Wall Street Analysts Remain Bullish on Nvidia Ahead of Earnings Report

Wall Street analysts have recently updated their price targets for Nvidia, showing strong confidence in the chipmaker's stock. Despite some market turbulence expected in early 2026, institutional investors remain optimistic about the company's future performance.

Nvidia is a major supplier of computing capacity for artificial intelligence (AI), and it has several positive growth factors working in its favor. Over the past year, the company's data center revenue has increased by nearly 15% each quarter.

Analysts anticipate that Nvidia will release its fourth-quarter fiscal 2026 earnings on February 25, 2026, after the market closes. Many expect the company to exceed its own guidance, based on its track record and the ongoing demand for AI technology.

Analysts point to Nvidia's steady revenue growth, especially in data centers, and its key role in AI technology as reasons for their optimism.

Nvidia is scheduled to report its fourth-quarter fiscal 2026 earnings on February 25, 2026, after the market closes.

The main drivers are strong demand for AI computing power and Nvidia's expanding data center business.

Finbold

The February 18 deluge of Wall Street analyst price targets and rating updates for Nvidia (NASDAQ: NVDA) shows that institutional confidence in the blue-chip chipmaker's stock remains high despite the early 2026 turbulence.

The Motley Fool

Nvidia is a key provider of artificial intelligence (AI) computing capacity. Several bullish catalysts have emerged for the chipmaker over the past few months.

24/7 Wall Street

NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) reports fourth-quarter fiscal 2026 results on February 25, 2026 after market close.

The Motley Fool

Nvidia has gained a reputation for exceeding its own guidance. Data center revenue has been steadily growing, up almost 15% year over year each quarter over the last year.

The Motley Fool

Nvidia has several growth catalysts emerging in 2026. Wall Street analysts are bullish on Nvidia's future.

Zacks Investment Research

Chicago, IL – February 20, 2026 – Zacks.com announces the list of stocks featured in the Analyst Blog. Every day the Zacks Equity Research analysts discuss the latest news and events impacting stocks and the financial markets.

Finbold

Though the immense scale – and apparently circular nature – of the various artificial intelligence (AI) investments, spearheaded by Nvidia (NASDAQ: NVDA), drew much attention in late 2025, the chipmaker's apparent reneging on its $100 billion deal with OpenAI shifted the narrative in early 2026.

Barrons

Nvidia is reportedly close to agreeing a $30 billion investment into OpenAI.

Zacks Investment Research

NVDA's Q4 performance is likely to reflect benefits from soaring AI chip demand from hyperscalers.

The Motley Fool

Nvidia's AI dominance has driven a massive market cap, but a decade is plenty of time for leadership to shift. Alphabet has multiple growth engines, with Google Cloud's AI-driven expansion as a major catalyst.

Investors Business Daily

Nvidia stock has two potential catalysts ahead: its fiscal fourth-quarter results next week and its upcoming GTC conference.

Zacks Investment Research

Get a deeper insight into the potential performance of Nvidia (NVDA) for the quarter ended January 2026 by going beyond Wall Street's top-and-bottom-line estimates and examining the estimates for some of its key metrics.

24/7 Wall Street

Nvidia ( NASDAQ:NVDA | NVDA Price Prediction) has quietly exited its stake in ARM Holdings ( NASDAQ:ARM ).

Zacks Investment Research

NVIDIA is nearing a $30B OpenAI stake, replacing a $100B pact and spotlighting ETFs loaded with the AI chip giant as investors weigh risk and reward.

The Motley Fool

Nvidia's stock is priced at a modest level despite the chipmaker's excellent growth. The enormous artificial intelligence build-out is expected to last far beyond 2026.

PYMNTS

Nvidia is close to finalizing a $30 billion investment in OpenAI that would replace the company's earlier commitment to invest up to $100 billion, which was announced in September, Reuters reported Friday (Feb. 20).

Investors Business Daily

Nvidia stock has been moving sideways and struggling to attract buyers ahead of its earnings report due Wednesday after the close.

Seeking Alpha

Nvidia Corporation remains the dominant force in AI hardware, with robust GPU-driven ecosystem growth and a bullish outlook ahead of Q4 earnings. NVDA's upcoming earnings are pivotal, likely to beat consensus and serve as a catalyst for a breakout above $190-210 resistance. Forward valuation is comp...

Market Watch

The chip maker's investment is a hedge against Google and a way to keep demand for its chips, an analyst says.

Zacks Investment Research

NVDA gears up for Q4 results with $65B revenues in sight, but history hints at post-earnings dips despite AI demand and data center growth.

Schwab Network

Nvidia (NVDA) will inevitably take center stage of Wall Street next week when it reports earnings on Wednesday. Rick Ducat points out the company's underperformance to other AI peers and potential for a pullback between $165 to $170 as a post-earnings possibility.

Schwab Network

Sam Vadas closes out a short week on Wall Street with her final takeaways regarding the continuing fears that AI will disrupt the software sector. She turns to the week ahead where markets have one prime focus: Nvidia's (NVDA) earnings.

Investors Business Daily

The stock market, including the Dow Jones index, rose Friday. The Supreme Court ruling on Trump tariffs was a boost.

