Despite trading lower by 2.70% amid a broader tech pullback, Nvidia maintains a “Strong Buy” Wall Street consensus, driven by its dominance in the data center "AI factory."
- Expectations for FY2026 revenue are projected between $170 and $207 billion, with net margins anticipated to exceed 50%.
- The company continues to reinforce its multi-year AI demand story, noting strong interest in next-generation platforms like Blackwell and Vera Rubin.
- Shares are currently trading around $184.00, reflecting a broader market rotation away from large-cap tech names as the Nasdaq Composite trades lower.