Mizuho Cuts Target Price for Multiple Tech Stocks - To The Moon

Mizuho Cuts Target Price for Multiple Tech Stocks

Mizuho Securities has reduced the target prices for several technology stocks. The target price for Advanced Micro Devices has been lowered from $180 to $160, while the target price for Applied Materials Inc has been reduced from $220 to $210. Mizuho also cut the target price for Intel from $23 to $21, Lam Research from $95 to $90, and Microchip Technology from $85 to $72. This indicates a bearish outlook on the performance of these stocks.

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- syzuhairsyzuhair
  ·01-13
  Its a rug pull.
  Chip Stocks Drop After HSBC Cuts Nvidia Stock Price Target
  On Sunday, HSBC analyst Frank Lee adjusted the price target for NVIDIA (NASDAQ:NVDA) shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a
  Chip Stocks Drop After HSBC Cuts Nvidia Stock Price Target
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- syzuhairsyzuhair
  ·01-13
  Its a rug pull.
  Chip Stocks Drop After HSBC Cuts Nvidia Stock Price Target
  On Sunday, HSBC analyst Frank Lee adjusted the price target for NVIDIA (NASDAQ:NVDA) shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a
  Chip Stocks Drop After HSBC Cuts Nvidia Stock Price Target
  43 Comment
  Like
  Share
  Report

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Despite the reduction, the analyst maintained a ","content":"<html><head></head><body><p>On Sunday, HSBC analyst Frank Lee adjusted the price target for Nvidia shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a Buy rating on the stock. Lee&#39;s assessment came with the perspective that NVIDIA may face challenges in the first half of fiscal year 2026, necessitating a robust second-half performance to meet market expectations.</p><p>Chip stocks dropped in premarket trading Monday. STMicroelectronics fell 4%; Super Micro Computer, Arm, TSMC, ASML, Broadcom, Nvidia fell 3%; Micron, AMD, and Qualcomm fell 2%; Intel fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2197b8b27927cfdc40c69c6a1f2f406c\" title=\"\" tg-width=\"616\" tg-height=\"744\"/></p><p>The revision was primarily due to a lowered forecast for datacenter revenue in fiscal year 2026, which Lee now sets at $236 billion, down from the initial $253 billion estimate. This projection is based on the expectation of 35,000 NVL 72 equivalent AI server racks, a decrease from the previously assumed 41.5 thousand racks. However, even with this revised estimate, HSBC&#39;s forecast remains 28% higher than the Visible Alpha consensus forecast of $184 billion. With a market capitalization of $3.33 trillion, NVIDIA remains a dominant force in the semiconductor industry.</p><p style=\"text-align: start;\">Lee also provided insights into bear-case scenarios, indicating that if NVIDIA were to deploy only 20,000 to 25,000 NVL racks in fiscal year 2026, the earnings per share (EPS) would still be 8% to 14% above the consensus estimate of $4.50. Despite a 6% cut in the fiscal year 2026 EPS estimates to reflect a slower ramp-up of the Blackwell platform in the first half, HSBC&#39;s projected EPS of $5.74 still stands 28% above the consensus.</p><p style=\"text-align: start;\">The analyst&#39;s decision to lower the target price while maintaining the same target fiscal year 2026 price-to-earnings ratio of 32x is a reflection of the revised EPS forecast. Lee&#39;s commentary underscores the pressures NVIDIA may face in delivering a strong performance in the latter half of fiscal year 2026 to align with the expectations set forth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Drop After HSBC Cuts Nvidia Stock Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Stocks Drop After HSBC Cuts Nvidia Stock Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-13 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Sunday, HSBC analyst Frank Lee adjusted the price target for Nvidia shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a Buy rating on the stock. Lee&#39;s assessment came with the perspective that NVIDIA may face challenges in the first half of fiscal year 2026, necessitating a robust second-half performance to meet market expectations.