rating on NVIDIA (NASDAQ:NVDA) with a $135 price target, expressing concerns about the company’s growth prospects. They believe 2025 could be a peak year for NVIDIA’s performance, with challenges ahead in 2026.
Analysts remain cautious on NVIDIA, citing concerns raised a year ago that still persist. Their 2026 estimates are the lowest among peers, reflecting skepticism about sustaining growth beyond 2025. They believe challenges lie ahead for the company.
Investor focus is expected to shift to supply-side issues for NVIDIA, including export restrictions to China and reported quality problems with Blackwell GPUs. However, supply constraints could prolong NVIDIA’s growth cycle due to strong demand.
Despite recent achievements, DA Davidson urges caution with NVIDIA, highlighting uncertainties in maintaining growth momentum beyond 2026. They advise investors to be wary of potential challenges ahead for the company.
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