Nvidia Faces Headwinds from U.S. AI Chip Restrictions on China Sales, But Analyst Targets May Be Overly Optimistic
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Nvidia faces revenue risks from new U.S. restrictions on selling advanced AI chips to China, but claims minimal near-term impact.
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Nvidia stock has fallen on China AI chip ban fears, but trades at reasonable 25x forward P/E based on aggressive growth targets.
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Analyst revenue projections reach $112B by 2027, but targets seem unlikely with China export restrictions.
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Nvidia trades far below historical P/E when stock was around $225 prior to massive guide up.
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Investors should wait for Nvidia stock to fall further and close gap down to $300 before buying for maximum returns.