Nvidia Could Add Billions From China Sales If H20 GPUs Get Green Light From US: Analyst

BofA Securities analyst Vivek Arya maintained a Buy rating on NVIDIA Corp NVDA with a price target of $220 on Monday. Arya re-rated Nvidia ahead of its second-quarter earnings call, citing strong sales momentum and long-term earnings potential, while flagging some near-term volatility after the stock's strong year-to-date run. The analyst expects second-quarter revenue to come in at $47 billion, beating the $45.8 billion consensus and Nvidia's own $45 billion guide, driven by a continued ramp in Blackwell G ...