Bullish for NVIDIA
Nvidia AI Dominance Analyst Upgrades
Stable
Steady attention in NVIDIA coverage, without a clear trend.
Updated 14 October 2026
The bullish argument: Nvidia's disciplined expense management and accelerating AI adoption have led analysts to upgrade their ratings.
How attention has changed
0% of NVIDIA coverage
Rolling 3-day share · as of 14 Oct 2026
This measures attention in published coverage, not the likelihood of a price move.
| Date | Share of coverage |
|---|---|
| 2026-09-15 | 0% |
| 2026-09-16 | 0% |
| 2026-09-17 | 0% |
| 2026-09-18 | 0% |
| 2026-09-19 | 0% |
| 2026-09-20 | 0% |
| 2026-09-21 | 0% |
| 2026-09-22 | 0% |
| 2026-09-23 | 0% |
| 2026-09-24 | 0% |
| 2026-09-25 | 0% |
| 2026-09-26 | 0% |
| 2026-09-27 | 0% |
| 2026-09-28 | 0% |
| 2026-09-29 | 3.1% |
| 2026-09-30 | 2.5% |
| 2026-10-01 | 2.8% |
| 2026-10-02 | 2.3% |
| 2026-10-03 | 1.3% |
| 2026-10-04 | 0.6% |
| 2026-10-05 | 0% |
| 2026-10-06 | 1.9% |
| 2026-10-07 | 1.3% |
| 2026-10-08 | 0.5% |
| 2026-10-09 | 0% |
| 2026-10-10 | 0% |
| 2026-10-11 | 0% |
| 2026-10-12 | 0% |
| 2026-10-13 | 0% |
| 2026-10-14 | 0% |
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The argument and its evidence
Several outlets can carry the same argument; no single article is its origin. Read each one in its own context.
Recent coverage
Earlier coverage
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EUROPE SAYS · Published 5 Oct 2026
time high, as market cap closes in on $6 trillion
In coverage record: 6 Oct 2026
“In its August Q2 earnings report, Nvidia topped Wall Street's already lofty expectations on both the top and bottom lines, reporting revenue of $96.2 billion and offering a better-than-anticipated outlook for its third quarter.”
Read article -
Finbold · Published 1 Oct 2026
Wall Street sets Nvidia stock price for the next 12 months
In coverage record: 2 Oct 2026
“Muse based his bullish thesis on NVDA stock on robust demand growth and the company's dominant role enabling Agentic Artificial Intelligence (AI). Moreover, he argued that this role accelerates its share of Information Technology (IT) capital expenditures (CapEx) among hyperscalers.”
Read article -
Financial Post · Published 30 Sep 2026
Nvidia's Jensen Huang is the voice of AI reason
In coverage record: 1 Oct 2026
“Huang outlined his non-hysterical, logical approach to whatever risks AI poses to society.”
Read article -
The Manila Times · Published 29 Sep 2026
Nvidia readies biggest-ever share buyback plan
In coverage record: 30 Sep 2026
“Its cash generation is currently strong enough that it believes it can continue investing heavily in the business while also returning capital to shareholders”
Read article -
Australian Financial Review · Published 28 Sep 2026
Nvidia boosts share buyback by a record $200b
In coverage record: 29 Sep 2026
“reflecting chief executive officer Jensen Huang's confidence in its continued growth”
Read article -
CP24 Toronto · Published 28 Sep 2026
Nvidia adds US$150B to share repurchase plan
In coverage record: 29 Sep 2026
“it forecast about 70 per cent revenue growth for fiscal 2028, reassuring investors who have questioned how long the AI spending surge can last”
Read article -
New York Post · Published 28 Sep 2026
Nvidia boosts share buyback by record $150B as AI boom fuels growth
In coverage record: 29 Sep 2026
“Last month, Nvidia forecast about 70% revenue growth for fiscal 2028, reassuring investors who have questioned how long the AI spending surge can last after years of explosive growth.”
Read article -
Moneycontrol · Published 28 Sep 2026
Nvidia boosts share buyback by record $150 billion as AI boom fuels growth
In coverage record: 29 Sep 2026
“Nvidia forecast about 70% revenue growth for fiscal 2028, reassuring investors who have questioned how long the AI spending surge can last”
Read article -
Seeking Alpha · Published 30 Aug 2026
Buy Nvidia: Thinking Differently About AI Value Creation
In coverage record: 31 Aug 2026
“Current valuations do not reflect the magnitude of NVDA's business model or growth opportunities, supporting a bullish long-term stance.”