The Motley Fool

Tech stocks, including Nvidia, are undergoing turmoil as Wall Street reevaluates artificial intelligence. Nvidia continues to impress, as its fiscal fourth quarter forecast for substantial sales of $65 billion illustrates.

The Motley Fool

Nvidia is capitalizing on massive amounts of AI infrastructure spending. The stock looks fairly priced considering the company's expected revenue and earnings growth.

The Motley Fool

In today's video, I discuss recent updates affecting Nvidia (NVDA +0.94%) and other AI stocks. To learn more, check out the short video, consider subscribing, and click the special offer link below.

The Motley Fool

In the fourth quarter, hedge fund billionaire Israel Englander trimmed his stake in Nvidia and doubled his position in Palantir. Nvidia's dominance in artificial intelligence is fortified by its ability to build full-stack computing systems, and the stock price is reasonable.

Finbold

Nvidia's (NASDAQ: NVDA) powerful multi-year rally may be entering a decisive bearish phase, according to market analyst TradingShot.

The Motley Fool

Nvidia makes up a large part of several key indexes. A successful report from Nvidia will cause other stocks to rise as well.

Finbold

Nvidia (NASDAQ: NVDA) insiders have sold more than $105 million worth of company stock so far in 2026, amid the equity's continued dominance in the artificial intelligence (AI) space.

Seeking Alpha

Nvidia Will Likely Beat, But The Market May Not Like It

The Motley Fool

Nvidia's revenue growth accelerated in its most recently reported quarter, and guidance called for more strong growth in fiscal Q4. Big tech is planning unusually heavy spending on data centers in 2026, supporting the bull case for near-term GPU demand.

The Motley Fool

Nvidia is thriving in the AI-fueled environment. Microsoft is an absolute bargain at these prices.

The Motley Fool

Hyperscalers are investing heavily in new data centers to meet the growing demand for AI. CEO Jensen Huang sees the buildout of more AI applications driving more demand for his company's technology.

The Motley Fool

Nvidia has invested in Brookfield's first AI infrastructure fund. Brookfield also launched a new cloud services company that's building with Nvidia's designs.

WSJ

The move marks a return to the consumer PC market for the leader in AI chips.

Finbold

Insights from OpenAI's artificial intelligence (AI) platform ChatGPT project further upside for Nvidia (NASDAQ: NVDA) heading into early March, with a possible move above $200. The outlook factors in the potential impact of Nvidia's earnings, scheduled for February 25.

Investopedia

Earnings from Nvidia, the world's most valuable company, and President Donald Trump's State of the Union address take center stage this week.

CNBC

TipRanks names three stocks that analysts believe are set to perform well despite the recent market noise around AI disruption.

The Motley Fool

Meta Platforms has significantly raised its 2026 capex, and Nvidia is poised to become a big beneficiary of the tech giant's increased spending. Meta is going to place orders for millions of Nvidia's chips this year.

Schwab Network

Ken Mahoney describes a “perfect storm” in markets between AI capex, economic data, and geopolitical worries. He looks ahead to Nvidia (NVDA) earnings, due next Wednesday, and what the Street is anticipating from the report and guidance.

Seeking Alpha

NVIDIA faces a mechanically unfavorable setup post-earnings due to extremely bullish options positioning and high implied volatility. Implied volatility is expected to collapse from ~60% to ~30% after results, dramatically reducing call and put premiums regardless of earnings outcome. NVDA shares mu...

The Motley Fool

Nvidia has a history of beating Wall Street's expecations. It continues to enjoy insatiable demand for its products.

The Motley Fool

Nvidia will report its 2026 fiscal fourth-quarter and full-year results after the market closes on Wednesday, Feb. 25. With AI companies facing market concerns, investors will be anxious for a look under the hood of the AI leader.

The Motley Fool

Investors have rushed to get in on AI stocks in recent years, and this has fueled gains in the S&P 500. Many stocks surged in a very short period of time.

The Motley Fool

Excitement about the groundbreaking potential of AI has fueled the market's blistering run over the past three years. Fears that AI could displace a wide range of software offerings have sent some stocks plummeting.

The Motley Fool

Form 13Fs are filed quarterly and allow investors to track which stocks Wall Street's savviest fund managers have been buying and selling. Four prominent billionaire money managers collectively sent over 4.6 million shares of Nvidia stock to the chopping block during the fourth quarter.

Forbes

Nvidia's revenue expansion has been remarkable. Sales increased by 114% in FY'25.

The Motley Fool

Meta is on track to deploy millions of Nvidia's chips in its AI data centers this year, which is good news for infrastructure stocks. Analysts already anticipate an exponential increase in infrastructure stock Nebius' revenue this year.

Finbold

Despite Nvidia's (NASDAQ: NVDA) $4.3 trillion growth since late 2022 and a history of beating analyst forecasts with its earnings reports, investing in NVDA stock ahead of the filings has become a fraught affair.

Barrons

White House defends trade deals, Hassett walks back demands for discipline of Fed researchers, takeover battle for Warner Bros. could wrap up soon, and more news to start your day.

