Nvidia (NVDA.US)'s latest demand guidance reflects that market forecasts are too low, according to UBS' research report. As a result, the broker raised its 2026/ 2027 EPS forecasts to US$7.72/ US$9.42 respectively.

UBS also estimated data center revenue to increase from US$190 billion this year to US$377 billion in 2027. The Group added that, if customers place orders in time to complete shipments by the end of 2026, there is still room for upward adjustments.

UBS believed that the Group's ability to maintain profit margins in the foreseeable future will depend on its leading advantage in the rack scale ecosystem and the pace of demand growth. Therefore, the broker elevated its target price from US$205 to US$235, with rating kept at Buy.
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AASTOCKS Financial News
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Stock & Type	Code	Strike(Call Level)	Last	Effective Gearing
Nvidia (C)	10055	230 (-)	0.335	4.6 X
Nvidia (P)	10057	165 (-)	0.167	3.8 X