The shares of companies involved in the booming artificial intelligence (AI) sector are going through the roof again on Monday. “Guilt” is an extremely positive comment from Goldman Sachs for Nvidia. Shares are hitting a new record high today. AKTIONÄR-Depot-Wert Super Micro Computer and On Semiconductor benefit even more.
Goldman Sachs analyst Toshiya Hari is electrifying the entire AI industry. “We believe Nvidia will remain the gold standard in the industry for the foreseeable future, as the company has a solid hardware and software offering and, most importantly, maintains the pace of innovation,” the analyst said. Nvidia has developed into a flagship of the boom in artificial intelligence.
Hari today significantly increased the price target for Nvidia shares from $625 to $800 (DER AKTIONÄR reported). Based on the recent constructive data surrounding robust artificial intelligence infrastructure spending, Goldman analysts expect current market expectations to be significantly exceeded. This creates an attractive risk-reward ratio. Goldman itself has increased its profit estimates for the 2025 and 2026 financial years by 22 percent. The consensus target of all analysts is (still) well below Goldman’s price target at $669.
The chip designer’s shares gained more than four percent in early US trading to as much as $692.95, marking a new record high.
450 percent in ten months
The shares of competitors Super Micro Computer and On Semiconductor are being pulled up in Nvidia’s wake. SHAREHOLDER portfolio value SuperMicro temporarily jumped by more than eight percent to $623.92, also marking a new all-time high (see chart). In German trading, the share is trading at 583 euros. Since it was added to the portfolio in mid-April 2023, the price increase has already been a good 450 percent.
Super Micro Computer
(WKN: A0MKJF)
The shares of On Semiconductor also temporarily gained over eight percent on the Nasdaq today. With a price of $78.75, they are temporarily trading just above the 50-day average, but cannot maintain their position there. Nevertheless, the downward trend that has developed since the turn of the year appears to be at least shaky.
ON Semiconductor
(WKN: 930124)
The two AKTIONÄR recommendations Nvidia and Super Micro Computer remain promising and worth keeping with strong demand for their AI chips. New purchases are only possible after prices have calmed down. On Semiconductor is worth a small portfolio addition for speculative investors.
The Nvidia share is also a member of the 13 other shares KI Index from DER AKTIONÄR and ensures a lot of traction with a weighting of over nine percent. With the index tracker certificate WKN DA0ABW, the AI index can be tracked almost 1:1.
Further details about the AI index can be found here.
Börsen.Briefing newsletter
Stay up to date on the latest developments at exciting companies and on the stock market. Read the stock market briefing. – the daily AKTIONÄR newsletter. For free.
Note on conflicts of interest
The chairman of the board and majority owner of the publisher Börsenmedien AG, Mr. Bernd Förtsch, has directly and indirectly entered into positions on the following financial instruments or related derivatives mentioned in the publication, which may benefit from any price development resulting from the publication: Nvidia.