Morgan Stanley raised its stock estimates for Nvidia ahead of next week’s earnings report. DMorgan Stanley anticipates another strong quarter but foresees larger revisions later this year. Nvidia's Blackwell products face supply constraints, limiting this quarter's growth, but January quarter sales could reach slightly below recent forecasts. Nvidia remains Morgan Stanley’s top pick with an Overweight rating, viewing this quarter as transitional but expecting the Blackwell cycle to drive further growth in the second half of the year.
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00:00It's Benzinga bringing Wall Street to Main Street.
00:02Morgan Stanley reads its stock estimates for NVIDIA ahead of next week's earnings report.
00:06Morgan Stanley anticipates another strong quarter but foresees larger revisions later this year.
00:11NVIDIA's Blackwell products face supply constraints limiting this quarter's growth,
00:16but January quarter sales could reach slightly below recent forecasts.
00:20NVIDIA remains Morgan Stanley's top pick with an overweight rating.
00:24Viewing this quarter as transitional but expecting the Blackwell cycle
00:27to drive further growth in the second half of the year.
00:29For all things money, visit Benzinga.com.