UBS

Company UBS

Last mentioned: 1d ago

Timeline

  1. GTC 2026 Conference

    Premier AI event featuring announcements on new chips, inference platforms, and software updates.

  2. GTC 2026 Keynote

    CEO Jensen Huang to deliver keynote at 11 a.m. PT at the San Jose Convention Center.

  3. Pre-GTC Pullback

    Stock closes at $180.25 on volume of 160 million shares as investors position for the conference.

  4. Q4 FY2026 Earnings

    NVIDIA reports record $68.1B quarterly revenue and $215.9B for the full year.

Stories mentioning UBS 2

Market Trends Bullish

NVIDIA Eyes GTC 2026 Catalyst Following $180.25 Pre-Conference Pullback

NVIDIA shares dipped to $180.25 on March 13 as investors recalibrated positions ahead of the highly anticipated GTC 2026 conference. Despite the short-term volatility, the company is coming off a record-breaking fiscal 2026 with $215.9 billion in total revenue, driven by insatiable demand for its Blackwell AI architecture.

2 sources
Earnings Bullish

UBS Sets $245 Target for Nvidia as Data Center Growth Defies Margin Skeptics

UBS has reiterated a Buy rating on Nvidia with a $245 price target following a record-breaking fiscal fourth quarter that saw revenue surge 73% to $68.1 billion. The bullish outlook is underpinned by massive beats in forward guidance and the resilience of 75% gross margins despite increasing competition in the AI hardware space.

2 sources