</p><p>Chip stocks dropped in premarket trading Monday. STMicroelectronics fell 4%; Super Micro Computer, Arm, TSMC, ASML, Broadcom, Nvidia fell 3%; Micron, AMD, and Qualcomm fell 2%; Intel fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2197b8b27927cfdc40c69c6a1f2f406c\" title=\"\" tg-width=\"616\" tg-height=\"744\"/></p><p>The revision was primarily due to a lowered forecast for datacenter revenue in fiscal year 2026, which Lee now sets at $236 billion, down from the initial $253 billion estimate. This projection is based on the expectation of 35,000 NVL 72 equivalent AI server racks, a decrease from the previously assumed 41.5 thousand racks. However, even with this revised estimate, HSBC&#39;s forecast remains 28% higher than the Visible Alpha consensus forecast of $184 billion. With a market capitalization of $3.33 trillion, NVIDIA remains a dominant force in the semiconductor industry.</p><p style=\"text-align: start;\">Lee also provided insights into bear-case scenarios, indicating that if NVIDIA were to deploy only 20,000 to 25,000 NVL racks in fiscal year 2026, the earnings per share (EPS) would still be 8% to 14% above the consensus estimate of $4.50. Despite a 6% cut in the fiscal year 2026 EPS estimates to reflect a slower ramp-up of the Blackwell platform in the first half, HSBC&#39;s projected EPS of $5.74 still stands 28% above the consensus.</p><p style=\"text-align: start;\">The analyst&#39;s decision to lower the target price while maintaining the same target fiscal year 2026 price-to-earnings ratio of 32x is a reflection of the revised EPS forecast. Lee&#39;s commentary underscores the pressures NVIDIA may face in delivering a strong performance in the latter half of fiscal year 2026 to align with the expectations set forth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MRVL":"迈威尔科技","AMD":"美国超微公司","MU":"美光科技","SMCI":"超微电脑","INTC":"英特尔","AVGO":"博通","ASML":"阿斯麦","ARM":"ARM Holdings","LRCX":"拉姆研究","QCOM":"高通","KLAC":"科磊","NVDA":"英伟达","STM":"意法半导体"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107655877","content_text":"On Sunday, HSBC analyst Frank Lee adjusted the price target for Nvidia shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a Buy rating on the stock. Lee's assessment came with the perspective that NVIDIA may face challenges in the first half of fiscal year 2026, necessitating a robust second-half performance to meet market expectations.Chip stocks dropped in premarket trading Monday. STMicroelectronics fell 4%; Super Micro Computer, Arm, TSMC, ASML, Broadcom, Nvidia fell 3%; Micron, AMD, and Qualcomm fell 2%; Intel fell 1%.The revision was primarily due to a lowered forecast for datacenter revenue in fiscal year 2026, which Lee now sets at $236 billion, down from the initial $253 billion estimate. This projection is based on the expectation of 35,000 NVL 72 equivalent AI server racks, a decrease from the previously assumed 41.5 thousand racks. However, even with this revised estimate, HSBC's forecast remains 28% higher than the Visible Alpha consensus forecast of $184 billion. With a market capitalization of $3.33 trillion, NVIDIA remains a dominant force in the semiconductor industry.Lee also provided insights into bear-case scenarios, indicating that if NVIDIA were to deploy only 20,000 to 25,000 NVL racks in fiscal year 2026, the earnings per share (EPS) would still be 8% to 14% above the consensus estimate of $4.50. Despite a 6% cut in the fiscal year 2026 EPS estimates to reflect a slower ramp-up of the Blackwell platform in the first half, HSBC's projected EPS of $5.74 still stands 28% above the consensus.The analyst's decision to lower the target price while maintaining the same target fiscal year 2026 price-to-earnings ratio of 32x is a reflection of the revised EPS forecast. Lee's commentary underscores the pressures NVIDIA may face in delivering a strong performance in the latter half of fiscal year 2026 to align with the expectations set