Morgan Stanley Upgrades Nvidia Ahead of Earnings 🚀: Blackwell to Lead H2 2025 Growth

Morgan Stanley raised its stock estimates for Nvidia ahead of next week’s earnings report. DMorgan Stanley anticipates another strong quarter but foresees larger revisions later this year. Nvidia's Blackwell products face supply constraints, limiting this quarter's growth, but January quarter sales could reach slightly below recent forecasts. Nvidia remains Morgan Stanley’s top pick with an Overweight rating, viewing this quarter as transitional but expecting the Blackwell cycle to drive further growth in the second half of the year.