Nvidia(US:NVDA) Ge Long Hui·2025-10-30 09:40Core Insights - UBS report indicates that Nvidia's latest demand guidance reflects significantly underestimated market forecasts, raising EPS estimates for 2026 and 2027 to $7.72 and $9.42 respectively [1] - Projected data center revenue is expected to increase from $190 billion this year to $377 billion by 2027, with potential for further upward adjustments if customers place timely orders [1] - D.A. Davidson has also raised Nvidia's target price to $250, highlighting positive market sentiment [2] Revenue and Earnings Projections - UBS has adjusted GPU shipment forecasts to 6 million and 8 million units for 2025 and 2026 respectively, not accounting for the existing billions of dollars in inventory [1] - The estimates do not include potential demand from the Chinese market, which remains uncertain due to export restrictions [1] Profitability and Market Position - Nvidia's ability to maintain profit margins in the foreseeable future will depend on its leading position in the cabinet ecosystem and the pace of demand growth [1] - UBS has raised its target price from $205 to $235 while maintaining a "buy" rating [1]