UBS Lifts Nvidia Price Target, Sees Strong Earnings Report Ahead
Swiss investment bank UBS raised its price target on AI-chip leader Nvidia and said it expects strong figures from the company in the upcoming earnings cycle. Analysts pointed to continued momentum in data-centre orders. The move follows fresh record highs for Nvidia shares.
UBS analysts have raised their price target on AI-chip leader Nvidia once again, telling clients they expect the company to beat revenue and margin expectations in its next quarterly report. The call lands as hyperscaler customers continue to lift their capital expenditure plans.
The analysts said demand visibility for the Blackwell and next-generation platforms now extends into the second half of 2026. Networking and software revenue are expected to add to growth alongside core data-centre orders.
Nvidia shares continued to trade near their recent record after the note was published. The earnings release is being treated as a directional moment for the wider US semiconductor index.
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