Keyword → Goldman Sachs analysis

Feb 9, 2026

Goldman Sachs Elevates Nvidia Outlook Ahead of Critical February 25 Earnings Report

Goldman Sachs projects Nvidia will deliver a $2 billion revenue beat in its February 25 earnings report, with fiscal fourth-quarter revenue forecast at $67.3 billion. The investment bank maintains a $250 price target implying 35% upside, citing accelerating hyperscaler capital expenditure and strong AI chip demand as key drivers.

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Nvidia earnings semiconductor forecast Goldman Sachs analysis AI chip demand GPU market data center infrastructure hyperscaler spending technology sector

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