How analysts reacted to NVIDIA’s results
NVIDIA reported on May 20, 2026 (quarter ended Apr 2026). In the next sessions, 21 Wall Street firms published notes: 16 raised their price target and 4 kept it unchanged; none cut. The median target of the 20 firms with a before-and-after figure went from $275 to $300 (+9%). The shares fell 2% on May 21, the first session after the report.
Every firm’s call 21
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 8% ($237.47 on Oct 7), against a median target of $300 from these firms. NVIDIA consensus today
| Before After Share price | ||||||
|---|---|---|---|---|---|---|
 Baird | Buy | $300 | $500 | +67% | May 21 | |
 StoneX | Buy | $250 | $335 | +34% | May 21 | |
 Argus | Buy | $220 | $270 | +23% | May 21 | |
 Stifel | Buy | $250 | $282 | +13% | May 21 | |
 Needham | Buy | $240 | $270 | +13% | May 21 | |
 Bank of America | Buy | $320 | $350 | +9% | May 21 | |
 Jefferies | Buy | $275 | $300 | +9% | May 21 | |
 Mizuho | Buy | $275 | $300 | +9% | May 21 | |
 RBC Capital | Buy | $250 | $270 | +8% | May 21 | |
 Truist | Buy | $287 | $307 | +7% | May 21 | |
 JP Morgan | Buy | $265 | $280 | +6% | May 21 | |
 Melius Research | Buy | $380 | $400 | +5% | May 21 | |
 Bernstein | Buy | $300 | $315 | +5% | May 21 | |
 KeyBanc | Buy | $300 | $310 | +3% | May 21 | |
 Raymond James | Buy | $323 | $330 | +2% | May 21 | |
 Morgan Stanley | Buy | $285 | $288 | +1% | May 21 | |
 Barclays | Buy | $275 | $275 | Kept | May 21 | |
 Cantor | Buy | $350 | $350 | Kept | May 21 | |
 TD Cowen | Buy | $275 | $275 | Kept | May 21 | |
 Wolfe Research | Buy | $275 | $275 | Kept | May 21 | |
 William Blair | Buy | — | — | — | May 21 |
Earlier NVIDIA reports
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%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