Investors Business Daily

AI stocks have been volatile in 2026. Earnings reports this week from Nvidia, CoreWeave, Snowflake and Salesforce could decide what's next.

Barrons

Nvidia shares could get a boost from SK Hynix's reported memory chip expansion.

Schwab Network

This week's focus surrounds Nvidia's (NVDA) earnings report out after Wednesday's close. Kevin Green and Jenny Horne discuss the consolidation taking place in the AI semiconductor stock's share price.

Benzinga

Shares of Nvidia Corp (NASDAQ: NVDA) have stalled in recent months — but JPMorgan analyst Harlan Sur says the AI chipmaker's fundamentals are still accelerating.

Zacks Investment Research

When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?

Zacks Investment Research

NVDA readies for Q4 results, with $65B revenues in sight, as booming AI datacenter chip demand fuels surging earnings expectations.

Proactive Investors

Nvidia Corp (NASDAQ:NVDA, XETRA:NVD) reports fourth-quarter results on Tuesday after the US market closes, and Wedbush Securities has a pointed question heading into the numbers: When will investor sentiment actually shift? The US broker maintains its outperform rating and $230 price target, against...

Invezz

Nvidia stock (NASDAQ: NVDA) ticked higher on Monday as Wall Street headed into the chipmaker's Feb. 25 earnings report with expectations already sky-high. The rally came as the analysts are modeling roughly $65 billion-plus in quarterly revenue, a level that would again underline how central Nvidia...

Seeking Alpha

According to Visible Alpha consensus, NVIDIA Corp.'s total revenues for fiscal Q4 2026 are expected at $57.0 billion. The expected revenue growth continues to be driven by strong demand for its GPUs from cloud service providers and the move to accelerated computing in the data centers for AI.

Zacks Investment Research

We cap off "Mag 7" earnings with Wednesday afternoon's NVIDIA (NVDA) Q4 report, and see new PPI data at the end of the week.

Market Watch

Investors have moved on to other AI opportunities, an analyst says. That presents an opportunity to get Nvidia's stock at a discount.

Forbes

Advanced Micro Devices dropped -20% over the last month. You might feel inclined to purchase more, or you may wish to decrease your investment exposure.

Investors Business Daily

The AI chip company will report its fourth-quarter results on Wednesday after market close.

Investors Business Daily

Aletheia Capital upgraded Nvidia stock to buy from hold, two days before the AI chipmaker's fiscal Q4 earnings report.

Zacks Investment Research

From the sold-out Blackwell ramp to the untapped potential of a China reopening, NVIDIA remains the king in a scorching-hot AI industry.

Investopedia

Nvidia is set to report earnings after the closing bell Wednesday, with traders anticipating a sizable move from the AI chipmaker's stock.

Seeking Alpha

The breakdown of Nvidia Corporation's $100 billion AI deal with OpenAI could indicate that NVDA has more profitable options for its superior GPUs. The unprecedented capital investments from hyperscalers highlight the capacity constraints of the AI industry, validating the pricing power of NVDA. When...

Investors Business Daily

While Wall Street awaits Nvidia earnings, IPO Leader Amer Sports also enters the spotlight alongside the AI giant on Wednesday.

CNET

The Wall Street Journal reports the graphics and AI chip giant will soon take on Intel, AMD, Qualcomm and Apple for consumer laptop chip supremacy.

The Motley Fool

The vast majority of people betting on Nvidia's operating earnings expect the company to beat Wall Street analysts. This is not a surprise, considering Nvidia usually beats estimates.

Seeking Alpha

Nvidia Corporation is poised for blockbuster earnings, with a Buy rating and a $245 price target reiterated ahead of its report. Hyperscaler capex is surging, yet NVDA's stock lags due to investor fears of custom ASIC competition and perceived cycle peaking. NVDA's competitive edge lies in performan...

24/7 Wall Street

Chipmakers like Nvidia ( NASDAQ:NVDA | NVDA Price Prediction ) were the early winners in the artificial intelligence (AI) boom, as companies scrambled to acquire advanced processors for training and running AI models.

24/7 Wall Street

NVIDIA (NASDAQ: NVDA | NVDA Price Prediction) has produced one of the most extraordinary wealth-creation runs in stock market history.

Zacks Investment Research

TSM, Micron and Supermicro are outpacing NVDA as AI-driven data center demand, chip shortages and margin gains power bold revenue and earnings forecasts.

PYMNTS

Nvidia is collaborating with several companies to bring accelerated computing and artificial intelligence to cybersecurity systems in the energy, manufacturing, transportation and utilities sectors. These operational technology (OT) environments and industrial control systems (ICS) are adopting ente...

The Motley Fool

Nvidia's Rubin platform is arriving just as the AI race is pivoting from training to inference. Customers have already lined up for Rubin, and Nvidia's sales could double by the end of next year.

The Motley Fool

The S&P 500 (^GSPC 1.04%) fell 1.04% to 6,837.75, the Nasdaq Composite (^IXIC 1.13%) lost 1.13% to 22,627.27, and the Dow Jones Industrial Average (^DJI 1.66%) dropped 1.66% to 48,804.05 as tariff shock and AI anxiety pressured risk assets.