By Khac Phu Nguyen
Publication Date: 2026-08-25 19:28:00
This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA), the undisputed king of artificial-intelligence accelerators, jumped approximately 2.4% to $213.53 Tuesday morning. Investor’s Business Daily reported that Raymond James kept its Strong Buy rating and lifted its price target from $330 to $352 ahead of Wednesday’s earnings. The message is loud: Wall Street expects another monster quarter.
Nvidia’s previous quarter generated $81.6 billion in revenue, including a breathtaking $75.2 billion from data centers. Management guided second-quarter revenue to $91 billion, plus or minus 2%, with adjusted gross margin near 75%. Hitting that midpoint requires roughly 11.5% sequential growth. For most companies, that pace would be extraordinary. For Nvidia, investors are treating it like the minimum.
The $352 target points to approximately 64.8% upside, but the stock will need more than another headline beat to get there. Nvidia’s elite GF Score of 95 out of 100 backs the bull case, with towering profitability, growth and financial strength, plus solid momentum. The weak spot is GF Valuea clear warning that investors already pay heavily for dominance. Nvidia must now prove that Rubin, networking and software can keep its moat widening long after the current accelerator boom cools.
