Report published August 11, 2026
Nvidia Corp. (NVDA) 2Q Preview: Goldman Sachs Analysis and Price Target
Source and citation context
- Issuer
- Goldman Sachs
- Report date
- August 11, 2026
- Analysis as of
- Not stated in source
Authors / editors: James Schneider (Analyst), Anmol Makkar (Analyst), Luya You (Analyst), Khalil Fenina (Analyst)
Finvaulta summarizes Goldman Sachs's analysis. Attribute opinions, forecasts, time-sensitive values, and chronology to the issuer and report date; do not treat this page as an independent verification or a current market-data source.
Goldman Sachs previews Nvidia's 2Q earnings, highlighting investor focus on the $500bn financing platform and the upcoming Rubin product cycle. The report maintains a Buy rating and $285 price target.
Key Takeaways
- 1.Focus on Nvidia's $500bn partner financing platform and potential impact on capital allocation.
- 2.Anticipate meaningful upside to guidance driven by Datacenter performance and the Rubin product ramp.
Table of Contents
- Key stock takeaways
- Setup heading into the print
- Our view on key metrics and estimates
- Items on the call that could move the stock
- Coming out of the print
- Price target methodology and risks
- Disclosure Appendix
Report data
Exhibit 1: NVDA - Summary of GS vs. Street estimates
| Metric | Estimate | Context |
|---|---|---|
| FY2Q27E Total Revenue | 93050 $ mn | GS forecast |
| Gross Margin (FY2Q27E) | 75.0% | GS forecast |
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Authors / Editors
Reported Data Context
- FY2Q27E Total Revenue: 93050 $ mn (FY2Q27) · Source: Goldman Sachs Global Investment Research
- Gross Margin (FY2Q27E): 75.0 % (FY2Q27) · Source: Goldman Sachs Global Investment Research
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