BofA on NVIDIA - Maintain Buy, PT $220
- Q2 Earnings (due Aug 27):
Expects a sales beat at $47B (vs. $45.8B consensus)
- Q3 Guidance:
mid-teens growth to $54B (vs. $52.5B consensus).
Upside Potential: Sales could reach $57B-$60B if shipments of the H20 chip to China resume.
- Full Year Outlook (FY26/CY25):
Sales forecast: $210B-$215B.
EPS: $4.70-$4.80 (vs. $4.38 consensus).
buyside Q3比咁高guide
