Stifel: Nvidia “Attractively Valued” Ahead of Q1 Results
Stifel Research remains positive on Nvidia Corporation (NASDAQ:NVDA) as the company prepares to report fiscal Q1 earnings on May 28. Despite headwinds from China export restrictions and a mixed macro backdrop, Stifel describes NVIDIA shares as “attractively valued” given the stock’s leading role in AI infrastructure.
Stifel’s key takeaways:
Inline performance expected for Q1 results and guidance.
2H acceleration: Supply-chain checks point to significant momentum in the UAE and Saudi markets, aided by favorable U.S. policy.
Margin watch: Investors will scrutinize any pressure from early production ramps of GB200 and GB300 chips.
For a snapshot of how Wall Street’s view on Nvidia’s valuation has evolved, see the latest consensus in the Price Target Summary API, which aggregates target revisions and ratings changes across brokers.
Wedbush: Tesla as the “Most Undervalued AI Play”
Meanwhile, Wedbush Securities raised its 12-month price target on Tesla Inc. (NASDAQ:TSLA) to $500 (from $350) and kept an Outperform rating, calling Tesla “the most undervalued AI play in the market today.”
Key arguments from Wedbush:
Autonomy catalyst: Launch of Tesla’s autonomous platform in Austin marks the start of a “golden age” for FSD and the forthcoming Cybercab service.
$1 trillion opportunity: AI and autonomy market could rival the scale of leaders like Nvidia, Microsoft, and Alphabet.
Adoption upside: FSD penetration above 50% would transform Tesla’s recurring-revenue model and expand margins.
To track recent upgrades, downgrades, and sentiment shifts among analysts covering Tesla, review the Up/Down Grades API.
What Investors Should Watch
Nvidia’s Q1 call (May 28): Look for commentary on China restrictions, data-center orders, and margin outlook for GB200/GB300 ramps.
Tesla’s autonomy rollout: Watch early usage metrics, regulatory sign-offs, and pricing updates for FSD subscriptions.
Valuation gaps: Compare P/E and EV/EBITDA multiples across AI and auto peers to gauge if current premiums are justified.
With both Nvidia and Tesla at the forefront of AI innovation, these analyst views—and real-time data from FMP APIs—offer a roadmap for investors positioning around upcoming earnings and strategic product launches.
