From Yahoo Finance: 2025-05-27 16:08:00

NVIDIA Corporation (NASDAQ:NVDA) is set to release first-quarter results and Q2 guidance on May 28, with Bank of America cautioning that the outlook might be “messy.” The bank maintains a $160 price target and Buy rating, highlighting NVDA as a top pick.

Bank of America warns that NVIDIA’s Q2 revenue guidance could be as low as $41 billion, significantly below analysts’ $46 billion average. The chip maker’s Q2 earnings per share outlook may fall to 85 cents, 16% below the mean estimate. Washington’s restrictions on exports to China may impact NVDA in the near term.

Bank of America remains bullish on NVIDIA Corporation (NASDAQ:NVDA), citing its unique leverage in AI growth. The bank anticipates a meaningful increase in revenue from China as NVDA introduces new offerings. While NVDA shows promise as an investment, Bank of America believes other AI stocks offer greater upside potential with limited downside risk.

Read more: NVIDIA (NVDA)’s Guidance Could Be “Messy,” Bank Says