# UBS

Type: Company (UBS)

Source: SaaS Intelligence Brief — https://getsaasbrief.com/entity/ubs
Canonical HTML page: https://getsaasbrief.com/entity/ubs

## Timeline

- **2026-03-16**: GTC 2026 Keynote — CEO Jensen Huang to deliver keynote at 11 a.m. PT at the San Jose Convention Center.
- **2026-03-13**: Pre-GTC Pullback — Stock closes at $180.25 on volume of 160 million shares as investors position for the conference.
- **2026-02-25**: Q4 FY2026 Earnings — NVIDIA reports record $68.1B quarterly revenue and $215.9B for the full year.
- **2026**: GTC 2026 Conference — Premier AI event featuring announcements on new chips, inference platforms, and software updates.

## Recent coverage (2 stories)

### NVIDIA Eyes GTC 2026 Catalyst Following $180.25 Pre-Conference Pullback
2026-03-15 00:26:20 · Sentiment: Positive · Impact: 7/10 · Sources: 2

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.
Full story: https://getsaasbrief.com/story/nvidia-gtc-2026-anticipation-stock-analysis

### UBS Sets $245 Target for Nvidia as Data Center Growth Defies Margin Skeptics
2026-03-06 00:26:50 · Sentiment: Positive · Impact: 8/10 · Sources: 2

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.
Full story: https://getsaasbrief.com/story/ubs-nvidia-price-target-q4-earnings-analysis

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