Seaport Research analyst Jay Goldberg initiated coverage of Nvidia with a Sell rating and a $100 price target, which is below the current trading level, according to TipRanks. Goldberg warned of a likely slowdown in AI infrastructure spending by 2026 and cited ongoing challenges in deploying Nvidia’s advanced systems. He also noted that Nvidia’s top clients are developing in-house chips, posing long-term competitive risks. Nvidia shares are down 20% in 2025. The stock holds a consensus Strong Buy rating from 40 analysts, with an average price target of $167.09 indicating 57.13% upside from current levels.
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00:00It's Benzinga bringing Wall Street to Main Street.
00:02Seaport Research Analyst Jay Goldberg initiated coverage of NVIDIA with a sell rating
00:07and $100 price target, which is below the current trending level.
00:10According to TipRanks, Goldberg warned of a likely slowdown in AI infrastructure spending
00:15by 2026 and cited ongoing challenges in deploying NVIDIA's advanced systems.
00:21He also noted that NVIDIA's top clients are developing in-house chips,
00:24causing long-term competitive risks. NVIDIA's shares are down 20% in 2025.
00:30Stock loads a consensus strong buy rating from 40 analysts with an average price target of $167.09,
00:37indicating 57.13% upside from current levels.
00:40For all things money, visit Benzinga.com slash GSTV.