Nvidia and TSMC: analyst outlook remains strong

2025-08-04 general

New York, Monday, 4 August 2025.
Nvidia and TSMC maintain positive analyst ratings. Nvidia is driven by robust AI and chip demand. Multiple analysts predict continued growth for TSMC. One analyst noted TSMC’s July revenues surged 44.7%. TSMC’s next quarter earnings are estimated at $2.59. Monitor analyst sentiments and earnings estimates as key indicators for stock performance. Some analysts have raised their price targets for Nvidia, with one setting a target of $200. Investors should note that unauthorized repair markets are emerging in China for Nvidia’s AI chips.

Analyst optimism for Nvidia

Nvidia (NVDA) has garnered ‘buy’ ratings from multiple analysts [1]. Morgan Stanley increased Nvidia’s price target to $200, a rise from $170 [1]. Mizuho also adjusted their target, setting it at $192, up from $185 [1]. Oppenheimer also raised their Nvidia price target to $200 from $175 [1]. These upward revisions reflect analysts’ confidence in Nvidia’s financial health and its focus on artificial intelligence [1]. Growth prospects are another contributing factor for this positive sentiment [1].

TSMC’s financial outlook

TSMC’s stock score is boosted by its strong financial results and positive earnings call sentiment [2]. Susquehanna increased TSMC’s price target to $265, previously $255 [2]. Argus adjusted its price target to $200, a decrease from $270 [2]. Daiwa upgraded TSMC’s rating to ‘buy’ from ‘outperform’ [2]. JPMorgan analyst William Yang has reiterated an ‘overweight’ rating for TSMC [2]. Citi analyst Mark Ru Li highlighted that TSMC’s July revenues increased by 44.7% [2].

Expert opinions and market factors

Citi analyst Mark Ru Li stated that despite delays in Nvidia’s advanced chips, AI chip demand remains strong [2]. Li believes initial technical issues are temporary [2]. Investors should consider these expert opinions when evaluating TSMC’s potential [2]. The unauthorized repair market emergence in China for Nvidia’s AI chips could pose challenges [1]. These repairs are occurring due to export restrictions, adding a layer of complexity for investors to consider [1].

Bronnen

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