Lark Davis|Aug 13, 2026 10:32
Wall Street's still pretty bullish on NVDA going into the Aug 26 print.
Goldman kept their $285 target and are mostly watching how fast Vera Rubin ramps plus whether margins hold above 75%.
BofA is even more bullish at $350, their whole thesis is that the new $500B financing deal takes the balance sheet risk off Nvidia and frees up way more cash for buybacks. They're calling the stock "significantly depressed" which is wild to hear about a $5T company lol.(Lark Davis)
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