Goldman Sachs Expects Beat and Raise Quarter for NVIDIA (NVDA)

Core Viewpoint - NVIDIA Corporation (NASDAQ:NVDA) is identified as a top high growth, high margin stock, with Goldman Sachs revising its Buy rating and setting a price target of $250, anticipating a strong quarter driven by favorable supply/demand trends in the industry [1] Group 1: Stock Performance and Projections - Near-term stock price growth for NVIDIA is expected to hinge on insights into 2027 revenue, as the potential for 2026 has already been factored into the stock price [2] - Goldman Sachs has identified several catalysts that could lead to higher earnings in the first half of 2026, including sustained positive adjustments to hyperscaler capital expenditure through 2027 and increasing demand from unconventional clients such as AI companies OpenAI and Anthropic [2] Group 2: Technological Advancements - NVIDIA's technological edge may be further enhanced by the successful outcomes of new large language models developed on the company's Blackwell architecture [3] - The company designs and sells specialized processors that are essential not only for gaming but also for AI, data centers, professional visualization, and the automotive sector [3]