NVIDIA still a buy after share price fall as “bullish” outlook intact — UBS
NVDA has more than doubled off its 52-week low of $86.62 on elevated volume (2.1× avg).
Summary
UBS has reiterated its 'Buy' rating and maintained its $245 price target for NVIDIA, asserting that the company's bullish outlook remains intact despite a recent 5.5% share price fall. This analyst commentary follows NVIDIA's announcement of record Q4 and FY26 financial results, which, as noted in recent news, was met with a stock decline attributed to high market expectations and accounting adjustments rather than fundamental weakness. UBS emphasizes that demand for NVIDIA's AI products is extraordinarily strong with multi-year visibility, suggesting the recent sell-off is misplaced. Traders will watch for the stock's re-acceleration, particularly as year-on-year growth becomes more evident in reported numbers later in 2026, and for further indications of capacity build-out supporting potential $100 billion quarterly revenues.
At the time of this announcement, NVDA was trading at $185.00 on NASDAQ in the Technology sector, with a market capitalization of approximately $4.5T. The 52-week trading range was $86.62 to $212.19. This news item was assessed with positive market sentiment and an importance score of 7 out of 10. Source: Market Index.