NVIDIA’s Earnings Just Changed My Price Target
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Dividend TalksIndependent analyst profile- Source published
- 27 Aug 2026, 18:44 UTC
- Recorded by Tahlil Plus
- 27 Aug 2026, 21:55 UTC
AI-generated source summary
Nvidia's (NVDA) Q2 FY27 earnings report shows significant growth, with revenue reaching $96.2 billion, a 106% year-over-year increase. The data center segment, driven by hyperscale and AI infrastructure demand, is the primary growth driver, contributing $89 billion, up 117% year-over-year. AI cloud, industrial, and enterprise revenue also saw strong growth. Despite supply constraints and competition, Nvidia projects 70% sales growth next year, with a focus on its Blackwell architecture. Analysts are reacting positively, with price targets raised to $320 and $315 by JPMorgan and Mizuho, respectively, reflecting strong demand for AI infrastructure. The company's ability to maintain high margins and its integrated hardware and software offerings are key strengths. The stock's valuation appears stretched based on some metrics, but the underlying growth story remains compelling.
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