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Analysts Stay Bullish on Nvidia (NVDA) Despite Rising Competitive Pressures from China
Yahoo Financeยท 2025-09-16 17:34
Group 1 - Nvidia Corp. is recognized as one of the best ESG stocks to buy currently, according to hedge funds [1] - Alibaba and Baidu have started training AI models on their own chips, indicating a shift from reliance on Nvidia processors, although they still depend on Nvidia for advanced workloads [2][3] - Analysts remain bullish on Nvidia despite competitive pressures from Chinese companies, citing strong demand for its GPUs, particularly in data centers [3] Group 2 - An analyst from DA Davidson upgraded Nvidia to Buy from Neutral, raising the price target from $195 to $210, driven by an optimistic outlook on AI compute demand [4] - The upgrade reflects a belief that the growth in AI demand will continue to outweigh competitive risks [4] - Nvidia designs and manufactures GPUs, SoCs, and AI hardware and software, positioning itself strongly in the global AI infrastructure market [4]