Nvidia Still A Top Pick As Microsoft, Meta Stick With GPUs Despite DeepSeek Challenge: Analyst

BofA Securities analyst Vivek Arya maintained a Buy rating on Nvidia Corp NVDA with a price target of $190.Nvidia is Arya’s top pick ahead of the company’s fourth-quarter earnings call scheduled for February 26. Given the Blackwell product transition and China restrictions, the analyst expects a modest beat, inline sales guidance, and lower gross margin in the first quarter.Also Read: Samsung Q4 Earnings: 12% Revenue Growth, Closes Gap With Apple In Premium Phones, Eyes AI-Powered Growth In 2025However, the ...