Analysts cut Nvidia stock price target again

Core Viewpoint - Nvidia has experienced a significant decline in market capitalization, losing approximately $1 trillion since Donald Trump took office, with current stock prices reflecting a 27.84% year-to-date loss [1] Group 1: Stock Performance - Nvidia shares are currently priced at $96.91, marking a 15.15% loss over the past week [1] - The semiconductor industry could face losses of up to $5.5 billion due to the recent H20 chip export ban [1] Group 2: Analyst Revisions - Barclays has reduced its price target for Nvidia from $175 to $155, indicating a potential upside of 59.94% from current prices [3] - Bank of America has lowered its 12-month price forecast for Nvidia from $160 to $150, suggesting a 54.78% upside from the current stock price [4] Group 3: Concerns and Opportunities - Bank of America has identified four major concerns: sales in China, AI diffusion export rules, gross margins, and capital expenditure visibility [4] - Despite concerns, Bank of America anticipates that gross margin pressure and sales cuts may ease over time, and the AI diffusion rule could be reconsidered before its implementation [5] - The firm views near-term volatility in Nvidia stock as a potential buying opportunity [6]