DA Davidson Reiterates ‘Buy’ Rating on Nvidia

DA Davidson analyst Gil Luria reiterated on October 27, 2025, his ‘Buy’ rating and $210 price target on Nvidia.

“Most of the focus during mega cap earnings week will remain on the growth of AI compute demand, which we believe is still significant.

As typical, this will mostly impact the outlook of the one mega cap not reporting this week, NVDA (BUY-rated $210 target).

We expect NVIDIA’s largest customers to continue their capex trajectory, which they are now enhancing with buildout by neoclouds such as NBIS (Buy-rated $125 target), ORCL (NEUTRAL-rated $300 target), and CRWV (UNDERPERFORM-rated $36 target).”

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