Nvidia has reportedly been placed on “positive watch” for the next 90 days by analyst firm Citi. Citi analysts predict a potential 27% rise in the stock price to $175 by early 2025. This optimistic view is based on CEO Jensen Huang’s keynote speech at the 2025 edition of the annual Consumer Trade Show. Electronics (CES) in Las Vegas, USA. “We… are opening a positive catalyst watch at January CES where we expect Blackwell sales expectations to increase and management to talk about the inflection in enterprise industrial demand and robotics driven by inference,” Citi analyst Atif Malik told Bloomberg.
Huang’s CES keynote, scheduled for 6:30 p.m. on January 6, is expected to spark investor enthusiasm. Citi analysts believe Nvidia will raise sales expectations for its next-generation AI chip, “Blackwell,” and discuss advances in AI for robotics and industrial applications.
Analysts expect Nvidia to report a bottom in its profit margins in the April quarter, followed by growth. Additionally, management should address the “inference-driven inflection” in AI robotics for warehouses, manufacturing, and potentially humanoid robots.
As companies like Tesla encourage the development of humanoid robots, Nvidia’s GPU chips are already playing a central role. Notably, nine humanoid robots powered by Nvidia chips were showcased at the company’s GTC conference in March 2024.
Powered by the AI revolutionNvidia’s stock price has soared 176% since the start of the year, underscoring the market’s confidence in its technology. The upcoming CES 2025 event and positive analyst forecasts pave the way for significant potential growth for Nvidia in the coming months.