forth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"essenList":[{"id":392118597050568,"gmtCreate":1736762532213,"gmtModify":1736762538739,"author":{"id":"4194640214801162","authorId":"4194640214801162","name":"syzuhair","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4194640214801162","authorIdStr":"4194640214801162"},"themes":[],"htmlText":"Its a rug pull.","listText":"Its a rug pull.","text":"Its a rug pull.","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/392118597050568","repostId":"1107655877","repostType":4,"repost":{"id":"1107655877","kind":"news","weMediaInfo":{"introduction":"Providing stock market headlines, business news, financials and earnings ","home_visible":1,"media_name":"Tiger Newspress","id":"1079075236","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1736761116,"share":"https://ttm.financial/m/news/1107655877?lang=&edition=fundamental","pubTime":"2025-01-13 17:38","market":"us","language":"en","title":"Chip Stocks Drop After HSBC Cuts Nvidia Stock Price Target","url":"https://stock-news.laohu8.com/highlight/detail?id=1107655877","media":"Tiger Newspress","summary":"On Sunday, HSBC analyst Frank Lee adjusted the price target for NVIDIA (NASDAQ:NVDA) shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a ","content":"<html><head></head><body><p>On Sunday, HSBC analyst Frank Lee adjusted the price target for Nvidia shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a Buy rating on the stock. Lee&#39;s assessment came with the perspective that NVIDIA may face challenges in the first half of fiscal year 2026, necessitating a robust second-half performance to meet market expectations.</p><p>Chip stocks dropped in premarket trading Monday. STMicroelectronics fell 4%; Super Micro Computer, Arm, TSMC, ASML, Broadcom, Nvidia fell 3%; Micron, AMD, and Qualcomm fell 2%; Intel fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2197b8b27927cfdc40c69c6a1f2f406c\" title=\"\" tg-width=\"616\" tg-height=\"744\"/></p><p>The revision was primarily due to a lowered forecast for datacenter revenue in fiscal year 2026, which Lee now sets at $236 billion, down from the initial $253 billion estimate. This projection is based on the expectation of 35,000 NVL 72 equivalent AI server racks, a decrease from the previously assumed 41.5 thousand racks. However, even with this revised estimate, HSBC&#39;s forecast remains 28% higher than the Visible Alpha consensus forecast of $184 billion. With a market capitalization of $3.33 trillion, NVIDIA remains a dominant force in the semiconductor industry.</p><p style=\"text-align: start;\">Lee also provided insights into bear-case scenarios, indicating that if NVIDIA were to deploy only 20,000 to 25,000 NVL racks in fiscal year 2026, the earnings per share (EPS) would still be 8% to 14% above the consensus estimate of $4.50. Despite a 6% cut in the fiscal year 2026 EPS estimates to reflect a slower ramp-up of the Blackwell platform in the first half, HSBC&#39;s projected EPS of $5.74 still stands 28% above the consensus.</p><p style=\"text-align: start;\">The analyst&#39;s decision to lower the target price while maintaining the same target fiscal year 2026 price-to-earnings ratio of 32x is a reflection of the revised EPS forecast. Lee&#39;s commentary underscores the pressures NVIDIA may face in delivering a strong performance in the latter half of fiscal year 2026 to align with the expectations set forth.</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Chip Stocks Drop After HSBC Cuts Nvidia Stock Price Target</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nChip Stocks Drop After HSBC Cuts Nvidia Stock Price Target\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1079075236\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Tiger Newspress </p>\n<p class=\"h-time\">2025-01-13 17:38</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>On Sunday, HSBC analyst Frank Lee adjusted the price target for Nvidia shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a Buy rating on the stock. Lee&#39;s assessment came with the perspective that NVIDIA may face challenges in the first half of fiscal year 2026, necessitating a robust second-half performance to meet market expectations.