Seaport Research's Jay Goldberg is the only sell-side analyst tracked by FactSet to carry a sell rating on Nvidia's stock. While he applauded the company's latest results and

forecast, he's not budging from his bearish stance. "Nvidia put in a good quarter and guidance, but we see no change to our outlook," Goldberg said in a note to clients.

"AI spending remains strong, but the company is fully booked for the year, leaving little room for substantial upside." He kept a $100 price target on Nvidia's stock, which

closed near $135 on Wednesday and is indicating above $142 in premarket action on Thursday.