UBS Keeps Buy on NVIDIA, $175 Price Target

UBS analyst Timothy Arcuri reiterated a Buy rating and $175 price target on NVIDIA (NASDAQ: NVDA).

“Paris confirms that NVDA’s demand funnel is widening from a handful of US hyperscalers to sovereign states and brownfield industries, with its supply chain, software stacks and product cadence scaling in lock-step, which we think will keep upward estimate revisions firmly on the table. $1.5T AI investment in the cards.

NVDA noted that it now has line of sight to ~ $1.5T of AI infrastructure investment over the next several years, consistent with prior commentary on a pipeline of “tens of gigawatts” of projects within a 2-3yr timeframe, and $40-50B of revenue to NVDA per gigawatt of AI data center capacity that is stood up.

As we have written previously, this ostensibly implies datacenter revenue in the range of $400B/yr for NVDA, or about 2x our $233B estimate for C2026, which should quell investor concern around a near – or even medium-term EPS peak.”

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