Read article -
Markets Insider · Published 30 Aug 2026
Analysts’ Opinions Are Mixed on These Technology Stocks: Nvidia (NVDA), MongoDB (MDB) and Yangtze Optical Fibre and Cable Joint Stock Co (OtherYZOFF)
In coverage record: 31 Aug 2026
“Stifel Nicolaus analyst Ruben Roy maintained a Buy rating on Nvidia today and set a price target of $315.00... Roy is a top 25 analyst with an average return of 52.0% and a 66.7% success rate.”
Read article -
Barchart · Published 28 Aug 2026
Is NVIDIA Stock Outperforming the Nasdaq?
In coverage record: 29 Aug 2026
“Over a more extended period, this outperformance persists. Over the past 52 weeks, NVDA's stock has increased by 25.5%, while it has been up 22.2% year-to-date. Contrarily, the NASX has gained 22.9% over the past 52 weeks and has rallied 14.2% in 2026.”
Read article -
The Irish Times · Published 27 Aug 2026
Nvidia’s outlook fuels global tech stock rally
In coverage record: 28 Aug 2026
“Nvidia's blowout outlook propelled Wall Street higher. The world's most valuable company jumped 7.8 per cent after saying revenue will grow about 70 per cent next fiscal year, bringing relief to investors worried about an AI bubble.”
Read article -
Seeking Alpha · Published 26 Aug 2026
Nvidia Earnings: Top AI Stocks And What We Need To See For A Rally
In coverage record: 27 Aug 2026
“Nvidia's highly anticipated earnings this week can potentially offer important signals for the broader AI infrastructure trade following a steep summer selloff. Key catalysts include Nvidia's outlook on Rubin platform demand, hyperscaler spending, and AI infrastructure sustainability, which may drive sector-wide earnings revisions and price momentum.”
Read article -
Barchart · Published 22 Aug 2026
Why 1 Analyst Says Vera Rubin Is Key for Nvidia Stock in Q2
In coverage record: 23 Aug 2026
“Nvidia trades at around 25.1 times forward earnings, relatively in-line with its own five-year average, a level that can look attractive given the company's exceptional AI-driven earnings expansion.”
Read article -
Seeking Alpha · Published 21 Aug 2026
Nvidia: There Is No Plan B
In coverage record: 22 Aug 2026
“I see NVDA as undervalued, with the current price reflecting excessive risk aversion rather than the magnitude of possible AI-driven gains.”
Read article -
Finbold · Published 22 Jul 2026
Jim Cramer says Nvidia stock ‘is on fire'
In coverage record: 23 Jul 2026
“BofA said it sees the CPU (Central Processing Unit) market reaching $170 billion by 2030. Consequently, Arya reiterated a Buy rating for NVDA stock, and set a 12-month price target of $350, signaling a potential upside of more than 63%.”
Read article -
Finbold · Published 9 Jul 2026
Analysts revise Nvidia stock price target
In coverage record: 10 Jul 2026
“Malik cites Nvidia's roughly 75% gross margins and its continued dominance in training despite rising competition.”
Read article -
Barchart · Published 9 Jul 2026
DeepSeek Just Dealt Nvidia Stock a Potentially Major Blow
In coverage record: 10 Jul 2026
“Nvidia delivered another exceptional quarter when it reported first-quarter fiscal 2027 results on May 20, further cementing its leadership in the rapidly growing AI infrastructure market. For the quarter ended April 26, Nvidia posted record revenue of $81.6 billion, an 85% year-over-year (YOY) increase, while net income jumped 211% YOY to $58.32 billion.”
Read article -
Barchart · Published 8 Jul 2026
Nvidia Says Kyber Is Still on Track. Why the Next-Gen Infrastructure Matters for NVDA Stock.
In coverage record: 9 Jul 2026
“Nvidia delivered another blockbuster quarter with its most recent financial results for the first quarter of fiscal 2027 on May 20, reinforcing the company's dominance in the rapidly expanding AI infrastructure market. For the quarter ended April 26, Nvidia reported record revenue of $81.6 billion, up 85% year-over-year (YOY).”
