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Nvidia Research

Finvaulta tracks 478 research reports on Nvidia, updated through August 27, 2026. Latest: “Intelligence Weekly: NVIDIA - Strong FY28 Revenue Guidance Offsets Gross Margin Headwinds”.

The outlook for Nvidia is underpinned by a historic AI buildout, with hyperscaler capital expenditures projected to reach $1 trillion annually by 2028. This massive investment cycle drove a 23% year-over-year increase in US earnings, led predominantly by the tech sector despite a backdrop of sticky inflation and hawkish central bank pivots. While institutional flows show strong buying in US large-cap core products, asset managers have recently reduced exposure to the Nasdaq 100 as rate cut expectations are pushed into late 2026. Acceleration in AI monetization via cloud providers is also creating secondary demand for power infrastructure and grid resilience to support expanding data center footprints. Consequently, research indicates a tactical preference for AI beneficiaries and US equities over long-term Treasuries in a supply-constrained environment characterized by 'speed and scarcity.' These themes suggest that while volatility remains a factor in liquid large-cap markets, the structural demand for AI infrastructure continues to be a primary global growth driver.

Featured reports

Intelligence Weekly: NVIDIA - Strong FY28 Revenue Guidance Offsets Gross Margin Headwinds

UBS·Aug 27, 2026

NVIDIA delivered a strong 2QFY27 beat and provided FY28 revenue growth guidance of approximately 70%, well above consensus of 42%. While higher memory costs are creating gross margin headwinds, UBS expects substantial positive earnings revisions and maintains a constructive view on NVIDIA and the broader AI theme.

NVIDIA Corporation: Solid Beat and Raise, FY28 Framework Points to Rapid Growth

J.P. Morgan·Aug 27, 2026

NVIDIA reported robust F2Q27 results and guided F3Q27 above Street expectations, driven by strong Data Center demand and the initial ramp of Vera Rubin. J.P. Morgan reiterated its Overweight rating and raised its price target to $320 based on an updated FY28 growth framework of ~70% Y/Y.

Nvidia Corp. (NVDA): Strong 2027 Outlook, Transparency on Commitments, and Gross Margin Visibility Should Drive Outperformance

Goldman Sachs·Aug 26, 2026

Goldman Sachs reiterates its Buy rating on Nvidia Corp. (NVDA) and raises its 12-month price target to $300 from $285 following 2Q results that beat expectations. The firm highlights robust CY27 revenue growth guidance of 70% and gross margin visibility of 72%–73% as primary catalysts for continued stock outperformance.

Nvidia Corp.: Strong 2027 Outlook, Transparency on Commitments, and Gross Margin Visibility Should Drive Outperformance

Goldman Sachs·Aug 26, 2026

Goldman Sachs reiterates its Buy rating on Nvidia (NVDA) and raises its 12-month price target to $300 from $285 following stronger-than-expected 2Q results and CY27 revenue growth guidance of 70%. Management's gross margin guidance of 72%-73% for CY27 and increased transparency around customer financial commitments provide a clear path for outperformance.

NVIDIA Corporation: F2Q27 Preview

J.P. Morgan·Aug 24, 2026

J.P. Morgan previews NVIDIA's F2Q27 earnings, forecasting revenue of $94-95B and F3Q27 revenue guidance of $107-108B ahead of consensus, while reiterating an Overweight rating and $280 price target. The firm notes that stock reaction will hinge on management's commentary regarding ASIC competition, memory supply constraints, and China H200 deliveries.

NVIDIA Corporation F2Q27 Preview: Beat-and-Raise Expected with GB300 Ramp and Vera Rubin on Track

J.P. Morgan·Aug 24, 2026

J.P. Morgan previews NVIDIA's F2Q27 earnings, forecasting revenue of $94B-$95B vs. $92.1B consensus and F3Q guidance of $107B-$108B vs. $104.5B consensus. The firm reiterates an Overweight rating and $280 price target based on solid product ramps and undemanding valuation multiples.

US Semiconductors Core Wars Q2 Preview

Bank of America·Jul 13, 2026

The semiconductor sector faces a bifurcation: strong growth in AI server CPUs is offsetting persistent declines in PC and smartphone units. The server CPU TAM is projected to reach $170bn by 2030, with ARM-based chips gaining significant share over x86 incumbents.

Nvidia Corp Computex Day 1 All About Cpus

Citi·Jun 10, 2026

Nvidia debuted its Vera CPU and production-ready Vera Rubin AI platform at Computex, emphasizing high-performance agentic AI capabilities. The firm maintains a positive outlook, citing a new CPU bottleneck paradigm.

Global Reflections

Morgan Stanley·Sep 5, 2026

European Equity Strategy: What If the Fed Hikes in September?

Bank of America·Sep 4, 2026

US Market Intelligence Morning Briefing

J.P. Morgan·Sep 4, 2026

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