Nvidia (NVDA) Stock Outlook Lowered Due to Tariff Concerns

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Apr 13, 2025
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Nvidia (NVDA, Financial) Outlook Revised:

  • Citigroup lowers Nvidia's GPU shipment estimates for 2025 and 2026.
  • Earnings forecasts adjusted with a new stock price target set at $150.
  • Nvidia maintains a "Buy" rating despite trade tensions and reduced spending.

Citigroup's Revised Estimates for Nvidia

Nvidia (NVDA, Financial) is under the spotlight following a revision from Citigroup in its GPU shipment estimates, now reduced by 3% for 2025 and 5% for 2026. This adjustment comes amid concerns over lowered hyperscaler capital expenditure and rising trade tensions. Despite these challenges, Citi keeps its "Buy" rating intact for Nvidia. However, it has adjusted its forecast, lowering the stock price target to $150.

Wall Street Analysts' Price Targets

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According to data from 51 analysts, the average one-year price target for NVIDIA Corp (NVDA, Financial) stands at $169.63. The range of estimates includes a high of $235.92 and a low of $115.00. This average target suggests a potential upside of 52.92% from the current trading price of $110.93. For more detailed insights, refer to the NVIDIA Corp (NVDA) Forecast page.

Brokerage Firms' Recommendations

The consensus recommendation from 63 brokerage firms places NVIDIA Corp's (NVDA, Financial) average rating at 1.7, positioning it under the "Outperform" category. This rating utilizes a scale where 1 signifies a Strong Buy, and 5 indicates a Sell, emphasizing the positive outlook among analysts.

GuruFocus GF Value Analysis

Using GuruFocus estimates, the anticipated GF Value for NVIDIA Corp (NVDA, Financial) in one year is $265.42. This estimate points to a substantial upside of 139.27% from the current price of $110.93. The GF Value represents GuruFocus' calculated fair value of the stock, derived from historical trading multiples, past business growth, and future performance projections. For a comprehensive analysis, 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.