From Financial Modeling Prep: 2025-04-18 02:36:00

New U.S. licensing rules impact Nvidia and AMD, prompting UBS analysts to lower price targets. Nvidia faces a $9 billion revenue hit and margin pressure, with gross margin outlook reduced to 58-59%. AMD sees a presumed ban on MI308 GPUs and estimated charges of up to $800 million.

UBS warns that the restrictions on China-specific GPU shipments will compound headwinds for AMD’s data-center segment. These adjustments highlight how geopolitical shifts can quickly change the semiconductor industry’s outlook. Investors should monitor analyst revisions and potential ripple effects on AI-hardware roadmaps.

For real-time updates on analyst price targets and rating changes, consider using Financial Modeling Prep APIs like the Price Target Summary API and Up/Down Grades by Company API. These tools offer valuable insights into how policy changes are impacting stock valuations in the semiconductor sector.



Read more at Financial Modeling Prep:: UBS Cuts Price Targets for Nvidia and AMD Amid Chi…