Nvidia shareholders are eagerly awaiting the AI-chip giant’s quarterly earnings results on Feb 25, with analysts predicting a $2 billion revenue surprise. Goldman Sachs expects fiscal Q4 revenue to reach $67.3 billion and surpass estimates. The stock has fallen 13% from its peak, raising concerns about already priced-in results.

Goldman Sachs is confident in Nvidia’s potential, setting a $250 price target, citing strong demand from AI research and development. The company may face challenges in maintaining growth due to competition and shifting investor focus to future guidance for 2026 and 2027. An optimistic outlook on data center revenue could bolster shares.

The launch of OpenAI’s ChatGPT sparked a surge in demand for Nvidia’s high-powered GPUs, leading to consistent earnings beats. However, the saturation of Nvidia stock in portfolios may limit further price increases. Investors are looking for reassurance on future demand and the success of the new chip, Vera Rubin.

Goldman Sachs projects significant revenue growth for Nvidia through 2028, with revenue estimates reaching $513 billion in 2028. The company’s shift towards AI computing is driving optimism, but risks such as market share erosion and supply constraints could impact future performance. Investors should consider these factors before investing in Nvidia.

Read more at Yahoo Finance: Goldman Sachs revamps Nvidia stock forecast ahead of earnings