Overview
- Nvidia’s fiscal Q4 2026 topped forecasts with $68.1 billion in revenue and $1.62 adjusted EPS, and it guided to about $78 billion this quarter with roughly 75% gross margins, excluding China sales.
- Morgan Stanley reinstated Nvidia as its top semiconductor pick with a $260 target, arguing the stock’s muted move versus sharply rising estimates presents a “surprisingly good” entry point.
- UBS kept a Buy at $245, citing an order backlog stretching into 2027 and inventory commitments that it says could support future quarters approaching $100 billion in revenue.
- Billionaire Leo KoGuan disclosed the purchase of 1 million Nvidia shares and said he plans to add, calling AI’s buildout the beginning rather than a bubble.
- Investors look to Nvidia’s GTC on Mar. 16–19 for product roadmap clarity, as sector read‑throughs continue with Broadcom forecasting Q2 revenue near $22.0 billion and AI chip sales of about $10.7 billion.