Evercore & Nvidia
7 shared events · Importance 3 · Last updated Jul 31, 2026
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Evercore: Evercore raised its price target on Western Digital — Sandisk to $3,100, one of the most bullish on the Street.
Nvidia: Nvidia is a major driver of AI memory demand, with its accelerators requiring HBM and NAND. Its platform supports the AI build-out that fuels Western Digital — Sandisk's growth.
Apr 20, 2026 · 95 articles
Business
Evercore: Evercore analysts forecast AI capital spending to exceed $1 trillion in 2027, supporting Nvidia's growth thesis.
Nvidia: Nvidia reported strong earnings with 85% revenue growth and $80 billion buyback authorization, reinforcing its AI leadership. However, its large market cap limits future multibagger potential.
Jun 29, 2026 · 6 articles
Business
Evercore: Evercore analysts noted that AI-related cost pressures spilling into consumer prices are still in early stages.
Nvidia: Nvidia's orders for high-bandwidth memory have prioritized supply from memory makers, contributing to shortages for consumer electronics.
Jun 17, 2026 · 199 articles
Business
Evercore: Evercore analysts raised their price targets on Hewlett-Packard, citing growing demand for AI infrastructure.
Nvidia: Nvidia's Vera CPU powers Hewlett-Packard's new ProLiant Compute DL394 Gen12 server, indicating its role in the AI infrastructure market.
May 23, 2026 · 17 articles
Business
Evercore: Evercore is an investment bank that forecasts SpaceX's capital spending to reach hundreds of billions by 2030 and 2031, highlighting the massive investment required for SpaceX's AI ambitions.
Nvidia: Nvidia is mentioned as the world's most valuable public company, providing a benchmark for SpaceX's market valuation.
Mar 09, 2018 · 538 articles
Business
Evercore: Evercore raised its price target on Bloom Energy to $350, reflecting positive analyst sentiment.
Nvidia: Nvidia is used as a comparative example of a stock that experienced significant growth, drawing a parallel to Bloom Energy's recent performance.
May 31, 2026 · 45 articles
Business
Evercore: Evercore, a brokerage, expects strong iPhone demand to help Apple Inc. surpass market expectations for the September quarter and issue upbeat forecasts for the December quarter.
Oct 28, 2025 · 9 articles
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