KeyBanc Hikes NVIDIA Price Target to $330

KeyBanc analyst John Vinh raised the price target on NVIDIA (NASDAQ: NVDA) to $330 (from $310) while maintaining an Overweight rating.

“Semiconductors: Asia Takeaways: Our takeaways were mixed but mostly positive for NVDA.

The ramp of Vera Rubin appears slightly delayed with the Rubin ramp slightly more muted given the thermal heat lid issues and due to the SK Hynix qualification delays on HBM4; However, we see minimal risk to estimates as we would anticipate that NVDA will ship more B300 GPUs in place of R200; Positives include the upward revision in NVDA’s CoWoS supply in 2027 to 1.1M (+69%) interposers reflecting strong demand and expectations the majority of shipments will be Rubin with some contribution from Rubin Ultra expected in late 2027.”

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