Earnings reaction · NVDA

How analysts reacted to NVIDIA’s results

NVIDIA reported on August 26, 2026 (quarter ended Jul 2026). In the next sessions, 23 Wall Street firms published notes: 16 raised their price target and 7 kept it unchanged; none cut. The median target of the 23 firms with a before-and-after figure went from $300 to $315 (+5%). The shares rose 9% on Aug 27, the first session after the report.

Aug 26, 2026 reported23 firms16 raised0 cut
Median target$300 → $315+5% · 23 firms
Target changes16 raised0 cut · 7 kept
Share move+9%Aug 27 · $209.66 → $227.98
EPS vs consensusBeat 6%2.22 vs 2.09 expected

Every firm’s call 23

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 4% ($237.47 on Oct 7), against a median target of $315 from these firms. NVIDIA consensus today

Before After Share price
Raymond JamesBuy$352$515+46%Aug 27
BernsteinBuy$315$400+27%Aug 27
RosenblattBuy$325$390+20%Aug 27
OppenheimerBuy$265$315+19%Aug 27
JP MorganBuy$280$320+14%Aug 27
TruistBuy$307$346+13%Aug 27
StifelBuy$282$315+12%Aug 27
NeedhamBuy$270$300+11%Aug 27
Freedom BrokerBuy$275$305+11%Aug 27
RBC CapitalBuy$300$330+10%Aug 27
UBSBuy$280$300+7%Aug 27
Goldman SachsHold$285$300+5%Aug 27
CitiBuy$300$315+5%Aug 27
Melius ResearchBuy$400$420+5%Aug 27
MizuhoBuy$300$315+5%Aug 27
Morgan StanleyBuy$288$300+4%Aug 27
StoneXBuy$335$335KeptAug 27
ArgusBuy$270$270KeptAug 27
CantorBuy$350$350KeptAug 27
KeyBancBuy$330$330KeptAug 27
Bank of AmericaBuy$350$350KeptAug 27
DA DavidsonBuy$300$300KeptAug 27
TD CowenBuy$275$275KeptAug 27

Earlier NVIDIA reports

Reported May 20, 202616 of 21 raised targetsMedian target +9%Shares −2%Reported Feb 25, 202612 of 20 kept targetsMedian target +10%Shares −5%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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