Nvidia shares rise 1% after Wall Street reaffirms bullish ratings

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Nvidia shares rise bullish ratings

Highlights

Wall Street firms reaffirmed their bullish ratings on Nvidia ahead of the earnings report, maintaining expectations for further upside in NVDA shares.
Analysts anticipate positive quarterly results amid sustained demand in the data processing sector.
The stock remains below the key $200 resistance level, and the upcoming earnings report will determine the next scenario — a breakout higher or continued consolidation.

From a technical perspective, Nvidia maintains a medium-term uptrend. However, it is currently in a consolidation phase after failing to firmly break above the $200–$205 resistance zone. The 52-week high near $212 remains a medium-term upside target. A confident close above $205 could trigger momentum buying, pushing the stock toward $220 and potentially leading to a retest of its highs.

The nearest support level is at $185, aligning with recent local lows and short-term investor demand. Below that, stronger structural support is seen in the $170–$175 range, where consolidation previously occurred. A break below $170 would signal a deeper correction and open the path toward $160.

Nvidia share price performance (December 2025 — February 2026). Source: TradingView

The 20-day moving average is flattening near $188, reflecting short-term uncertainty, while the 50-day moving average around $176 continues to trend higher. The 200-day moving average remains significantly lower, influenced by the long-term rally driven by the multi-quarter AI boom.

Wall Street raises expectations ahead of earnings release

Morgan Stanley reaffirmed its Overweight rating on Nvidia shares with a $250 price target ahead of the company’s February 25 earnings release. The rating reflects the bank’s strong confidence in Nvidia’s performance. Analysts expect solid quarterly results and reiterated their positive outlook for the fiscal year. Channel checks indicate further improvement in sentiment among industry partners, which was already elevated. This suggests not demand saturation, but rather increasing demand visibility and predictability.

The company reports sustained demand across all AI computing segments. This includes earlier-generation products, reflecting Nvidia’s revenue momentum. Demand is expected to remain stable through the end of the fiscal year, while the rollout of the Vera Rubin platform is proceeding on schedule. Moreover, shipments of Rubin products could exceed initial expectations. This may create room for upward revenue revisions if execution remains strong, pointing to continued momentum in the data center segment.

Other Wall Street firms share a similar view. KeyBanc reaffirmed its Overweight rating and raised its forecasts, projecting fourth-quarter fiscal revenue of $69 billion and first-quarter revenue guidance in the $74–$75 billion range. DA Davidson maintained a Buy rating with a $250 price target, expecting Nvidia to sustain growth rates above 50%.

Aletheia Capital upgraded the stock from Hold to Buy, citing easing inventory concerns and anticipated supply improvements by fiscal year 2026.

Earnings results will determine the trend

If Nvidia exceeds revenue expectations and confirms strong AI demand guidance, its shares could quickly break above the $205 level. This would open the path toward $220 within two to three weeks and potentially $240–$250 within a couple of months.

If results meet expectations and guidance remains steady, Nvidia shares may continue consolidating in the $180–$205 range. This scenario could persist for several weeks as analysts reassess current valuations.

Earlier, we reported that Cisco and Sharon AI are launching an AI factory in Australia powered by 1,024 Nvidia Blackwell Ultra GPUs. The new center will combine Nvidia’s advanced GPUs with Cisco’s secure networking solutions in Australia.

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