Overview
- CEO Jensen Huang indicated at a March 4 conference that Nvidia is likely done writing large equity checks to AI developers, after trimming a previously discussed OpenAI commitment to about $30 billion and completing a $10 billion Anthropic stake in November.
- Ivan Feinseth of Tigress Financial raised his 12‑month Nvidia target to $360 with a Strong Buy, citing more than $650 billion in 2026 hyperscaler capex and pointing to GTC on March 16–19 as the next catalyst.
- Countering the most bullish views, Deutsche Bank lifted its target only to $220 on February 26 and kept a Hold rating, reflecting debate over the durability of growth.
- Nvidia reported record Q4 FY‑2026 revenue of roughly $68.1 billion, up 73% year over year, and guided Q1 FY‑2027 revenue to about $78 billion with gross margins near 75%.
- Shares recently traded near $183, roughly 22 times forward earnings, as the company leans on its dominant GPU ecosystem (CUDA, NVLink) and prepares the Rubin platform targeted for later this year.