Nvidia Surges on Record Earnings and Bullish Analyst Targets Amid AI Dominance
February 26, 2026·3 min
The episode opens with NVIDIA stock trading at $195.92 USD with shares moving between $192.72 and $203.49. Trading volume reached 250,390,000 shares, significantly exceeding the average daily volume. This activity followed NVIDIA's earnings release on February 25, 2026, where the company announced record fourth-quarter revenue of $68.1 billion. This beat expectations of $66.21 billion and included guidance for $78 billion in the next quarter. Data center revenue showed remarkable growth, increasing 75.1% to $62.3 billion, which was attributed to artificial intelligence demand. Analyst reactions were predominantly bullish, with Goldman Sachs maintaining a buy rating and $250 price target. HSBC adjusted their target to $310 USD from $320 USD, citing strong growth prospects. MarketBeat reported an average price target around $267.50 and mentioned positive buzz about the Vera Rubin AI system promising 10 times better performance. Analyst Jeff Pugh at Barchart raised his target to $295 USD ahead of the GTC conference, expecting robust Blackwell demand. DeepSeek AI forecasted a year-end price of $280 USD. The episode also noted insider selling of 1.61 million shares over three months. Competition from hyperscalers like Meta turning to advanced microdevays was mentioned as a potential challenge. Despite these factors, NVIDIA's artificial intelligence dominance was described as keeping momentum strong. The stock has risen significantly from a 52-week low of $86.62, with market capitalization near $4.82 trillion. The episode concludes with promotional content for various services before ending as a Quiet Please production.