Read article -
The Economic Times · Published 2 Jul 2026
Paisalo Digital bets on AI and Nvidia chips to double its loan book in 3 years
In coverage record: 3 Jul 2026
“In just two quarters, the company processed around 160,000 loan applications through AI-enabled onboarding, alongside 125,000 servicing cases and 225,000 risk management cases handled by AI systems. It has also run roughly 250,000 quality checks across audit, credit and operations functions using AI, while scaling from zero to two AI bots and five outbound voice bots handling 350,000 multilingual calls daily.”
Read article -
Barchart · Published 12 Jun 2026
This Tiny Australian AI Stock Up 4,000% in 2026 Just Inked a Nvidia Deal. Here's the Story.
In coverage record: 13 Jun 2026
“This structure is designed to accelerate adoption of Nvidia platforms among customers that historically lacked access to capital-intensive AI infrastructure, while simultaneously providing Nvidia with a recurring, usage-linked earnings stream.”
Read article -
Barchart · Published 9 Jun 2026
Jensen Huang Was in South Korea to Dominate the AI Ecosystem. Here Is Why You Should Buy Nvidia Stock Now.
In coverage record: 10 Jun 2026
“Last month, Bank of America Securities (BofA) raised the firm’s target price on NVDA stock to $320 from $300 and reaffirmed a 'Buy' rating on the stock.”
Read article -
Markets Insider · Published 22 May 2026
Top Analysts Remain Bullish on Nvidia Stock (NVDA) Despite Post-Earnings Noise; See Solid Upside
In coverage record: 23 May 2026
“Several top analysts remain bullish on Nvidia stock and increased their price targets to reflect strong upside amid robust growth potential.”
Read article -
Benzinga · Published 22 May 2026
What's Going On With NVIDIA Stock Friday?
In coverage record: 23 May 2026
“He argued that investors may be underestimating NVIDIA's importance to the broader AI ecosystem as attention shifts toward newer AI-related themes.”
Read article -
City A.M. · Published 20 May 2026
Nvidia must 'step up to the plate' after $1.5 trillion rally
In coverage record: 21 May 2026
“Alvin Nguyen, senior analyst at Forrester, said Nvidia needed another 'beat and raise' quarter to maintain confidence in the AI growth story.”
Read article -
Markets Insider · Published 19 May 2026
Morgan Stanley Sets the Stage for Nvidia Stock Ahead of Earnings
In coverage record: 20 May 2026
“At that level, the stock’s current price suggests investors are assuming very limited long-term growth in profits and cash flow, likely due to fears around margin pressure, competition, or a slowdown in AI spending.”
Read article -
Benzinga · Published 16 May 2026
NVIDIA Earnings Preview: Wall Street Pros Boost Stock Targets Amid AI Boom
In coverage record: 17 May 2026
“While the Q1 earnings results will be important, the key catalyst for the stock will be its forward guidance. Analysts are predicting that its annual revenue will jump by 72% this year to $372 billion. Based on the recent announcements, it is likely that the forward guidance will be much higher than what analysts expect.”
Read article -
Markets Insider · Published 27 Apr 2026
Nvidia Stock (NVDA) Hits a New Record High on Monday - Here’s Why
In coverage record: 27 Apr 2026
“The move reflects a combination of AI-driven demand, strong financial performance, and heavy options activity that has kept the stock at the center of the semiconductor market’s boom.”
Read article -
Finbold · Published 26 Apr 2026
Nvidia stock just flashed a major crash signal
In coverage record: 26 Apr 2026
“At the same time, optimism around artificial intelligence infrastructure and rising data center demand has reinforced Nvidia’s central role in the AI ecosystem.”
Read article -
Finbold · Published 25 Apr 2026
AI sets Nvidia stock’s next record high date
In coverage record: 25 Apr 2026
“Strong AI demand and positive Intel earnings pushed its market capitalization past $5 trillion.”
Read article -
The Economic Times · Published 24 Apr 2026
Nvidia hits $5 trillion market cap again as NVDA stock jumps over 5% in a single session today— can surging AI demand justify this breakout, or is valuation risk quietly building?
In coverage record: 24 Apr 2026
“Institutional investors are also increasing exposure. Large funds are adding to NVIDIA stock positions, signaling confidence in long-term earnings growth.”
Read article -
CNBC · Published 14 Apr 2026
Nvidia stock on a 10-day winning streak, up 18% over that stretch
In coverage record: 14 Apr 2026
“"If we're in that scarcity of power, scarcity of infrastructure, needing to deploy for AI monetization, everything they do looks very attractive," Bajarin said.”
