Nvidia (NVDA) is an American technology company known for revolutionizing the gaming industry with its cutting-edge graphics processing units (GPUs). In recent years it has taken noticeable measures in artificial intelligence (AI) and deep learning, establishing it as a leader in AI conversions these days. The company also focuses on data centers, self-driving cars, quantum computing and more.
About Nvidia Stocks
Nvidia’s shares have now faced negative sentiment after Deepseek’s arrival, with stocks falling from their 52-week highs at 10% and 19% since the start of the year. NVDA stocks won 238% and 176% on historic runs in 2023 and 2024, respectively.
Investors being threatened by tariffs
President Donald Trump has announced that he will delay tariffs in Mexico and Canada until at least March. Meanwhile, since February 4, China has faced a 10% tariff on all goods imported into the US, which will allow investors to deliberate how tariffs will affect the semiconductor sector and Nvidia. It’s starting to do it.
According to a 2023 report by Bernstein’s Stacey Lasgon, the US imported $273 billion worth of semiconductors, travelling just $7 billion from China, Mexico and Canada. So, while companies should not feel “direct” impact as the government appears to be trying to impose tariffs, the three countries are the largest importers of electrical equipment, vehicles and machinery, and It also includes a huge amount of semiconductor equipment.
For Nvidia, the move could be particularly devastating as Foxconn announced its intention to open a Mexican factory for Nvidia’s GB200 chips, according to a report from Rasgon, with the US reporting that its data processing hardware from China It imports approximately $39 billion and approximately $28 billion from clothing. From Mexico. So, while the “direct” effect is not high, the “indirect” effect is certainly felt.
But not all analysts are worried. Wedbush analyst Daniel Ives labels these tariffs as “terror tactics” and encourages investors to load semiconductor stocks with any pullback. IVES believes that “short-term” supply chain disruption will be minimal for NVIDIA, Advanced Micro devices. 
AMDand Taiwan’s semi-finals 
TSM. He believes retaliation tariffs from Beijing will also be “minimum” in the short term.
Analysts accept Deepseek
Nvidia’s stocks are feeling uneasy from the emergence of Deepseek. Ben Reitzes of Melius Research had a neutral attitude towards development. Analysts argue that cheap AI models like DeepSeek will ultimately help you adopt AI.
However, on the topic of Nvidia’s stocks, he insists that the situation is a bit sticky to high volatility, and until he decides to investors whether Nvidia will reduce spending to promote important investments later I advise you to wait.
Nvidia won in the third quarter
Nvidia announced its results for the third quarter of fiscal year 2025 on November 20, 2024. The company generated gross revenue of $35.08 billion, breaking analysts’ estimates of $33.33 billion, up 94% year-on-year. This revenue rise was primarily due to a significant increase in data centers, where revenue peaked at 112% year-on-year to $30.8 billion.
In terms of things, semiconductor companies rose 18% from the same period last year, and increased to $0.81 for non-GAAP per share, non-GAAP per share, with analysts’ estimated at $0.75 per share The value exceeded. The company saw its quarter-end cash balance fall to 75%, with its quarter-end cash balance rising to $384.9 billion from the $25.98 billion posted at the end of January.
Despite solid results, investors were a bit skeptical as NVIDIA’s fourth quarter revenue guidance was midpoint of $37.5 billion, with a total non-GAAP margin of 73.5%. However, CFO Colette Kress has reassured investors that the company will begin delivering Blackwell chips in the current quarter, increasing production in 2025.
NVDA evaluation by analysts
Nvidia’s huge profits have become a fan favorite not only among the masses but also among analysts. The stock is given a “strong buy” consensus rating on Wall Street, with an average price target of $178.09, reflecting a price increase of around 45% from current market levels.
The AI stock is under the observation of 43 analysts, with 37 “strong buy” ratings, two “moderate buy” ratings and four “hold” ratings.
On the date of publication, Ruchi Gupta had no position (directly or indirectly) in any of the securities mentioned in this article. All information and data in this article is for informational purposes only. For more information, see BarChart’s disclosure policy.
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