Nvidia GTC 2026 Sparks Fresh NVDA Upside Bets

Nvidia is gearing up for GTC 2026 in San Jose (Mar 16–19) as bull case rhetoric intensifies. Analysts raise targets on expectations for new AI-focused hardware and software updates (HBM4, 3nm inference, Feynman/Rubin platforms, AI Factory, CP/LPU, and CPO optics) that could extend Nvidia’s competitive moat and bolster 2026–27 data-center revenue. Target bumps from Truist ($283), Tigress ($360), and BoA ($300) highlight upside, with NVDA still rated Strong Buy on TipRanks and an average target near $273.61 (~50% upside). The stock has surged ~70% over the past year amid AI infrastructure momentum.