Barclays analysts have raised Nvidia Corp.'s price target to $200, anticipating a 38% increase in stock price and a market capitalization nearing $5 trillion.
They view the Blackwell AI platform as a growth driver, expecting higher compute revenue and improved margins in the latter half of the year.
Nvidia's resilience and growth history, including a market cap rebound to $3.3 trillion in May 2025, underpin Barclays' positive outlook.
The company's leadership in AI and advancements like Blackwell AI support this sentiment.
Taiwan's recent blacklisting of Huawei Technologies Co. and Semiconductor Manufacturing International Corp., aligning with US efforts to control advanced technology access, reflects a strategic shift towards technological competition with China.
President Lai Ching-te aims to strengthen trade ties with the US and reduce economic reliance on China, responding to US pressure on semiconductor sales restrictions to China, including those by major chipmaker TSMC serving companies like Apple Inc. and Nvidia Corp.
While the blacklist may not immediately impact business, it signals Taiwan's move towards reducing Chinese ties and aligning with US policy.
Barclays analysts have raised Nvidia Corp.'s price target to $200, anticipating a 38% increase in stock price and a market capitalization nearing $5 trillion.
They view the Blackwell AI platform as a growth driver, expecting higher compute revenue and improved margins in the latter half of the year.
Nvidia's resilience and growth history, including a market cap rebound to $3.3 trillion in May 2025, underpin Barclays' positive outlook.
The company's leadership in AI and advancements like Blackwell AI support this sentiment.
Taiwan's recent blacklisting of Huawei Technologies Co. and Semiconductor Manufacturing International Corp., aligning with US efforts to control advanced technology access, reflects a strategic shift towards technological competition with China.
President Lai Ching-te aims to strengthen trade ties with the US and reduce economic reliance on China, responding to US pressure on semiconductor sales restrictions to China, including those by major chipmaker TSMC serving companies like Apple Inc. and Nvidia Corp.
While the blacklist may not immediately impact business, it signals Taiwan's move towards reducing Chinese ties and aligning with US policy.
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