$NVDA - NVIDIA EARNINGS: MORGAN STANLEY SEES STRONG BEAT, LIFTED FORECASTS NVIDIA reports earnings Wednesday, with Joseph Moore expecting a…
$NVDA - NVIDIA EARNINGS: MORGAN STANLEY SEES STRONG BEAT, LIFTED FORECASTS
NVIDIA reports earnings Wednesday, with Joseph Moore expecting another “beat and raise” quarter—about $3B above estimates and $4B higher guidance.
Morgan Stanley lifted revenue and EPS forecasts across multiple years, now projecting faster growth driven by AI datacenter demand and the Blackwell and Rubin product cycles.
The firm raised its price target to $285 (from $260), while noting possible gross margin pressure from new architecture ramps and higher input costs, offset by strong supply visibility and continued AI demand momentum.
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