Turbulent times for Nvidia – but analysts keep the Nvidia share for one "Top pick"

• AI competition by Deepseek has burdened Nvidia
• Bank of America remains optimistic
• granted geopolitical risks

The AI ​​giant Nvidia has had moving weeks. After the Chinese Startup Deepseek surprised with the publication of his AI model developed with manageable capital, concerns were awakened, US technology giants-especially those with AI relief and especially the leading profiteer NVIDIA-could overestimate the business outlook too optimistically have been formulated. Investors sent the Nvidia share to a downfield because there were more fears that US companies apparently spend too much for AI infrastructure if Deepseek has shown that a performance similar to that of Chatgpt can also be associated with significantly lower development costs The latest Nvidia chips may not be necessary to keep AI systems running at a high level.

Analysts see no reason to worry about Nvidia balance

At the Bank of America, however, such concerns are not shared. The analysts of the financial house are extremely optimistic before the upcoming quarterly report by Nvidia, even if they look at the number of numbers.

The profit discussion can mark the low point of the investigation, quotes Investing from a customer notification of the market experts. Among other things, the Bofa analysts justify their optimism by expecting Nvidia to distribute calm pills with regard to the new Blackwell chips. In addition, the analysts assume that in the 2026 fiscal year and in the calendar year 2025, a forecast for sales growth in the data center segment of over 60 percent compared to the previous year would be expected – NVIDIA would signal confidence in business development. In addition, the balance sheet publication will probably stir up with a view to the GTC conference that arises on March 17, in which the focus will be on a strong pipeline, including GB300 and Rubin, as well as progress in physical AI and robotics, quotes the portal Bofa -Analyst Vivek Arya.

Nvidia continued to position strongly

Nvidia is still strongly positioned in the computer sector, which is driven by the four key forces training towards artificial general intelligence (AGI), training derived models, increasing demands on AI inference and infrastructure upgrades. “Although the mixture of the 4 drivers could develop further, we see that the total cake is growing over time,” continued the experts.

Nvidia in the field of tension of geopolitics

Nevertheless, the analysts admitted that the AI ​​giant headwind – for example with a view to customs policy – was exposed. Donald Trump had enforced punitive tariffs against Canada, Mexico and China, but collected the measures against the neighboring countries again after their steering on the border issues important for Trump. This shows that there are negotiation potential when it comes to trade restrictions. Nvidia on the demand side could burden the tariffs against China and answered by the Asians with counter -tariffs, but the bank assumes that the demand from the western markets would compensate for any negative effects from China.

Nvidia share remains “Top pick” for Bofa

The analysts of the Bank of America continue to consider the Nvidia share to be a “top pick”. The price target is $ 190 and the tech giant’s share certificate would still have an upward potential of 40.4 percent (final course from February 13, 2025).

This means that the Bofa analysts are among the largest Nvidia balses on the market. The average price target is $ 178.86 on Tipranks, but this is also significantly higher than the current price level. Out of 40 analysts, 37 recommend the share to buy, only three experts have given a hold rating.

Editor finance.net

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