Stifel Reiterates NVIDIA at Buy, $180 Price Target
GTC 2025 Wrap: Takeaways from the Q&A Session — Stifel reiterates a Buy rating and $180 price target on NVIDIA.
NVDA held a Financial Analyst question-and-answer session which expanded on the prior day’s GTC Keynote.
CEO Jensen Huang opened with a reiteration of three key messages from the Keynote address and drivers of longer-term growth — continued CSP-based AI infrastructure spend, Enterprise IT modernization, and Robotics: 1) AI infrastructure build out remains in early innings and is expected to continue, as reasoning is a new compute workload that requires much higher compute intensity; 2) AI is reinventing the entire computing stack and, ultimately, should mean that global enterprise IT will need to be modernized, i.e. compute, networking and storage; 3) Robotics is expected to drive a long-tailed investment cycle which will require upstream data center-based robotics training ahead of commercial deployment.
The event reinforced our belief that NVDA AI infrastructure is rapidly enabling new business models, which, we believe, will continue to drive increased demand for NVDA AI infrastructure.
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