Nvidia (NVDA) H20 AI Chips Avoid Export Restrictions

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Apr 10, 2025
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Key Highlights:

  • Nvidia (NVDA, Financial) manages to continue exporting its H20 AI chips to China, bypassing recent export restrictions.
  • Analyst forecasts predict considerable upside potential for NVDA, with price estimates ranging from $115.00 to $235.92.
  • GuruFocus estimates a remarkable potential upside of 132.35% according to GF Value calculations.

Nvidia Corp (NVDA) has successfully circumvented the recent export restrictions on its H20 AI chips to China. This achievement comes in the wake of an agreement with the Trump administration, in which Nvidia's CEO, Jensen Huang, pledged investments in U.S. AI data centers. This strategic commitment seems to have played a pivotal role in swaying the decision to permit the continued export of these AI components, counteracting previous intentions for stricter controls.

Wall Street Analysts Forecast

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Taking a closer look at Wall Street's outlook, 51 analysts have set a one-year price target for Nvidia Corp (NVDA, Financial), averaging at $169.89. Notably, the highest estimate reaches $235.92, while the lowest stands at $115.00. This average target suggests a promising upside of 48.60% from the current trading price of $114.33. Investors can explore more detailed forecasts on the NVIDIA Corp (NVDA) Forecast page.

In terms of brokerage recommendations, consensus from 63 firms positions Nvidia Corp (NVDA, Financial) with an average brokerage recommendation of 1.7. This rating points towards an "Outperform" status, on a scale where 1 indicates a Strong Buy and 5 signifies a Sell.

GF Value Estimation

According to GuruFocus estimates, the GF Value for Nvidia Corp (NVDA, Financial) over the next year is projected at $265.65. This valuation suggests a substantial upside potential of 132.35% from the current price level of $114.33. The GF Value represents GuruFocus' calculation of the stock's fair trading value, derived from historical trading multiples, previous business growth, along with anticipated future performance of the company. To delve deeper into these metrics, visit the NVIDIA Corp (NVDA) Summary page.

Disclosures

I/We may personally own shares in some of the companies mentioned above. However, those positions are not material to either the company or to my/our portfolios.