Analysts perplexed as Nvidia fails to rally after “largest, cleanest beat” ever

Go back to Analysts perplexed as Nvidia fails to rally after “largest, cleanest beat” ever

RBC Capital on NVIDIA (NVDA): 'stock is already discounting a significant AI spending slowdown at current levels'

February 26, 2026 1:20 PM EST

RBC 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 EST

Needham 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