According to CoinMeta, as reported by A early issuer of in in 2021, analyst Ruben Roy from Stifel maintained a buy rating and a target price of $282 before NVIDIA ( NVDA ) announced its financial results for the second quarter of fiscal year 2027. The analyst also expected NVIDIA's performance this quarter to exceed expectations and raised subsequent guidance. Stifel noted that cloud service providers' capital expenditures have significantly increased, with Hon Hai Cloud Network's product business revenue accounting for over 50% for the first time. It is anticipated that the annual shipment volume of AI racks will more than double, and Supermicro new orders in a single quarter exceeded $60 billion. Supply chain research indicates that demand is expected to continue until the first half of 2027, reducing the risk of a demand gap during NVIDIA's product generation transition period. Stifel believes that the impact of storage costs and competition in the AI inference field is reflected in gross margins, and related risks have been partially accounted for in the current valuation.