What Wall Street Analysts Think Of Nvidia S Stock Ahead Of Earnings

Bonisiwe Shabane

-Dec 31, 2025, 2:02 PM

what wall street analysts think of nvidia s stock ahead of earnings

Nvidia (NVDA) is set to release its latest quarterly results after the market closes today, with analysts expecting the most valuable company in the world’s sales could reach another record high, despite an anticipated... The AI chipmaker is projected to report adjusted earnings per share of $1.02 for the second quarter on an over 50% year-over-year jump in revenue to $46.52 billion, according to consensus estimates compiled by... CEO Jensen Huang could also provide more details during the company's earnings call about the timing of new products, including Nvidia's next-generation Rubin lineup and a more powerful AI chip tailored for China’s market. In May, Nvidia warned it could face an $8 billion hit from China export restrictions, and although the company recently struck a 15% revenue-sharing agreement with the Trump administration to resume sales of its... Despite near-term trade policy headwinds, Wall Street analysts are overwhelmingly bullish on the chipmaker’s prospects. Of the 14 analysts with current ratings surveyed by Visible Alpha, 13 call the stock a "buy," compared to one "hold" rating.

Their targets range from $155 to $225, with the majority above $200, suggesting significant upside from Tuesday's close around $182. "Expectations have risen ahead of Nvidia's earnings, and we think rightfully so," Morgan Stanley analysts said last week, as they raised their target to $206 from $200, citing strong AI demand signals. UBS also raised its target, to $205 from $175, while Wedbush boosted its to $210 from $175. Chip giant Nvidia (NVDA) is considered to be one of the key beneficiaries of the artificial intelligence boom, thanks to robust demand for its advanced graphics processing units (GPUs). The stock has been under pressure recently due to concerns about valuations of AI plays and growing competition in the AI chip space from rivals like Broadcom (AVGO), Advanced Micro Devices (AMD) and Alphabet-owned... Nvidia is also facing uncertainty related to chip exports to China amid geopolitical tensions between Washington and Beijing.

Despite ongoing pressures, several top analysts remain bullish on Nvidia for several reasons, including its solid track record, strong execution, continued innovation and dominant position in the AI GPU market. TipRanks' AI Analyst also has an "outperform" rating on NVDA stock with a price target of $205. Let's look at the views of three such Wall Street pros who are bullish on Nvidia's growth potential. Following a virtual meeting with Nvidia's vice president of investor relations, Toshiya Hari, Bank of America analyst Vivek Arya reiterated a buy rating on NVDA stock with a price forecast of $275, saying that... Nvidia (NVDA Quick QuoteNVDA - Free Report) closed the last trading session at $180.99, gaining 1.2% over the past four weeks, but there could be plenty of upside left in the stock if short-term... The mean price target of $255.56 indicates a 41.2% upside potential.

The mean estimate comprises 45 short-term price targets with a standard deviation of $42.76. While the lowest estimate of $140.00 indicates a 22.7% decline from the current price level, the most optimistic analyst expects the stock to surge 94.5% to reach $352.00. It's very important to note the standard deviation here, as it helps understand the variability of the estimates. The smaller the standard deviation, the greater the agreement among analysts. While the consensus price target is highly sought after by investors, the ability and unbiasedness of analysts in setting price targets have long been questionable. And investors making investment decisions solely based on this tool would arguably do themselves a disservice.

But, for NVDA, an impressive average price target is not the only indicator of a potential upside. Strong agreement among analysts about the company's ability to report better earnings than they predicted earlier strengthens this view. While a positive trend in earnings estimate revisions doesn't gauge how much a stock could gain, it has proven to be powerful in predicting an upside. According to researchers at several universities across the globe, a price target is one of many pieces of information about a stock that misleads investors far more often than it guides. In fact, empirical research shows that price targets set by several analysts, irrespective of the extent of agreement, rarely indicate where the price of a stock could actually be heading. Nvidia (NVDA) is scheduled to report results of its third fiscal quarter after the market close on Wednesday, November 20, with a conference call scheduled for 5:00 pm ET.

