Xin Lang Cai Jing·2026-02-09 08:19Core Viewpoint - Goldman Sachs anticipates Nvidia will deliver a revenue "surprise" of $2 billion in Q4 of fiscal year 2025, with earnings also expected to exceed market expectations [1] Revenue Projections - Goldman Sachs analysts project Nvidia's Q4 revenue will reach $67.3 billion, surpassing previous forecasts by approximately $2 billion [1] - The revenue forecast for Q1 is also above market consensus by 8% [1] Earnings Per Share (EPS) Expectations - EPS predictions for Q4 and Q1 are expected to exceed market estimates by 5% and 9%, respectively [1] Market Sentiment and Stock Price Target - Despite strong quarterly performance, Goldman Sachs warns that the market may have already priced in these results, shifting investor focus to guidance for 2026 and 2027 [1] - The firm sets a target price of $250 for Nvidia, indicating a potential upside of about 35% from the closing price on February 6 [1] Product Launch and Growth Outlook - Analysts expect the Rubin GPU to begin shipping in Q3 of 2026, with significant volume expected in Q4 and beyond, supporting strong growth for the company at least until 2028 [1]