Nvidia NVDA Will again beat the expectations of Wall Street, powered by the increasing demand for AI and the new Blackwell architecture.
With a strong turnover forecast of $ 48 billion for the second quarter and expectations for continuous growth up to 2026, the company’s data center segment remains the primary growth motor, which positions Nvidia for sustainable leadership in AI infrastructure.
Cantor Fitzgerald Analyst CJ Muse has raised his price forecast for NVIDIA to $ 240, referring to the Blackwell-driven data center expansion of the company and the rapid acceleration of AI investments.
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Muse maintains its overweight rating on the shares and notes that Nvidia’s income will probably surpass estimates until 2026.
Muse pointed to the increasing demand for artificial intelligence computing and the new Blackwell Architecture Ramp of the company.
The analyst expects that Nvidia again will deliver a strong beat and increases when the tax results of the second quarter report on 27 August. He projects the turnover of $ 48 billion and a profit per share of $ 1.06, compared to consensus expectations of $ 45.8 billion and $ 1.00 per share.
The sale of data centers remains the core driver, with Muse only predicts $ 42.9 billion from that segment. Looking ahead to the quarter of October, he estimates $ 55 billion in income and $ 1.25 in profit per share, again before consensus at $ 52.6 billion and $ 1.18, with data center contributing around $ 49.9 billion.
For the long term, Muse Nvidia’s data center revenue models $ 200 billion in calendar 2025 and $ 300 billion in calendar 2026, well above the current street forecasts of $ 181 billion and $ 235 billion respectively.
He projects the profit capacity of $ 4.85 per share in calendar 2025 and $ 8.00 in calendar 2026, compared to consensus at $ 4.37 and $ 5.89.
He emphasized the accelerating capital expenditures of Hyperscaler, expected to grow by 57% in calendar 2025 and another 20% in calendar 2026, a global sovereine AI investment frip line of $ 1.5 trouble, and increasing the acceptance of companies as the main motives of this expansion.
Muse recognized persistent headwind in China because of the export restrictions and rates of H20, but argued that most models on the sales side already exclude that income.
All unexpected shipments to the region can therefore offer the top of current estimates. He also noted that the gross margins of NVIDIA should reach the range of mid-70% against the late calendar 2025, supported by the mix-shift to Blackwell products and continuous efficiency gains.
The analyst underlined that Nvidia’s route map further than Blackwell, including the Rubin platform, further strengthens the visibility in calendar 2026 and the company positions for sustainable leadership in AI infrastructure.
NVDA -Price promotion: NVIDIA shares act higher with 0.92% to $ 182.11 at the last check Monday.
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