UBS makes bold new call on Nvidia stock [Yahoo! Finance]
NVIDIA Corporation (NVDA)
Last nvidia corporation earnings: 2/13 04:20 pm
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Source: Yahoo! Finance
When UBS speaks on Nvidia Wall Street listens. In a March 2 research note, UBS analyst Timothy Arcuri reiterated a Buy rating on Nvidia ( NVDA ) with a $245 price target. That is nearly 40% upside from where shares were trading at the time. The call came after Arcuri met with Nvidia CFO Colette Kress during a UBS semiconductor bus tour. What he heard did not spook him. It made him more bullish. Here is what is driving that confidence. Nvidia just posted one of the biggest quarters in tech history On Feb. 25, Nvidia reported record quarterly revenue of $68.1 billion for the fourth quarter of fiscal 2026. That is up 73% from a year earlier and up 20% from the prior quarter. It beat Wall Street's estimate of $66.2 billion by nearly $2 billion. Data center revenue came in at $62.3 billion, up 75% year over year. Gross margins held firm at 75%. That last number matters. Skeptics have spent months predicting a margin squeeze from rivals like Google and Broadcom. It has not happ
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News
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- Nvidia's Earnings Prove Why It's Earned Its Spot [Seeking Alpha]Seeking Alpha
NVDA
Earnings
- 2/25/26 - Beat
NVDA
Sec Filings
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- 3/4/26 - Form 4
- NVDA's page on the SEC website