Nvidia(US:NVDA) 智通财经网·2025-11-26 07:05Group 1 - Evercore ISI raised Nvidia's target price from $261 to $352 while maintaining an "outperform" rating, citing a resurgence in revenue growth and improved product supply [1] - Nvidia is still considered a top pick in the AI ecosystem, with significant improvements in the supply situation of its GB200 and GB300 products [1] - The estimated revenue growth for the Blackwell computing platform is expected to reach 48% quarter-over-quarter, adding over $13 billion in new revenue compared to the previous quarter [1] Group 2 - Nvidia's inventory increased by 32% quarter-over-quarter, and the supply commitment amount surged by 63%, supporting a robust demand for data center computing orders projected to reach $500 billion by 2025-2026 [1] - Revenue growth is projected to rise from 56% in July 2025 to 79% in July 2026, justifying a premium price-to-earnings ratio of 35 times [2] - Current market conditions show Nvidia's price-to-earnings ratio at 25 times, which is nearly 30% below its 9-year historical median of 35 times, indicating an attractive risk-reward ratio [2]