G Sachs Anticipates NVIDIA's Quarterly Results to Exceed Expectations, Driven by Several Catalysts for Potential Outperformance This Year

Goldman Sachs' Expectations for NVIDIA: Goldman Sachs anticipates that NVIDIA will exceed quarterly expectations and raise its guidance due to favorable supply-demand dynamics, although they note that the bar for outperformance is high.

Stock Performance Factors: The short-term performance of NVIDIA's stock will depend on the visibility of its 2027 revenue, as the potential for 2026 is already reflected in the current stock price.

Market Catalysts: Increased capital expenditure expectations for hyperscale data centers, along with strong demand from non-traditional customers like OpenAI and Anthropic, are seen as positive catalysts for NVIDIA's growth.

Broker Rating and Target Price: Goldman Sachs maintains a Buy rating on NVIDIA, setting a target price of USD 250 for the stock.