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  • 3 months ago
Goldman Sachs raised its Nvidia price target to $210 while warning of “circular revenue” risks tied to the company’s AI partnerships. Barclays lifted its target to $240 but questioned Nvidia’s aggressive forecasts dubbed “Jensen’s Math.” Both banks see strong AI-driven growth but urge caution over intertwined investments and supply roles.

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00:00It's Benzinga, bringing Wall Street to Main Street.
00:02Goldman Sachs raised its price target for NVIDIA, but cautioned that its strategic investments
00:06and partnerships could create circular revenue risks, according to Benzinga.
00:10Barclays issued a more cautious outlook on NVIDIA's future revenue than CEO Jensen Huang's
00:14ambitious projections known as Jensen's MAP.
00:17Goldman Sachs raised its price target for NVIDIA to $210 from $200 while maintaining
00:22a buy rating according to Investing.com.
00:25It makes that the company's dual role as investor and supplier warrant scrutiny, particularly
00:29amid AI infrastructure spending, expected to reach $75 billion by 2026.
00:34Partners like OpenAI, Barclays raised its NVIDIA price target to $240 to maintain a more grounded
00:40outlook on the company's market potential.
00:42For all things money, visit Benzinga.com.
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