Nvidia Eyes $400 as Rubin AI Ramp Could Kickstart Rally
TL;DR Summary
Cantor Fitzgerald’s C.J. Muse says Nvidia’s upcoming quarterly results could mark the start of a rally, anchored by a Rubin AI chip ramp and a booming demand for AI compute. With shares trading around 21x 2026 earnings and a backlog-building run into 2027–28, Muse sees upside toward $400 as Nvidia highlights its AI leadership at key events and potentially lifts data-center guidance, though investors remain wary of competition from Google’s TPUs and broader AI-deal headwinds.
- Can Nvidia’s stock approach $400? Here’s why earnings may mark the start of a big rally. MarketWatch
- Where Will Nvidia Be in 1 Year? Yahoo Finance
- Nvidia Earnings on Feb. 25: What History Tells Us About Nvidia Stock's Post-Earnings-Release Moves The Motley Fool
- Nvidia May Be At Risk As Big Tech Capex Concerns Mount (NASDAQ:NVDA) Seeking Alpha
- NVIDIA Analysts Say Buy Ahead of Q4 Earnings, With Conviction MarketBeat
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