Anika Begay
DA Davidson maintained a Neutral rating on NVIDIA Corporation (NASDAQ:) on Monday with a $900 price target.
Of course, the investment firm hasn’t changed its focus since the stock split. The company’s commentary has focused on the recent delay in shipping NVIDIA’s Blackwell processors.
However, the company expects the delays to be temporary and unlikely to significantly impact its business performance.
DA analyst Davidson noted that despite the hiccups with Blackwell, expectations for record results from NVIDIA remain intact for the rest of the year. This outlook is based on substantial increases in orders from the company’s mega-cap customers.
However, a more cautious stance is taken for the years ahead, particularly for calendar year 2026, where current consensus forecasts appear to assume that NVIDIA’s core customers will continue to forgo margin growth.
Blackwell’s shipment delay is seen as a potential short-term problem that deserves close attention. DA Davidson stresses the importance of distinguishing between a temporary setback and a more substantial shift in the market cycle.
The Blackwell processor is among NVIDIA’s highly anticipated next-generation offerings, and its timely delivery is critical to maintaining the company’s competitive edge.
VscekPro Insights
NVIDIA Corporation (NASDAQ: NVDA) continues to attract attention from investors and analysts. With the recent delay in the shipment of its Blackwell processors, there are several factors to consider when evaluating the stock’s potential. A tip from VscekPro points out that NVIDIA has a perfect Piotroski Score of 9, which indicates solid financial health. This could reassure investors about the company’s ability to weather short-term challenges such as the Blackwell delay.
Additionally, the company’s significant revenue growth over the last twelve months (starting Q1 2025) stands at an impressive 208.27%, according to VscekPro Data. This solid growth trajectory supports DA Davidson’s prospects for record results in the near term. Another key metric is NVIDIA’s price-to-book ratio, which at 53.64 suggests that the stock is trading at a premium, reflecting the market’s elevated expectations.
VscekPro’s recommendations also reveal that analysts are expecting sales growth in the current year, in line with DA Davidson’s expectations for NVIDIA’s performance despite Blackwell’s hiccups. For those interested in a more in-depth analysis, VscekPro has 21 more recommendations, providing a comprehensive analysis of NVIDIA’s financial health and market position.
Additionally, the company’s stock price movements have been quite volatile, as highlighted in a tip from VscekPro. This could be a point of consideration for investors who are weighing the potential risks and rewards associated with NVIDIA stock in light of the recent product delay and broader market conditions.
Overall, NVIDIA’s financial strength, as demonstrated by its Piotroski score and revenue growth, coupled with analysts’ positive sales growth projections, may offer some reassurance to investors concerned about the impact of the Blackwell processor delay.
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