Nvidia is expected to report revenue in just over two weeks, and one company is bullish despite recent losses in stock following developments from Chinese artificial intelligence startup Deepseek. Evercore ISI added Chip Giant on Monday to its tactical outperform list, led by the company’s results that will appear after the Bell on February 26th. The company has a price target of $190 in its name. Benefits from the end of Friday. The stock price was hit, as Deepseek’s low-cost, open-source model prevented him from terrifying spending and competition in the AI space. Losses of US companies in history. Over the past month, the S&P 500 has suffered a decline in performance, down more than 1%. NVDA 1M Mountain NVDA, for a month, Evercore ISI said investors were worried that Deepseek’s development would reduce demand for AI. “The consensus among the AI community is that Deepseek’s cost improvements are evolutionary rather than innovative, and cost/calculation cycles or cost/tokens declines are more accurate to the more accurate parameter model and/or company analysts, on Sunday Write a note to clients and there is an acceleration in the development of “multimode” models that train images and videos. Investors also raised concerns that movements from Deepseek will move the AI computation cycle away from Nvidia’s graphics processing units or GPUs and instead move to custom chips known as ASICS or application-specific integrated circuits. Evercore ISI said ASICs will affect large numbers of internal workloads, but the company said external workloads, such as Amazon Web Services’ cloud infrastructure, will remain “dominated” by Nvidia. I’m predicting it. “NVDA continues to be a platform of choice for Hyperscalers customers. The robustness of the software ecosystem and the breadth of the development community are five to ten years ahead of the rest of the market,” Anna said. The list added. Additionally, Evercore ISI noted that investors are concerned about possible delays in shipping on Nvidia’s Blackwell chips. And while that could lead some hyperscalers to “probably buy from NVDA”, the company has revealed that the company’s GPU demand is “still outweighing supply.” Evercore ISI’s bullish stance on stocks joins most Wall Street analysts with similar views. According to LSEG data, 57 out of 63 analysts have strong buy or buy ratings, but only six have a neutral stance. Nvidia also has a consensus target of around $172, reflecting the possibility of a rise of over 32%. Nvidia’s shares rose more than 3% shortly after the tactical call.
