- RBC Capital analyst Srini Pajjuri kept an ‘Outperform’ rating and $300 price target on NVIDIA, citing next-generation products that could open new CPU markets.
- Oppenheimer estimated Nvidia‘s CPU business could reach $20 billion in 2026, a scale similar to the current x86 CPU market, and flagged China accelerator sales as additional upside.
- Retail sentiment on Stocktwits turned ‘extremely bearish’ as NVDA shares traded flat, extending a losing streak that could reach five consecutive sessions.
Nvidia (NVDA) shares were little changed on Thursday morning, with retail sentiment turning ‘extremely bearish’ on Stocktwits even as Wall Street analysts flagged new growth drivers ahead of the chipmaker’s earnings report next week. In a note to investors cited by TheFly, RBC Capital said Nvidia can keep growing not just because it is selling more chips, but because its next-generation products could be more expensive and open up new markets, particularly CPUs.
Meanwhile, Oppenheimer analyst Rick Schafer reiterated an ‘Outperform’ rating on the shares with a price target of $265. He estimated Nvidia‘s CPU business could reach $20 billion in 2026, putting it on a similar scale to the current x86 CPU market, and sees China accelerator sales as additional upside.
RBC Capital analyst Srini Pajjuri kept an ‘Outperform’ rating and $300 price target, pointing to continued demand from the generative AI buildout, strong access to supply, and the early ramp of its Rubin platform. “Rubin systems carry an average selling price premium of 50% or more compared with prior generations,” he said, also flagging roughly $10 billion in incremental standalone CPU opportunity in the second half of the year.
Oppenheimer’s Schafer sees upside to both Nvidia‘s second-quarter results and third-quarter outlook, with Blackwell Ultra expected to drive momentum. He also pointed to the ramp of the next-generation VR200 platform in the current quarter, which could support growth through the second half of the year.
On Stocktwits, one retail trader warned that semiconductor stocks were “nearing breakdowns,” reflecting growing concern over the sector’s recent weakness. Another platform user suggested Nvidia‘s downtrend heading into earnings was not unusual, noting the stock has faced similar pressure in the days leading up to past quarterly results. NVDA stock has gained over 14% this year and nearly 25% in the last 12 months.
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