NVIDIA

Goldman Sachs is out with its report today on NVIDIA (NASDAQ: NVDA), maintaining Neutral. In a note to clients, Goldman Sachs writes, "We remain Neutral on the stock, as it is trading within 15% of our price target. We could be more constructive on the stock if we saw the potential for significant...

Wells Fargo is out with its report today on NVIDIA (NASDAQ: NVDA), initiating NVDA at Market Perform. In a note to clients, Wells Fargo writes, "We are initiating coverage of Nvidia with a Market Perform rating on the shares. We believe there are several exciting aspects to the company and the...

J.P. Morgan is out with its report on NVIDIA Corporation (NASDAQ: NVDA), upgrading its rating from Underweight to Neutral. "We are upgrading NVDA to Neutral (from Underweight) as recent weakness has brought the stock price from $26 in mid February to below our Dec 11 PT of $21," J.P. Morgan writes...

In a report published by Auriga, it's still not sure where the reality lies with NVidia (NASDAQ: NVDA). Auriga reported that it maintains its Hold rating and $19 price target on NVidia (NVDA) ahead of its Analyst Day, set to take place on Tuesday, March 8th. “Tegra 2 remains an impressive product...

FBR Capital Markets has published a research report on Semiconductor Trading, in which it writes "Our latest back-end assembly/test production checks suggest 1Q production will seasonally decrease by about 6.5% QOQ, worse than our month-ago checks of –6.0% QOQ and in line with typical seasonality....

Auriga is out with its report today on NVIDIA (NASDAQ: NVDA), maintaining Hold and a $19 PT. In its report sent to clients, Auriga states, "We maintain our Hold rating and $19 price target on Nvidia (NVDA) following mixed FQ411 (January) results and FQ112 guidance. On the top-line, headwinds in the...

Citi is out with its report today on NVIDIA (NASDAQ: NVDA), downgrading NVDA from Buy to Hold. In a note to clients, Citi writes, "We are downgrading the shares of Nvidia to Hold from Buy, reflecting our opinion that increased competitive risk and the threat of excess tablet inventory may constrain...

JP Morgan has raised the price target on NVIDIA Corporation (NASDAQ: NVDA) from $13 to $21 and maintains its Underweight rating.

Deutsche Bank reports that while it expects some upside to its NT estimates driven by Tegra and higher GM, “we believe these factors are already reflected in valuation (28x CY11E GAAP EPS vs. large cap avg of 17x).” “We believe this valuation premium also fails to reflect the risk to NVIDIA...

After market close, Intel Corporation (NASDAQ: INTC) and NVIDIA Corporation (NASDAQ: NVDA) settled the outstanding litigation between the two companies and entered into a new patent cross license agreement, Jefferies reports. “Under the terms of the new agreement, Intel will have continued access...

Thursday, NVIDIA Corporation (NASDAQ: NVDA) reported respectable results and guidance as its GPU business stabilized, with Tegra a growing near-term opportunity, FBR Capital Markets reports. “The 3Q revenues of $843M (+4% QOQ, –7% YOY) and EPS of $0.15 were as expected; 3Q's gross margins of 46.5%...

Citigroup has published a research report on NVIDIA Corporation (NASDAQ: NVDA) and believes that the company is rebuilding its credibility since reporting a significant shortfall in 2Q (July) revenues. In the report, Citigroup writes "After a significant shortfall in F2Q11(Jul), Nvidia reported...

J.P. Morgan is establishing a December 2011 price target of $13 for NVIDIA Corporation (NASDAQ: NVDA) “Our $13 PT assumes that NVDA should trade at 18x our F2012 EPS estimate (ex-1x items) of $0.70, or at the SMid group multiple,” J.P. Morgan writes. “NVDA stock has participated in the group rally...

Auriga has published a research report on NVIDIA (NASDAQ: NVDA) and makes only minor tweaks to its forecast model. In the report, Auriga writes "While we have remained neutral on NVIDIA (NVDA, Hold) stock, we have been clear that one of the most attractive aspects to the story is the growth...