
Nvidia Eyes AI-Driven Upside Ahead of Q4 Earnings
NVDA is expected to see a typical $2–3 billion upside to Q4 FY26 and Q1 FY27 sales, supporting a Buy rating and a $265 price target (roughly 40% upside). The company is projected to post about $65.6 billion in Q4 revenue and $1.52 EPS as AI demand accelerates, GB300 Ultra drives growth, and cloud capex rises; with China now included, Nvidia’s total addressable market could approach $4 trillion, underscoring its leadership in AI platforms.







