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Nvidia: Sustained AI Leadership, Margin Strength, and 2027 Earnings Visibility Support Buy Rating and $270 Target

Nvidia: Sustained AI Leadership, Margin Strength, and 2027 Earnings Visibility Support Buy Rating and $270 Target

Citi analyst Atif Malik has maintained their bullish stance on NVDA stock, giving a Buy rating on February 11.

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Atif Malik has given his Buy rating due to a combination of factors tied to Nvidia’s growth outlook and valuation. He expects quarterly revenue and forward guidance to come in above consensus, driven by strong adoption of the B300 platform and the upcoming Rubin architecture, which together should accelerate second‑half 2026 sales as AI demand broadens and visibility extends into 2027.

He also anticipates Nvidia sustaining roughly mid‑70s gross margins despite higher component costs, supported by supply‑chain scale and pricing power, while operating expenses grow at a controlled high‑30% pace. Malik believes Nvidia will remain the system‑level leader in both training and inference workloads even as competition in inference increases, and he views the current share price as attractive relative to a consistent 30x multiple on 2027 earnings, justifying his maintained $270 target and Buy recommendation.

According to TipRanks, Malik is a top 25 analyst with an average return of 40.2% and a 76.97% success rate. Malik covers the Technology sector, focusing on stocks such as Nvidia, Marvell, and Apple.

In another report released on February 11, UBS also maintained a Buy rating on the stock with a $245.00 price target.

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