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Analysts Bullish on Nvidia Heading into Earnings

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By Ian Cooper Published

Analysts at Truist just reiterated a buy rating on NVDA ahead of earnings this week.

“We believe FQ4 results (and FQ1 outlook) will likely exceed consensus, and expect management to offer optimistic commentary about its products, demand, supply, and longer-term drivers,” said the firm, as quoted by CNBC.

Analysts at Citi just reiterated a buy rating on the tech giant. The firm noted that it’s recommending investors add to NVDA, as the valuation looks attractive and the stock is likely to outperform in the second half of 2026.

That’s because its status as an AI leader has made it a key bellwether for all AI stocks. The good news is that big tech companies that operate data centers, or hyper scalers, are saying they will increase massive AI capex this year, with a good chunk of that going to AI. We also have to consider that CEO Jensen Huang has said demand for the company’s new Blackwell platform data center products was “off the charts.”

Also, as noted by analysts at Wedbush, “Looking ahead to the remainder of 2026 and into 2027, the focus is already shifting toward NVIDIA’s next milestone: the Rubin (R100) architecture.

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Shares of Home Depot (NYSE: HD) are up about $9.70 in premarket. All after the home retailer said EPS was $2.72, which beat estimates for $2.54. Revenue of $38.2 billion beat expectations of $38.12 billion.  HD also raised its dividend to $2.33 per share, which is payable on March 26 to shareholders of record as of March 12. Comparable sales for the fourth quarter increased 0.4%. Comparable sales in the U.S. increased 0.3%.

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Photo of Ian Cooper
About the Author Ian Cooper →

Ian Cooper is a veteran market analyst and investment strategist with more than 20 years of experience covering stocks, commodities, and macro trends. Since 1999, he has helped investors identify market opportunities using a blend of technical analysis, fundamental research, and market sentiment.

He is the creator of the ADD News Flow Strategy, which focuses on trading market reactions to major news events and investor psychology. Cooper was also among the analysts who warned about the 2008 financial crisis and major financial institution collapses ahead of the broader market.

Before joining 247 Wall St., Cooper wrote extensively for InvestorPlace and other financial publications, covering market trends, trading strategies, and investment opportunities.

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