Wells Fargo Analyst Upgrades Evaluation of NVIDIA Corporation (NVDA) [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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US:NASDAQ Investor Relations:
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Source: Yahoo! Finance
On December 9, 2025, The Fly reported that Wells Fargo analyst Aaron Rakers upgraded his evaluation of NVIDIA Corporation (NASDAQ:NVDA). This was in response to official statements that the Trump Administration had finalized plans to remove export restrictions on the company's H200 chips to China. Rakers labeled the development as an “incremental positive,” pointing out that it might generate $25 billion to $30 billion in revenue annually and boost earnings by 60-70 cents per share. NVIDIA Corporation (NASDAQ:NVDA) is still rated as Overweight by Wells Fargo, with a $265 price target. Separately, the Financial Times reported via Reuters on the same day, citing two individuals familiar with the situation, that Beijing regulators are expected to restrict access to NVIDIA Corporation (NASDAQ:NVDA)'s H200 processors despite Trump's export license. Chinese officials are debating how to grant restricted access to NVIDIA Corporation (NASDAQ:NVDA)'s second-generation AI processor, the H2
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NVDA
News
- Wall Street eyes AI bubble as skepticism grows over trillion-dollar bets [Los Angeles Times (CA)]Los Angeles Times
- SoftBank CEO Masayoshi Son Just Delivered Incredible News to Nvidia Investors [Yahoo! Finance]Yahoo! Finance
- Nvidia: H200 China Sales And The Margin Tradeoff [Seeking Alpha]Seeking Alpha
- Super Micro Stock Falls Amid Rising Competition in AI Servers [Yahoo! Finance]Yahoo! Finance
- The 1 Big Reason Oklo Will Skyrocket Again in 2026 [Yahoo! Finance]Yahoo! Finance
NVDA
Earnings
- 11/19/25 - Beat
NVDA
Sec Filings
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- 12/12/25 - Form 4
- NVDA's page on the SEC website