MIZUHO RAISED ITS NVIDIA PRICE TARGET TO $ 205 FROM $ 192 WHILE REATING AN OUTPERFORM RATING, CITING STRONG AI SERVER DEMAND SIGNALS FROM TAIWAN ODMS AND CONTINUED HYPERSCALER DEPLOYMENT MOMENTUM, IMP.
Mizuho’s Note Highlights Quarter-Over-Quarter Revenue Surges at Key Suppliers-Wistron Up 59%, With Wiwynn and Foxconn Up 23%—as Supportive Read-Throughs for Nvidia’s July Quarter And Upcoming GB200/GB300 RAMPS INTO January Quarters.
Marketbeat Also Reflects The Update, Noting The $ 205 Target and Maintaing A “Moderate Buy” Consensus with An Average 12-Month Target Around $ 186, Alongside Extensive Buy/Strong Buy Ratings Across The Analyst Community.
ADDITIONAL COVAGE REATERATES THAT HYPERSCALER AND AI INFRASTRULE BUILD-OUTS REMAIN DURABLE DRIVERS, WITH POTENTIAL CHINA LICENSE DEVELOPMENTS ADDING MEDIUM-TERM GPU VOLUME UPSIDE IN 2026.
Several outlets echoed the target hike and rationale: investing.com and Tipranks flagged the 13% implied upside and near-term cataryst tied to data center deployments, While Streetinsider confirmed the move by mizuho analysis vijay rakesh.
A Roundup from Moneycheck Added That Foxconn’s Mix Shift Toward Ai Servers and Projected Triple-Digit Growth This Quarter Further Underpins The Ai Supply Chain Tailwind Supporting Nvidia’s Outlook.
