‘As Expected,’ Top Analysts Praise Nvidia’s Stellar Q4 Results

FomoAnxiety · 2026-02-26T07:42:20+00:00

Nvidia surpassed sales and earnings estimates driven by AI demand from hyperscalers, with analysts maintaining strong buy ratings and significant upside potential. Continued growth is expected from upcoming products and a robust AI market.

FomoAnxiety

2026-02-26 07:42:20

Abstract generation in progress

Chip giant Nvidia NVDA +1.41% ▲ delivered another solid quarterly performance, beating sales and earnings estimates amid rising AI demand from hyperscalers. TipRanks’ five-star analysts expected Nvidia to surpass expectations, driven by high double-digit data center sales growth. TD Cowen analyst Joshua Buchalter reiterated his Buy rating and $235 price target, implying 20.2% upside potential. Similarly, Mizuho Securities analyst Vijay Rakesh maintained his Buy rating and $275 price target, suggesting 40.6% upside.

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Nvidia Remains TD Cowen’s Top Pick

Buchalter named Nvidia his “Top Pick,” noting it makes “the extraordinary seem ordinary.” The top four hyperscalers are expected to spend $650-$700 billion on capex this year, signaling “all systems go” at NVIDIA.

Buchalter expects growth through 2026, with revenue from Blackwell and Rubin platforms likely surpassing the $500 billion target. He noted that despite solid fundamentals, NVDA stock trades at a discount to historical valuations and peers, with investor skepticism on AI sustainability.

Rakesh Highlights Future Potential

Rakesh highlighted that Nvidia guided Q1FY26 revenue of $78 billion (+/- 2%), well above the $72.6 billion consensus, fueled by strong Blackwell ramps despite zero China revenue. He added that Rubin samples are now with customers and are on track for H2 2026 launch, targeting 10x inference cost reduction versus Blackwell.

Blackwell ramps continue strongly into H1 2026, with Rubin driving H2 and total demand exceeding $500 billion from inference and sovereign AI. He forecasts AI infrastructure market hitting $3 to $4 trillion by 2030, with agentic/physical AI and software-as-a-token driving growth.

Is NVDA a Good Stock to Buy Now?

On TipRanks, Nvidia stock commands a Strong Buy consensus rating based on 34 Buys and one Sell rating. The average Nvidia price target of $267.48 implies 36.8% upside potential from current levels. Over the past year, NVDA shares have surged 49%.

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