Donald Trump plunged the financial markets into chaos. The share prices have broken on the broad front in the past few days – even in the semiconductor area. Analysts are still positive for the industry leader Nvidia.

• Nvidia indirectly also affected by trade tariffs
• Bank of America for the share still optimistic
• Praise also dominates with other experts

The Nvidia share has lost around 18.40 percent in the past three months. The AI ​​giant’s proportion of AI giant was thus sagging with the wide market index S&P 500 and the technology index Nasdaq Composite. The global trade dispute, which is justified by US President Donald Trump, even hit stocks that are primarily affected by his erratic customs policy. Because the Republican had excluded electronic components from his import duties. But even if the products from Nvidia & Co. are initially not affected by direct tariffs, it also hits the economic policy of the US government hard.

Nvidia still affected at a secondary level

Investors temporarily separated on the broad front of stock investments and reversed their money in gold or supposedly safe currency ports. Nvidia was also affected, after all, the share is still considered high at its current level.

In addition: Although the NVIDIA products are not additionally decorated, it can still be expected that the demand will decrease and that one will first concentrate on the reduction of inventory on the customer side instead of triggering new orders at the US group. Analysts from the US investment bank Jefferies also state that expenditure restrictions will ensure that business with the most important customers should decrease, as the “Handelsblatt” reports. And interruptions in the supply chain would also ensure fewer orders from semiconductors, “because customers want to check their manufacturing strategies and know where they best have their chips delivered,” the sheet continued.

Bank of America remains optimistic for the NVIDA share

For analysts of the Bank of America, this is no reason not to rely on further upward potential for the Nvidia share. The share certificate is still the top pick in the semiconductor area, according to the experts. Boa-Analyst Vivek Arya emphasized Tipranks: “We believe that the stock offers a particularly attractive opportunity for one of the most unique and high-quality technology companies that lead the largest and fastest growing long-term trends”. He awards a “buy” rating and a price target of $ 200-which would imply upwards from more than 74.9 percent from the current price level.

The analyst was convinced that companies that would concentrate on artificial intelligence (AI), cloud and complex computing will probably be better off in the medium and long term. This applies in particular to the companies on its top selection list due to their strong balance sheets, profit margins and their good scalability. In addition to Nvidia, Arya has also ennobled Broadcom, Lam Research and Cadence Design Systems as top values.

Masture of the analysts remains optimistic

Not only the Bank of America remains Bullish for the Nvidia share, other experts also see the proportion of the current price level with potential. According to experts, a “Buy” rating for the Nvidia share, according to experts, only four of 41 analysts show up four with a “hold” rating. The average price target is $ 175.06 and thus under the expectations of the Bank of America, but around 53 percent above the last closing price of the NVIDIA share at NASDAQ at $ 114.33 (as of 09.04.2025).

Editor finance.net

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