Read article -
Barchart · Published 9 Apr 2026
Wedbush Is Bullish on Magnificent 7 Amid the 2-Week Ceasefire. Nvidia Is the Top-Rated Stock to Buy Now.
In coverage record: 9 Apr 2026
“Looking ahead, management remains confident. At its annual GTC conference, NVIDIA projected up to $1 trillion in cumulative revenue from its Blackwell and Rubin AI platforms between 2025 and 2027.”
Read article -
Barchart · Published 6 Apr 2026
As Iran Threatens Attacks on Nvidia, Should You Actually Sell NVDA Stock?
In coverage record: 6 Apr 2026
“Going forward, management commentary points to ongoing momentum driven by AI adoption. The focus on 'agentic AI' and inference workloads suggests a trend toward more persistent and recurring demand for compute infrastructure.”
Read article -
Finbold · Published 4 Apr 2026
Nvidia or AMD? We asked ChatGPT which is the better AI stock for Q2 2026
In coverage record: 4 Apr 2026
“Overall, Nvidia stands out with stronger earnings visibility, market dominance, and improving sentiment following its valuation reset.”
Read article -
Finbold · Published 3 Apr 2026
Analyst updates Nvidia stock price target for the next 12 months
In coverage record: 3 Apr 2026
“Foo’s note emphasized the continued drive toward developing additional and more advanced artificial intelligence (AI) models and Nvidia’s critical role in supplying cutting-edge hardware needed for the technology.”
Read article -
Barchart · Published 1 Apr 2026
Nvidia Is Fast Approaching Its 20-Day Moving Average. Is a Comeback Brewing?
In coverage record: 1 Apr 2026
“These investments are bullish for NVDA shares, as they’re designed to create a deeply integrated AI ecosystem centered on the firm’s architecture, particularly the 'NVLink Fusion' platform and silicon photonics technology.”
Read article -
CNBC · Published 31 Mar 2026
Here is why Nvidia's partnership and investment in Marvell is such a big deal
In coverage record: 31 Mar 2026
“When we step back and think about how fast the advancement and adoption of AI are proceeding, we simply struggle to see how Nvidia doesn't start to work again once overall investor sentiment improves.”
Read article -
Barchart · Published 24 Mar 2026
Demand Is ‘Off the Charts’: A $1 Trillion Reason to Buy Nvidia Stock Now
In coverage record: 24 Mar 2026
“Revenue soared 73% year-over-year (YoY) to $68.13 billion, another record. That beat Wall Street estimates and easily eclipsed last year’s $39.33 billion in Q4. Data Center revenue was the engine: at $62.3 billion, it jumped 75% YoY and made up over 90% of sales.”
Read article -
Benzinga · Published 23 Mar 2026
What's Going On With Nvidia Stock Monday?
In coverage record: 23 Mar 2026
“The stock carries a Buy Rating with an average price target of $283.88. Recent analyst moves include: Raymond James: Strong Buy (Raises Target to $323.00) (Mar. 19).”
Read article -
Barchart · Published 22 Mar 2026
Is an OpenClaw Partnership the Next Big Thing for Nvidia Stock? How to Position Now.
In coverage record: 22 Mar 2026
“Following Nvidia’s conference, multiple analysts reaffirmed their bullish stance, issuing positive ratings and raising price targets, reflecting growing confidence in the company’s outlook.”
Read article -
Barchart · Published 21 Mar 2026
Elon Musk Is Still a ‘Huge Admirer’ of Jensen Huang and Plans to Keep Buying Nvidia Chips. Does That Make NVDA Stock a Buy on the Dip?
In coverage record: 21 Mar 2026
“Looking ahead, management expects Q1 revenue to hit around $78 billion, well above expectations. Gross margins are projected to stay strong at about 75%.”
Read article -
Barchart · Published 20 Mar 2026
OpenClaw Is Just as Important as HTML, Linux, and ChatGPT: Jensen Huang Bets That Agentic AI Will Transform NVDA Stock
In coverage record: 20 Mar 2026
“Nvidia moved fast to build around the OpenClaw wave. The company announced NemoClaw, an enterprise-grade version of OpenClaw that layers Nvidia's software tools on top of the platform.”
Read article -
Markets Insider · Published 18 Mar 2026
Morgan Stanley Sounds the Bullish Drum on Nvidia Stock
In coverage record: 18 Mar 2026
“Huang emphasized that the 'inflection point of inference has arrived,' signaling a shift from building AI to actively using it.”
