Aug. 14 at 12:29 PM
$UBS Nvidia should deliver sizable Q2 revenue beat, strong Q3 guide, says UBS
Nvidia is expected to deliver a sizable Q2 revenue beat and strong Q3 guidance, with stable Blackwell demand and accelerating Rubin shipments supporting a path toward
$15+ EPS in 2027 and
$20 in 2028 amid persistent compute supply constraints, UBS tells investors in a research note. The firm has a Buy rating and
$280 price target on the stock.