Stocks
February 9, 2026
Nvidia (NVDA) has continued making headlines thanks to the ongoing AI boom. Amidst this, Goldman Sachs’ latest prediction on Nvidia stock has caught the eye of shareholders. Awaiting the firm’s fiscal fourth quarter earnings results on February 25, the bank raised its revenue expectations to over $2 billion.
A Look Into Nvidia’s Revenue Expectations
Goldman Sachs expects the chipmaker to post $67.3 billion in fiscal Q4 revenue. During the first three quarters of fiscal 2026, Nvidia generated about $147.8 billion in total revenue. The bank’s analysts shared a research note elaborating on the firm’s revenue expectations and Nvidia stock forecast, saying:
“We expect Nvidia to deliver a ~$2bn revenue beat in 4Q, and we stand 8% above the Street for 1Q revenue. Our 4Q and 1Q EPS estimates are 5% and 9% above the Street.”
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Diving Into Nvidia Stocks
AI is undoubtedly reshaping the global tech markets, and Nvidia stands at the forefront of this revolution. The firm has been producing high-performance graphics processing units (GPUs) to power data centers, with a focus on AI models. Nvidia’s dominance of the AI hardware market has pushed firms like Goldman Sachs to alter their outlook on the firm’s stocks.
Back on October 29, 2025, the chipmaker’s stock hit a record high of $5.03 trillion in terms of market cap, and the price of each share surged to $207.03.
Nvidia stock today stands at $185.41 during press time. Goldman Sachs’ analysts believe that Nvidia stock could trade at a high of $250, which marks over a 34% upside. This Nvidia price prediction for 2026 from Goldman Sachs positions the stock for significant growth. The bank added:
“We believe upside to Nvidia’s CY26 estimates is largely priced into the stock at current levels, and stock price outperformance will hinge on revenue visibility into CY27.”
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What Could Fuel NVDA Stocks
The growing demand from several AI players like OpenAI and Anthropic is currently impacting Nvidia’s evolving outlook. In addition, the Chinese market is back in focus after the US approved the H200 chip sales. Amidst this, spending from hyperscalers continues to rise. This investment alone is expected to reach $527 billion in 2026.
Lastly, the launch of its next major product cycle could play an important role. The firm is transitioning from its Blackwell chips to faster Rubin architecture. Any positive updates around its rollout could boost the stock price.
During his keynote speech at the Consumer Electronics Show that occurred in January, Nvidia CEO Jensen Huang said,
“Some $10 trillion or so of the last decade of computing is now being modernized to this new way of doing computing. A hundred trillion dollars of industry, several percent of which is R&D budget, is shifting over to artificial intelligence.”
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