Read article -
Finbold · Published 17 Mar 2026
Wall Street analysts update Nvidia stock price
In coverage record: 17 Mar 2026
“Cantor Fitzgerald reiterated an ‘Overweight’ rating with a $300 price target, pointing to more than $1 trillion in bookings for Blackwell and Rubin products through 2027. The firm said accelerating demand, particularly in inference and agentic AI, supports stronger long-term earnings potential.”
Read article -
CNBC · Published 17 Mar 2026
Nvidia’s big GTC showcase barely budged the stock. Is that a problem?
In coverage record: 17 Mar 2026
“What about further out on the horizon, because we know some investors always seem to be worried that AI spending is peaking? Well, one of the big headlines from Jensen's keynote was the disclosure that Nvidia has high-confidence visibility into at least $1 trillion in revenue from Blackwell and Vera Rubin between 2025 and 2027.”
Read article -
Barchart · Published 17 Mar 2026
Nvidia and Palantir Are Partnering on Sovereign AI. Does That Make NVDA Stock a Buy Here?
In coverage record: 17 Mar 2026
“Starting from Nvidia’s CUDA development platform to its Blackwell architecture, the company has created a sustained industry advantage.”
Read article -
Benzinga · Published 17 Mar 2026
Nvidia's Jensen Huang Somehow Made A $4.4 Trillion Company Sound Undervalued: Stock Outlook Is 'Unbelievably Favorable'
In coverage record: 17 Mar 2026
“This was a much needed confidence boost for tech investors navigating a very tricky tape, with the Godfather of AI making clear the AI Revolution is accelerating, not decelerating, despite the market noise.”
Read article -
Benzinga · Published 16 Mar 2026
Nvidia CEO Jensen Huang Doubles AI Demand Outlook To $1 Trillion And This Analyst Says It Is 'Absolutely Wild' - Here's What Cramer And Munster Said
In coverage record: 16 Mar 2026
“Huang's $1 trillion demand forecast could boost sentiment around Nvidia's stock, which is down about 3% so far in 2026 as investors assess the forecast’s impact on revenue.”
Read article -
Markets Insider · Published 16 Mar 2026
Nvidia Stock Climbs After GTC Keynote - Here’s What Daniel Ives Is Seeing Next
In coverage record: 16 Mar 2026
“Ives also pointed to the updated $1 trillion opportunity as evidence that demand is 'coming from every direction,' with enterprises, governments, and AI-native players all increasing their commitments to Nvidia’s infrastructure.”
Read article -
Markets Insider · Published 15 Mar 2026
Nvidia Stock Price Forecast Surges Ahead of GTC 2026 - Is NVDA Still Undervalued?
In coverage record: 15 Mar 2026
“Bulls counter that Nvidia’s dominance in AI infrastructure, rapid data center growth, and catalysts like Nvidia GTC 2026 justify a premium that traditional metrics may not fully capture.”
Read article -
International Business Times · Published 14 Mar 2026
NVIDIA (NVDA) Stock Closes at $180.25 on March 13 Amid Pre-GTC 2026 Anticipation
In coverage record: 14 Mar 2026
“NVIDIA's dominance in AI infrastructure continues to fuel its valuation, even after a multi-year rally.”
Read article -
Benzinga · Published 12 Mar 2026
What's Going On With Nvidia Stock Thursday?
In coverage record: 12 Mar 2026
“Nvidia Corp. (NASDAQ:NVDA) plans to invest $26 billion over the next five years to develop open-source artificial intelligence models, signaling a major shift in strategy beyond its core chip business.”
Read article -
Finbold · Published 10 Mar 2026
Wall Street sets Nvidia stock price target for next 12 months
In coverage record: 10 Mar 2026
“Considering the fact that Nvidia managed to soundly beat Wall Street’s expectations by unveiling $68.13 billion in revenue and $1.62 in earnings per share (EPS), while simultaneously setting the guidance for the first fiscal quarter at $78 billion, the persistent optimism is easy to explain.”
Read article -
Markets Insider · Published 10 Mar 2026
Oracle Stock vs. Nvidia Stock: What Is the Best AI Stock to Buy Right Now?
In coverage record: 10 Mar 2026
“Nvidia remains the clear leader because it makes the chips that power almost all AI. In its latest financial report from February 2026, the company showed $68.1 billion in sales, which is a 73% jump from the year before.”
Read article