Nvidia’s AI Dominance Sparks Divergent Price Targets Ahead of Earnings
Nvidia's upcoming earnings report on November 19, 2025 has ignited a fierce debate among analysts about the chipmaker's valuation ceiling. The stock's 67% upside potential hinges on its unrivaled position in AI accelerators and data center chips, with HSBC's $320 target reflecting bullish production forecasts at TSMC.
Data center revenue projections of $351 billion by FY2027 dwarf consensus estimates, suggesting Nvidia's pricing power remains intact. Yet Deutsche Bank's $155 bear case warns of 19% downside risk, highlighting the volatility inherent in semiconductor valuations during geopolitical tensions.