Nvidia, Marvell targets cut at Citi amid macro uncertainty [Yahoo! Finance]
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Source: Yahoo! Finance
lower cloud capital expenditure (capex) expectations and persistent macro uncertainty stemming from trade tensions. For Nvidia, Citi lowered its calendar year 2025 (CY25) and 2026 GPU unit forecasts by 3% and 5%, respectively, as hyperscaler capex growth projections were revised to +35% and +15%. The move reflects “mostly lower Microsoft (NASDAQ:MSFT) capex concerns and higher risk of pause in enterprise investments amid uncertainty around the global economy due to ongoing trade war.” As a result, Nvidia's earnings per share (EPS) estimates were reduced by 3% in CY25 and 6% in CY26, while the price target was cut to $150 from $163. Still, Citi noted that Nvidia's strong market position and pricing power may help mitigate some of the margin impact. “Given its technology leadership and AI GPU price in-elasticity,” the company is expected to “partially pass down the increased GPU cost that may emanate from the trade war,” analyst Atif Malik said. Marvell was also affected by
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