10:51 AM EST, 11/14/2025 (MT Newswires) -- Nvidia ( NVDA ) is expected to surpass forecasts and issue strong guidance with solid Q3 hyperscaler capital spending and anticipated continued investment to support AI growth as key tailwinds, Wedbush said in a note Friday.

Robust demand for Blackwell GPU components through Q3 and Q4, and strong feedback from Taiwanese manufacturers, point to sustained momentum, the investment firm said.

The growing inference workloads are a sign of AI's transition from model building to application use, which is seen as a long-term growth driver, Wedbush analysts noted.

Wedbush sees room for upside in both Q3 results and Q4 guidance, supported by positive trends across the ecosystem, according to the note.

Nvidia ( NVDA ) is set to report fiscal Q3 results Nov. 19 after markets close.

Wedbush maintained its outperform rating and $210 price target for Nvidia ( NVDA ).

Price: 187.36, Change: +0.49, Percent Change: +0.26