Top Analyst Boosts Nvidia Price Target Ahead of Q2 Earnings

Analysts raise targets as Nvidia prepares to report Q2 FY26 results, citing strong AI demand and attractive valuation.

Top Analyst Boosts Nvidia Price Target Ahead of Q2 Earnings

A wave of bullish price targets is ahead of Nvidia's Q2 FY26 results on August 27. An Evercore analyst raised Nvidia's price target from 190 to 214 and kept a Buy rating, saying the stock offers attractive valuation. The move implies roughly 20% upside and reinforces Nvidia's appeal after a year of strong AI-driven GPU demand.

Another firm, Wedbush, lifted its target to 210 from 175 and also retained a Buy. The team points to hyperscale AI spending as a key driver. Wall Street's current consensus shows Nvidia with a Strong Buy tilt, with 35 Buys, 3 Holds and 1 Sell, and expects Q2 FY26 EPS of about $1.01 on revenue near $45.9 billion.

The targets reflect a market conviction that Nvidia will stay at the center of AI growth. Still, high prices raise the risk of a pullback if AI momentum slows or if regulatory or geopolitical issues affect demand. Nvidia’s potential heft in the S&P 500 raises the stakes for investors, as a single stock could sway index flows and market sentiment. The company’s unique mix of hardware, software and networking gives it a durable position, but the road ahead remains uncertain.

Highlights

Nvidia’s story continues to shape market expectations about AI momentum