G Sachs: NVIDIA's Robust Quarterly Performance and Outlook Support Stock Price

Written by Emily J. Thompson, Senior Investment Analyst

Source: aastocks

Updated: Nov 20 2025

0mins

Source: aastocks

Goldman Sachs' Prediction: Goldman Sachs predicts NVIDIA's stock will rise, rating it as a Buy with a target price of $240, following strong quarterly results that exceeded expectations.
NVIDIA's Q3 Performance: NVIDIA reported a revenue of $57 billion for Q3, surpassing Goldman Sachs' estimate and market expectations, with a gross margin of 73.6%.
Q4 Revenue Guidance: For Q4, NVIDIA provided a revenue guidance of $65 billion, significantly higher than Goldman Sachs' and market estimates, along with a gross margin guidance of 75%.
Impact on Semiconductor Stocks: Goldman Sachs notes that NVIDIA's strong guidance for its data center business suggests a favorable environment for AI capital expenditures, positively affecting semiconductor stocks like Broadcom and AMD.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.