What to watch for: EXPECTATIONS: During its lastearnings conference call Nvidia said it saw Q3 revenue of $32.5B plus or minus 2%. GAAP and non-GAAP gross margins are expected to be 74.4% and 75.0%, respectively, plus or minus 50 basis points. For the full year, gross margins are expected to be in the mid-70% range. Current consensus EPS and revenue forecasts for Nvidia’s October-end quarter stand at 75c and $33.13B, respectively, according to data from Yahoo Finance. BALANCED NEAR-TERM RISKS: In a research note ahead of Nvidia’s results, Evercore ISI said it sees the near-term risks as largely balanced and that it is a buyer of Nvidia.

Positive set-up indicators from accelerating bookings at cloud service providers, an upward bias on hyperscale CapEx, as well as the firm’s view that near-term estimates will increase post theearnings call Evercore adds. Negative set-up indicators include decelerating revenue growth, its read of buyside expecting a beat/raise print, and Nvidia outperforming the SPX by 172% year-to-date and by 5% over the past month. Evercore views valuation as a neutral set-up indicator, with Nvidia’s price-to-earnings of 37-times at its 8-year median. DEMAND TRAJECTORY INTACT: Loop Capital keeps a Buy rating and $175 price target on Nvidia ahead of its results on Wednesday. There has been increased “noise” throughout the Gen AI ecosystem of late, but the firm’s analysis suggests that Nvidia’s anticipated demand trajectory remains intact, the analyst tells investors in a research note. GB200 NVL72 at material volume is really a July-September 2025 event, but it may not matter much as the amount of increased Hopper production may outweigh the amount of Blackwell forgone by the push...

ANOTHER BEAT/RAISE SCENARIO: Stifel raised the firm’s price target on Nvidia to $180 from $165 on Tuesday, while keeping a Buy rating on the shares ahead of the company reporting its fiscal Q3 results. Supply chain data points, as well as discussions with industry participants, remain skewed positively and the firm expects “another beat/raise scenario.” While expectations are elevated and this scenario appears to be widely anticipated given... (Bloomberg/Carmen Reinicke) — A slew of Wall Street analysts covering Nvidia Corp. are boosting their expectations for the chipmaker’s stock ahead of its quarterly earnings release due Aug. 27. At least nine analysts have lifted their 12-month price targets on the company this week alone, raising the average price by 3% to nearly $194, the highest on record.

The level implies more than 13% upside from where shares traded at Thursday’s close, according to data compiled by Bloomberg. “What you’re seeing is the recognition that growth at Nvidia is rock solid,” said Brian Mulberry, client portfolio manager at Zacks Investment Management. “Analysts are raising projections because they simply need to; the stock is not going to slow down.” The boosted expectations come amid a selloff in megacap technology companies — Nvidia included — that’s pulled the S&P 500 Index from record highs. Investors are looking to take profits and reallocate to less-risky sectors of the market after several major tech stocks reached sky-high valuations. Rising doubts that the Federal Reserve will cut interest rates in September have fueled the rout ahead of Chair Jerome Powell’s Friday speech.

Nvidia’s shares were lower early Friday, starting the fourth consecutive day of losses, after The Information reported the company has asked component suppliers to halt production related to its H20 AI chip designed specifically... Still, the stock remains up nearly 30% from the company’s last earnings release at the end of May. In the roughly 70% rally from the April tariff-tantrum selloff, Nvidia contributed more than 180 points to the S&P 500’s gain, more than any other member. Andrew Kessel was a breaking news writer for Investopedia until October 2025. He previously covered markets for Proactive Investors, with a focus on small-cap stocks in fintech, healthcare, mining, and other sectors. I-HWA CHENG / Contributor / Getty Images

Nvidia (NVDA) is slated to report fiscal first-quarter results after the market closes Wednesday, with Wall Street expecting a record quarter from the world's second-most valuable company. Analysts on average expect Nvidia to report quarterly revenue of $43.28 billion, 66% higher year-over-year, and adjusted net income of $21.13 billion, or 86 cents per share, up from $15.24 billion, or 61 cents... Wedbush analysts said the chipmaker will continue to be a beneficiary of huge investments in AI infrastructure from hyperscalers like Meta (META), Google parent Alphabet (GOOGL), Apple (AAPL), Amazon (AMZN), and Microsoft (MSFT). Spending on AI “in particular ends up flowing to [Nvidia] which supplies a disproportionate amount of the AI server value,” the analysts said.

What Wall Street Analysts Think Of Nvidia S Stock Ahead Of Earnings

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