Analyst Sees No Nvidia Upside Pre-Earnings

๐กOnly sell-rated analyst predicts no Nvidia upside before key earningsโsignal for AI infra bets
โก 30-Second TL;DR
What Changed
Jay Goldberg of Seaport Global is sole analyst with sell rating on Nvidia
Why It Matters
Bearish analyst call may heighten volatility around Nvidia earnings, impacting investor confidence in AI chip leader. AI practitioners dependent on Nvidia GPUs could face procurement cost pressures if stock dips signal supply concerns.
What To Do Next
Monitor Nvidia Q2 earnings call for Blackwell GPU production updates affecting your inference workloads.
๐ง Deep Insight
Web-grounded analysis with 7 cited sources.
๐ Enhanced Key Takeaways
- โขAnalyst consensus across 37-64 firms rates Nvidia as Strong Buy or Buy, with average 12-month price targets ranging from $222 to $257, implying 19-39% upside from recent prices around $191[1][2][3][4][5].
- โขRecent bullish reiterations include D.A. Davidson ($250 target), Goldman Sachs ($250), and Morgan Stanley (Overweight, $250), citing 63-65% revenue growth, low PEG ratio of 0.79, and strong AI demand[2][3].
- โขNvidia projected fiscal Q3 revenue of $65 billion (ยฑ2%), exceeding consensus, amid China H200 chip import approval and $2B CoreWeave investment for AI factories[1].
๐ฎ Future ImplicationsAI analysis grounded in cited sources
โณ Timeline
๐ Sources (7)
Factual claims are grounded in the sources below. Forward-looking analysis is AI-generated interpretation.
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- investing.com โ Da Davidson Reiterates Nvidia Stock Rating Citing 2026 Peak View 93ch 4520952
- capital.com โ Nvidia Nvda Stock Forecast 19 02 2026
- public.com โ Forecast Price Target
- marketbeat.com โ Forecast
- tipranks.com โ Good News Either Way Says Analyst As Nvidia Stock Nvda Gets Upgrade
- zacks.com โ Heres Why Nvidia Nvda Is a Strong Growth Stock
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Original source: Bloomberg Technology โ



