Goldman Sachs Expects Beat and Raise Quarter for NVIDIA (NVDA)
NVIDIA Corporation (NASDAQ:NVDA) ranks among the best high growth high margin stocks to buy now. On February 5, Goldman Sachs revised its Buy rating for NVIDIA Corporation (NASDAQ:NVDA), with a $250 price target. The firm anticipates a beat-and-raise quarter for the tech giant, citing strong industry supply/demand trends, though it admits that projections for outperformance have already become high.
Goldman Sachs believes that near-term stock price growth will be dependent on insight into 2027 revenue, as the upside potential for 2026 has already been built into the stock. The firm highlighted several possible catalysts for higher earnings in the first half of 2026, including sustained positive adjustments to hyperscaler capital expenditure through 2027 and growing trust in demand from unconventional clients like AI giants OpenAI and Anthropic.
Additionally, Goldman Sachs emphasized that NVIDIA’s tech superiority might be strengthened by the impressive performance outcomes of new large language models trained on the company’s Blackwell architecture.
NVIDIA Corporation (NASDAQ:NVDA) designs and sells specialized processors, initially for gaming but now also crucial for AI, data centers, professional visualization, and the automotive industry.
While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
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