Nvidia Shares Could Get a Boost if Growth Accelerates -- Market Talk

Dow Jones02-27 01:07

1207 ET - UBS analysts expect Nvidia's revenue growth to start to re-accelerate in the second half of the year, providing a catalyst the stock needs, they say in a note. During Nvidia's earnings call, commentary around demand "was as bullish as we have probably ever heard from the company," the analysts say, noting its backlog is now building into 2027. Nvidia shares will also likely get a boost as growth at investor favorites - like memory, optical and semiconductor capital equipment companies - start to decelerate, they say. "At the end of the day, it is hard to see how the stock continues to languish," the analysts say. The stock falls 4.5%. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

February 26, 2026 12:07 ET (17:07 GMT)

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