What is the latest Nvidia stock forecast after Goldman’s update?

Goldman Sachs sees about a $2 billion FQ4 revenue beat and set a $250 target, roughly 35% upside if execution holds. Our models show a yearly baseline near $246.35, with 3-year around $366.91 and 5-year near $487.25. Near term, monthly and quarterly estimates at $176.59 and $159.70 reflect volatility. Delivery on AI GPU demand and Rubin cadence are key.

What should investors watch in Nvidia’s earnings preview on Feb 25?

Focus on data center growth, the China H200 sales update, and the Rubin roadmap for 2026–2027. Watch supply availability, lead times, and networking attach. Margin commentary, backlog quality, and guidance for Q1 will shape the Nvidia stock forecast. We also track enterprise AI traction and software monetization signals that could support multi-year visibility into 2027.

How does AI GPU demand impact Nvidia’s outlook?

AI GPU demand drives data center revenue, mix, and pricing. Strong orders from cloud providers and leading AI labs can extend backlog and lift margins through high-value configurations and networking attach. This underpins the Nvidia stock forecast, but it relies on timely supply and product transitions. Any slowdown in hyperscaler capex or pricing pressure could narrow upside versus expectations.

Is Nvidia overvalued at today’s multiples?

NVDA trades near 46.7x TTM EPS and 24.8x sales, with exceptional margins. A premium can be justified by leadership in AI accelerators, networking, and software. However, a high bar means missteps on growth, supply, or China could compress multiples. For the Nvidia stock forecast, valuation supports upside if Rubin milestones and AI GPU demand continue to meet or beat expectations.

Global Market Insights

NVDA Stock Today: February 9 – Goldman Sees $2B Beat, 35% Upside

ByDanny Kontos February 10, 2026February 10, 2026

Investors focused on the Nvidia stock forecast got a major update today. Goldman Sachs raised its view, calling for roughly a $2 billion revenue beat in FQ4 and a $250 price target that implies about 35% upside for Nvidia (NVDA). With earnings on Feb 25, attention shifts to 2027 revenue visibility, China H200 sales, and the Rubin GPU ramp in 2026–2027. NVDA last traded near $190.04, about 10% below its $212.19 52-week high. We break down catalysts, valuation, and the trading setup for US investors.