</p><p>Chip stocks dropped in premarket trading Monday. STMicroelectronics fell 4%; Super Micro Computer, Arm, TSMC, ASML, Broadcom, Nvidia fell 3%; Micron, AMD, and Qualcomm fell 2%; Intel fell 1%.</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/2197b8b27927cfdc40c69c6a1f2f406c\" title=\"\" tg-width=\"616\" tg-height=\"744\"/></p><p>The revision was primarily due to a lowered forecast for datacenter revenue in fiscal year 2026, which Lee now sets at $236 billion, down from the initial $253 billion estimate. This projection is based on the expectation of 35,000 NVL 72 equivalent AI server racks, a decrease from the previously assumed 41.5 thousand racks. However, even with this revised estimate, HSBC&#39;s forecast remains 28% higher than the Visible Alpha consensus forecast of $184 billion. With a market capitalization of $3.33 trillion, NVIDIA remains a dominant force in the semiconductor industry.</p><p style=\"text-align: start;\">Lee also provided insights into bear-case scenarios, indicating that if NVIDIA were to deploy only 20,000 to 25,000 NVL racks in fiscal year 2026, the earnings per share (EPS) would still be 8% to 14% above the consensus estimate of $4.50. Despite a 6% cut in the fiscal year 2026 EPS estimates to reflect a slower ramp-up of the Blackwell platform in the first half, HSBC&#39;s projected EPS of $5.74 still stands 28% above the consensus.</p><p style=\"text-align: start;\">The analyst&#39;s decision to lower the target price while maintaining the same target fiscal year 2026 price-to-earnings ratio of 32x is a reflection of the revised EPS forecast. Lee&#39;s commentary underscores the pressures NVIDIA may face in delivering a strong performance in the latter half of fiscal year 2026 to align with the expectations set forth.</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"TSM":"台积电","MRVL":"迈威尔科技","AMD":"美国超微公司","MU":"美光科技","SMCI":"超微电脑","INTC":"英特尔","AVGO":"博通","ASML":"阿斯麦","ARM":"ARM Holdings","LRCX":"拉姆研究","QCOM":"高通","KLAC":"科磊","NVDA":"英伟达","STM":"意法半导体"},"source_url":"","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1107655877","content_text":"On Sunday, HSBC analyst Frank Lee adjusted the price target for Nvidia shares, bringing it down to $185 from the previous target of $195. Despite the reduction, the analyst maintained a Buy rating on the stock. Lee's assessment came with the perspective that NVIDIA may face challenges in the first half of fiscal year 2026, necessitating a robust second-half performance to meet market expectations.Chip stocks dropped in premarket trading Monday. STMicroelectronics fell 4%; Super Micro Computer, Arm, TSMC, ASML, Broadcom, Nvidia fell 3%; Micron, AMD, and Qualcomm fell 2%; Intel fell 1%.The revision was primarily due to a lowered forecast for datacenter revenue in fiscal year 2026, which Lee now sets at $236 billion, down from the initial $253 billion estimate. This projection is based on the expectation of 35,000 NVL 72 equivalent AI server racks, a decrease from the previously assumed 41.5 thousand racks. However, even with this revised estimate, HSBC's forecast remains 28% higher than the Visible Alpha consensus forecast of $184 billion. With a market capitalization of $3.33 trillion, NVIDIA remains a dominant force in the semiconductor industry.Lee also provided insights into bear-case scenarios, indicating that if NVIDIA were to deploy only 20,000 to 25,000 NVL racks in fiscal year 2026, the earnings per share (EPS) would still be 8% to 14% above the consensus estimate of $4.50. Despite a 6% cut in the fiscal year 2026 EPS estimates to reflect a slower ramp-up of the Blackwell platform in the first half, HSBC's projected EPS of $5.74 still stands 28% above the consensus.The analyst's decision to lower the target price while maintaining the same target fiscal year 2026 price-to-earnings ratio of 32x is a reflection of the revised EPS forecast. Lee's commentary underscores the pressures NVIDIA may face in delivering a strong performance in the latter half of fiscal year 2026 to align with the expectations set forth.","news_type":1},"isVote":1,"tweetType":1,"viewCount":43,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"allBottom":false,"essenBottom":false}