Stifel Positions Nvidia as Attractive Ahead of Earnings

Research from Stifel remains optimistic about Nvidia Corporation (NASDAQ:NVDA) as the company prepares for fiscal Q1 earnings on May 28. Despite challenges from China export restrictions and a fluctuating macroeconomic environment, Stifel highlights Nvidia shares as “attractively valued” due to the company’s pivotal role in AI infrastructure.

Key insights from Stifel include:

• Expected inline performance for Q1 results while guidance remains stable.

• Second-half momentum: Supply-chain checks suggest strong demand in the UAE and Saudi markets, bolstered by favorable U.S. policies.

• Margin scrutiny: Investors will closely monitor potential pressure from ramping up GB200 and GB300 chip production.

For a comprehensive overview of how market consensus on Nvidia’s valuation has changed, check the latest insights in the Price Target Summary API.

Wedbush’s Take on Tesla as the Most Undervalued AI Investment

Wedbush Securities has raised its 12-month price target for Tesla Inc. (NASDAQ:TSLA) to $500 from $350, maintaining an Outperform rating, noting Tesla as “the most undervalued AI play available.”

Key points from Wedbush’s report include:

• Autonomous driving milestone: Launching Tesla’s autonomous platform in Austin is seen as the beginning of a new era for Full Self-Driving (FSD) and the upcoming Cybercab service.

• A potential $1 trillion opportunity: The AI and autonomous sector may reach sizes comparable to leaders like Nvidia, Microsoft, and Alphabet.

• Upside potential: If FSD adoption surpasses 50%, Tesla’s revenue model could transform significantly, enhancing profit margins.

For recent updates on analyst upgrades and market sentiments surrounding Tesla, investors can consult the Up/Down Grades API.

Essential Watchpoints for Investors

• Nvidia’s Q1 earnings call on May 28: Expect insights regarding market conditions, order trends, and margin outlook amidst production ramp-ups.

• Tesla’s FSD deployment: Monitor initial usage metrics, necessary regulatory approvals, and updates regarding FSD subscription pricing.

• Valuation comparisons: Look for contrasts in P/E and EV/EBITDA multiples across leading AI and automotive peers to understand market pricing amidst tariff uncertainties.

Nvidia and Tesla are at the forefront of AI advancements, and the perspectives from analysts, together with real-time data from Entreprenerdly.com, provide a strategic perspective for investors as earnings and product unveilings draw near.