CICC released a report on NVIDIA (NVDA.US), of which 4QFY26 results and 1Q guidance beat both the broker's and market's expectations.

CICC believed the main reason behind this is the strong shipment of cabinet products following the surge in inference demand driven by agents.

The broker kept an Outperform rating on NVIDIA, raising the target price by 6% to USD240.6, citing the trend of expanding computing power is clear.
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NVIDIA's (NVDA.US) results for the fourth fiscal quarter ending January and the operating guidance for the first fiscal quarter ending April were robust, beating street consensus across the board, JP Morgan said in its report.

The revenue guidance for the first fiscal quarter was approximately USD5 billion higher than the broader market forecast, and the recent gross margin guidance remained solidly at a mid-high level of 74-75%.

JP Morgan noted that the stock performance reflects high investor expectations, likely tied to the ongoing market focus on NVIDIA's data center business growth prospects for next year. Additionally, it believed that generative AI will become a new demand driver.

JP Morgan was upbeat about NVIDIA's revenue growth for FY27, raising the target price from USD250 to USD265 and maintaining an Overweight rating.
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HSBC Global Investment Research published a report on NVIDIA (NVDA.US), which charted sales of USD68.1 billion for 4QFY26, topping management guidance and street consensus, and aligning with the broker's forecasts.

NVIDIA's results beat, the quarterly guidance was raised, and management reaffirmed confidence in AI, but there were no new narratives, such as the expansion of the total addressable market (TAM) for AI.

The broker trimmed NVIDIA's target price from USD310 to USD295, maintaining a Buy rating, but slightly lowered its EPS estimates for FY27 and FY28 by 4% each.
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Although NVIDIA (NVDA.US) guided its revenue for the first fiscal quarter ending in April to beat expectations of USD5 billion, and to reach USD78 billion given exponential agentic AI demand, its stock price remained largely flat after the market closed, Citi said in its report.

The broker believed that the GTC conference held in mid-March will be a positive event for the stock and expected NVIDIA to showcase Groq SRAM low-latency inference, CPUs, and optical networks. Furthermore, early visibility into sales for 2027 may act as a catalyst for the stock price.

Citi assigned a Buy rating to NVIDIA, raising the target price from USD270 to USD300.
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Netflix (NFLX.US) withdrew from the acquisition battle for Warner Bros. Discovery (WBD.US), clearing the way for competitor Paramount Skydance (PSKY.US) to acquire Warner Bros. Discovery for US$111 billion, according to foreign media.

Following the news, Netflix's share price shot up 8.8% to US$92.03 in after-hours trading session, while Paramount Skydance swelled 5.9% to US$11.84 in after-hours trading session. Warner Bros. Discovery waned 1.28% to US$28.44.

Netflix issued a statement saying that its original agreement with Warner Bros. Discovery could have created shareholder value, and had a clear regulatory approval path. However, matching Paramount Skydance's latest offer would render the deal financially unattractive, leading to the decision to abandon the acquisition.

Under the terms of Paramount Skydance's deal, Paramount Skydance will pay Warner Bros. Discovery US$2.8 billion as compensation for terminating the agreement with Netflix. If the deal fails to receive regulatory approval, Paramount Skydance will also pay Warner Bros. Discovery US$7 billion.
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Warner Bros. Discovery (WBD.US) issued a statement on Thursday, stating that the new acquisition proposal from Paramount (PSKY.US) is more favorable to shareholders than the previous agreement reached with Netflix (NFLX.US). Netflix is having four business days to submit a new offer to outbid its competitor.

Earlier this week, Paramount had raised its acquisition offer from USD30 per share to USD31 per share, intending to acquire all assets of Warner Bros. Discovery.

Last December, Netflix had agreed to acquire Warner Bros. Discovery's studio and streaming media assets at USD27.75 per share, with the assets valued at approximately USD72 billion and the enterprise value at approximately USD82.7 billion.
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The global gaming chip woe may persist until the end of this year, which hinted that the gaming industry will face more headwinds, especially as consumer demand slackens, leading to meager sales, NVIDIA (NVDA.US) CFO Colette Kress stated during the quarterly earnings conference call on Wednesday.

She mentioned that supply constraints will hamper the company's gaming business, with supply remaining very tight this quarter and in the coming quarters, while overall demand remains strong.

She also noted that if the situation improves by year-end, there may be an opportunity to consider the impact on annual growth, but it is now premature to tell.
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US stocks were in a mixed bag on Thursday, since the market digested corporate earnings and was watchful of US economic data. The DJIA closed up 17 points at 49,499 after fluctuating throughout the day.

Following NVIDIA's (NVDA.US) post-earnings retreat leading the downfall, the Nasdaq opened lower and drifted lower, ending down 273 points or 1.2% at 22,878. The S&P 500 finished down 37 points or 0.5% at 6,908.

NVIDIA's profit nearly doubled last fiscal quarter, exceeding expectations, with data center business revenue continuing to swell by 75%. However, its stock price retreated from its peak, closing down 5.5% for the day. Other chip stocks waned too, with Broadcom (AVGO.US) and AMD (AMD.US) diving about 3%, and Arm (ARM.US) shedding nearly 2%.

Large techs jumbled, with Tesla (TSLA.US) down 2.1%; Alphabet (GOOG.US) and Amazon (AMZN.US) down over 1%; and Apple (AAPL.US) down 0.5%. Meta (META.US) and Microsoft (MSFT.US) rose by less than 1%.
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Citi Research's report said that NVIDIA (NVDA.US) recorded revenue of USD68.1 billion for the fourth fiscal quarter ending January 25, 2026, with non-GAAP EPS (excluding stock-based compensation) reaching USD1.62, above Citi's expectations of USD67 billion and USD1.54, as well as the market's expectations of USD66.1 billion and USD1.54.

NVIDIA's non-GAAP gross margin during the period stood at 75.2%, surpassing both Citi's and the market's expectations of 75% and 74.5%, respectively. Meanwhile, the company's midpoint guidance for gross margin for the quarter ending in April is 75%, aligning with both Citi's and the market's expectations. Citi rated NVIDIA at Buy with a target price of USD270.
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NVIDIA's (NVDA.US) quarterly results and guidance both surpassed market expectations, Goldman Sachs said in its report. With generally optimistic street consensus, it was anticipated that the stock price will further elevate.

NVIDIA reported quarterly revenue of USD68.1 billion, above Goldman Sachs' forecast of USD67.3 billion and the market expectation of USD66.2 billion. The gross margin was 75.2%, meeting both the broker's and the market's forecasts.

Goldman Sachs rated NVIDIA at Buy rating with a target price of USD250.
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