Please do your own research "Wall Street remains highly optimistic heading into Nvidia’s upcoming earnings report. Analysts forecast adjusted EPS around $1.02 and revenue surging over 50% year-over-year, around $46.45 billion .
• Although export restrictions to China may cost Nvidia several billion dollars, a 15% revenue-sharing deal for H20 chip sales could provide relief .
• Market confidence is supported by bullish price targets many above $200, some even up to $225 and nearly all surveyed analysts rate NVDA a “buy” .
• Citi recently raised its price target to $190, citing surging demand in the sovereign AI space, where Nvidia is deeply involved .
• That said, concerns persist: valuations are elevated (trading at 36–56× forward earnings), and China restrictions, along with any AI valuation reevaluation, remain risks in
Conclusion, Nvidia continues to sit at the center of the AI infrastructure boom. The imminent ramp of GB300, anticipated introduction of Rubin, and robust AI demand especially in sovereign and enterprise sectors paint a compelling long-term story. That said, near-term execution and Nvidia’s response to regulatory and valuation pressures will be critical.
The upcoming earnings call (likely August 27) is shaping up to be a defining moment: investors will be scrutinizing not only the numbers, but also how confidently Nvidia sets expectations for GB300 ramp and Rubin trajectory.
Would you like to dig into peer comparisons (e.g., AMD), sovereign AI opportunities, or how these chip cycles may affect valuation trends."
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