Earnings reaction · NVDA

How analysts reacted to NVIDIA’s results

NVIDIA reported on February 25, 2026 (quarter ended Jan 2026). In the next sessions, 20 Wall Street firms published notes: 7 raised their price target and 12 kept it unchanged; none cut. The median target of the 19 firms with a before-and-after figure went from $250 to $275 (+10%). The shares fell 5% on Feb 26, the first session after the report.

Feb 25, 2026 reported20 firms7 raised0 cut
Median target$250 → $275+10% · 19 firms
Target changes7 raised0 cut · 12 kept
Share move−5%Feb 26 · $195.56 → $184.89
EPS vs consensusBeat 8%1.57 vs 1.45 expected

Every firm’s call 20

The first note from each firm in the session that reacted to the results and the next two, with its previous target. Since then the shares have gained 29% ($239.24 on Oct 6), against a median target of $275 from these firms. NVIDIA consensus today

Before After Share price
RosenblattBuy$245$300+22%Feb 26
CitiBuy$270$300+11%Feb 26
BernsteinBuy$275$300+9%Feb 26
BairdBuy$275$300+9%Feb 26
Raymond JamesBuy$272$291+7%Feb 26
Morgan StanleyBuy$250$260+4%Feb 26
TruistBuy$275$283+3%Feb 26
MizuhoBuy$275$275KeptFeb 26
RBC CapitalBuy$250$250KeptFeb 26
UBSBuy$245$245KeptFeb 26
TD CowenBuy$235$235KeptFeb 26
StifelBuy$250$250KeptFeb 26
CantorBuy$300$300KeptFeb 26
DA DavidsonBuy$250$250KeptFeb 26
Piper SandlerBuy$225$225KeptFeb 26
NeedhamBuy$240$240KeptFeb 26
Itau BBAHold$218$218KeptFeb 26
Wolfe ResearchBuy$275$275KeptFeb 26
KeyBancBuy$275$275KeptFeb 26
Goldman SachsBuy$250——Feb 26

Earlier NVIDIA reports

Reported Aug 26, 202616 of 23 raised targetsMedian target +5%Shares +9%Reported May 20, 202616 of 21 raised targetsMedian target +9%Shares −2%Reported Nov 19, 20252 of 4 raised targetsMedian target 0%Shares −3%

Latest earnings reactions

MicronSep 3020 of 24 kept targetsMedian target +1%Shares +3%OracleSep 106 of 12 kept targetsMedian target +1%Shares −5%BroadcomSep 27 of 18 raised targetsMedian target +3%Shares −3%NIOSep 14 of 4 cut targetsMedian target −29%Shares −5%MarvellAug 275 of 11 raised targetsMedian target 0%Shares −10%Li AutoAug 266 of 7 cut targetsMedian target −10%Shares −1%

All earnings reactions

How this works: the earnings date and EPS figures come from Nasdaq. The calls are the notes in our database from the session that reacted to the results and the next two, one per firm (its first); for reports after the close, notes dated the report day are treated as previews and left out. “Before” is the previous target quoted in the note or, if missing, the firm’s last target in our database. The median target uses firms with both figures. The share move compares the close before the reaction session with the close of the session that moved most (the report day or the next one). Which firms’ targets come true

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