Dear Nvidia Stock Fans, Mark Your Calendars for January 5

Core Insights - Nvidia's share price showed volatility in 2025, initially opening lower but later rallying due to strong demand for AI hardware and datacenter solutions, driven by its leadership in the generative AI sector [1][5] Company Overview - Nvidia Corporation is a leader in accelerated computing and AI, known for its pioneering graphics processing unit (GPU) technology that has transformed gaming, data centers, and AI computing [2] - The company is headquartered in Santa Clara, California, and has a market capitalization of approximately $4.6 trillion, making it one of the world's most valuable companies [2] Financial Performance - Nvidia reported a record revenue of $57 billion for Q3 of fiscal 2026, marking a 62% year-over-year increase and a 22% rise from the previous quarter [8] - The datacenter business was the primary growth driver, with revenue reaching $51.2 billion, up 66% from the previous year, reflecting high demand for AI-ready GPUs [9] - Non-GAAP gross margins were around 73.6%, with non-GAAP EPS at $1.30, a 60% year-over-year increase [9] Future Guidance - Management provided optimistic guidance for Q4 of fiscal 2026, projecting revenue of approximately $65 billion, indicating confidence in sustained demand for AI chips and datacenter equipment [10] - Analysts expect EPS to grow by 51.2% year-over-year to $4.43 in fiscal 2026 and by another 56.7% to $6.94 in fiscal 2027 [10] Analyst Sentiment - Following a strategic deal with AI chipmaker Groq, analysts have reaffirmed positive ratings on Nvidia stock, with Mizuho and Bernstein SocGen both maintaining "Outperform" ratings and setting price targets of $245 and $275, respectively [11][12] - The consensus rating for Nvidia is a "Strong Buy," with 44 out of 48 analysts recommending this rating, and an average price target of $256, suggesting a potential upside of 35.6% [13]