Goldman Sachs and Broadcom Investment Outlook Positive
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6d ago
0mins
Should l Buy NVDA?
Source: CNBC
- Goldman Sachs Advisory Role: Goldman Sachs has been appointed as the financial advisor for Coterra's $58 billion all-stock merger with Devon, marking the largest deal in the energy sector since Diamondback's $26 billion acquisition of Endeavor in 2024, thereby reinforcing Goldman's position in investment banking, which accounted for 15% of its overall revenue last year.
- M&A Activity Boost: CEO David Solomon stated that M&A transactions often trigger a flywheel of activity across the entire franchise, and the ongoing deal news further validates the initial bullish thesis on Goldman’s stock, which has risen 7.6% year-to-date, significantly outperforming the S&P 500's 1.5% increase.
- Broadcom Earnings Potential: Mizuho analysts recommend buying Broadcom on its recent pullback, citing an acceleration in earnings potential from multiple custom chip business opportunities in the coming year, despite Broadcom shares being down nearly 20% from their December peak, indicating strong growth prospects ahead.
- Price Target and Rating: Mizuho maintains a buy-equivalent rating on Broadcom with a price target of $480, implying a 44% upside from the current price of around $332, although the investment club prefers to wait for a further pullback before upgrading its rating to buy.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 264.97 USD with a low forecast of 200.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
Current: 171.880
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Increased Microsoft Investment: Thiel purchased 49,000 shares of Microsoft in Q3, elevating its share to 34% of his hedge fund, reflecting his endorsement of Microsoft's focus on AI-integrated products, despite lower-than-expected growth in its cloud services.
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- Clear Competitive Advantages: Palantir's Gotham and Foundry platforms face little large-scale competition in the AI and machine learning-driven SaaS market, with Gotham serving the U.S. federal government, ensuring profitability and market position.
- Customer Growth Potential: By the end of 2025, the Foundry platform had 780 commercial customers, representing a 37% year-over-year growth, although this number is still small, indicating significant long-term growth potential and market share expansion opportunities.
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- Mass Production Readiness: Samsung plans to begin shipping HBM4 chips to Nvidia as early as the third week of February, marking its readiness for mass production in AI infrastructure, which will support Nvidia's upcoming Vera Rubin AI accelerators and narrow the gap with SK Hynix.
- Investor Optimism: With data center spending projected to reach $650 billion, investor sentiment around AI-linked U.S. tech stocks has surged, as evidenced by Nvidia's nearly 8% stock price increase on Friday, reflecting strong market confidence in AI technologies.
See More
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