Highlights

  • UBS reaffirms Buy rating on NVIDIA with a USD 235 target price.
  • Several brokerages revise estimates after latest earnings release.
  • Consensus rating remains Buy with broad analyst coverage.

UBS Group has reiterated its Buy rating on NVIDIA Corporation (NASDAQ:NVDA), according to a research note shared on Thursday. The brokerage also kept its target price at USD 235, reinforcing its recent assessment of the semiconductor and computing hardware company. The latest update comes as analysts continue to revise expectations following the company’s recent quarterly performance and ongoing demand trends in data center and artificial intelligence markets.

Analyst Community Remains Active

Other firms have issued updates as well. Rosenblatt Securities raised its price target from USD 240 to USD 245, retaining a Buy stance. Wedbush increased its target to USD 230 from USD 210, while continuing to assign an Outperform rating. Mizuho also lifted its target to USD 245 from USD 235, maintaining an Outperform view. BNP Paribas Exane made similar adjustments, increasing its target from USD 240 to USD 250. Robert W. Baird set one of the higher estimates in the recent round of reports, placing a USD 275 objective on the stock alongside an Outperform rating.

Overall sentiment remains favorable across the analyst community. Based on data compiled by MarketBeat, NVIDIA currently holds a consensus rating of “Buy,” drawn from a mix of Strong Buy, Buy, Hold, and a single Sell rating. The average target price stands at USD 253.72, reflecting ongoing analyst revisions through recent sessions.

Earnings Performance and Forecasts

NVIDIA posted its quarterly results on November 19. The company reported earnings per share of USD 1.30, ahead of analyst expectations of USD 1.23. Revenue reached USD 57.01 billion, surpassing consensus projections of USD 54.66 billion and marking a 62.5% increase over the same period last year. Net margin was reported at 52.41%, while return on equity reached 101.74%. For comparison, the company delivered USD 0.81 EPS in the year-ago quarter. NVIDIA has also issued guidance for Q4 2026 that centers on earnings performance, and analysts currently project full-year EPS of 2.77.