07:15 AM EDT, 05/18/2026 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We raise our 12-month target price to $270 from $250, on P/E of about 24x our CY 27 EPS, above peers/below historical. We lift our FY 27 EPS (Jan.) to $8.41 from $8.15 and FY 28 to $11.40 from $10.31. Ahead of Apr-Q results after the close on 5/20, we see revenue growth expectations of 80% to $79B and EPS of $1.78 as attainable. All eyes will be on Jul-Q guidance, which implies revenue/EPS of $87B (+86%)/$1.96, with upside from inclusion of the forthcoming Vera Rubin server launch. We will be looking for any commentary on China, especially after Jensen's visit with President Trump . Gross margin outlook will also be important, which we think can sustain 75% as higher component costs will likely get pushed to customers. Thoughts around broader customer capex (we see +70% in CY 26), content growth story via CPUs/LPUs/networking, and industry supply constraints will all be critical. We see NVDA on pace to surpass a $200B annualized FCF run rate by end-CY 26.