AMD stock surges 14% on Meta AI partnership deal
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RBC Capital on NVIDIA (NVDA): 'stock is already discounting a significant AI spending slowdown at current levels'
February 26, 2026 1:20 PM ESTRBC Capital analyst Srini Pajjuri reiterated an Outperform rating and $250.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "We are surprised by the stock reaction post a solid 4QFY26 earnings report, which we attribute to broader AI spending... More
Needham on NVIDIA (NVDA): 'Strength Across Both Compute and Networking Drives Another Beat and Raise'
February 26, 2026 6:23 AM ESTNeedham analyst Rajvindra Gill reiterated a Buy rating and $240.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "NVIDIA delivered a F4Q26 beat, while F1Q27 revenue was also well above expectations driven by continued strength across the data center portfolio.... More
Goldman Sachs on NVIDIA (NVDA): 'Strong guidance should sustain a move higher in the stock'
February 25, 2026 4:54 PM ESTGoldman Sachs analyst James Schneider reiterated a Buy rating and $250.00 price target on NVIDIA (NASDAQ: NVDA).
The analyst comments "Key stock takeaways: We expect the stock to trade higher following a stronger quarter and guidance relative to the Street, and against relatively bullish... More
Rosenblatt on AMD/META: 'Partnership is Major Milestone Further Validating AMD Instinct GPUs'
February 24, 2026 12:52 PM ESTRosenblatt analyst Kevin Cassidy reiterated a Buy rating and $300.00 price target on AMD (NASDAQ: AMD).
The analyst comments "We view the expanded partnership with Meta as very positive for AMD's Instinct GPU and EPYC CPU families. This multi-year, multi-billion dollar agreement solidifies AMD's... More
