Goldman Sachs Says Nvidia to Post a Q4 Revenue Beat of $2B, but Stock Price Hinges on 2027 Guidance
AI giant Nvidia is set to announce its Q4 results on Feb. 25, and Goldman Sachs believes the chipmaker will deliver a $2 billion revenue surprise to post a quarterly revenue of $67.3 billion. ‘We expect Nvidia to deliver a ~$2bn revenue beat in 4Q, and we stand 8% above the Street for 1Q revenue,’ Goldman Sachs analysts wrote in a recent note to clients. ‘Our 4Q and 1Q EPS estimates are 5% and 9% above the Street.’
However, the brokerage warned that investors might have already priced in a strong quarterly result, and the stock price movement from hereon will depend on Nvidia’s financial outlook for 2026 and 2027. ‘We believe upside to Nvidia’s CY26 estimates is largely priced into the stock at current levels, and stock price…
