Barclays raised Nvidia price target to $200 from $170

Barclays raised Nvidia price target to $200 from $170.

?Sees $2B upside in July vs. Street estimates.
?Full-year Compute revenue raised to $37B (from $35.6B).
?Blackwell wafer output at 30k/month (below 40k target) but utilization healthy.
?Blackwell Ultra mass production on…

— The AI Investor (@The_AI_Investor) June 17, 2025