5 facts about Nvidia’s “reset” target that investors should know by 2026

Jakarta, Pintu News – Goldman Sachs’ correction of Nvidia’s (NVDAX) stock price target this week is in the spotlight ahead of next quarter’s earnings report. The move changes the dynamics of global investors’ expectations for the semiconductor giant’s stock. For investors including those who also pay attention to the correlation between the stock market and crypto assets, understanding the reasons behind the change in analysts’ views is important to read market trends more thoroughly.

1. Goldman Sachs Resets Nvidia Price Target

Goldman Sachs has revised its price target for Nvidia shares ahead of its next earnings report scheduled for February 25, 2026. The adjustment stems from Nvidia’s higher-than-expected revenue outlook of around US$2 billion, equivalent to approximately Rp33.6 trillion. The new price target pegged by the investment bank stands at around US$250 per share, indicating significant upside potential compared to the latest closing price of around US$185 per share.

The target revision shows that Goldman Sachs sees a strong earnings opportunity for Nvidia, but it also reflects a reassessment after the stock declined from its peak. Investors should note that a new price target is not a guarantee of price direction, but rather an analytical view that may change with the latest data.

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2. Higher than Consensus Revenue Expectations

Goldman Sachs expects Nvidia’s revenue for the fiscal fourth quarter to reach about US$67.3 billion, topping market consensus. The bank’s analysts also put its first-quarter revenue estimate about 8 percent higher than the Street’s view. The approach reflects the institution’s confidence in the durability of demand for Nvidia’s products, especially in the AI and data center segments.

This increase in revenue estimates puts pressure on Nvidia to keep surprising the market with actual results. If actual earnings fail to reach these expectations, sentiment towards the stock could turn negative. Therefore, higher earnings figures do not automatically guarantee an equally positive price reaction.

3. Challenges Remain in the Market

Although Goldman Sachs revised the target, the analyst thinks that most of the upside potential for 2026 is already reflected in the current share price. This means that despite strong earnings expectations, room for further price movement could be limited without clear visibility into 2027 earnings. The market often assesses the long-term outlook more keenly than quarterly results alone.

In addition, intensifying competition in the semiconductor industry and a possible slowdown in AI spending are risk factors that should be taken into account. As such risks increase, stock movements could become more susceptible to short-term market reactions.

4. Broad Economic Catalysts Influence Investor Sentiment

The increasing demand of hyperscalers such as Amazon and Alphabet is one of the main drivers of the positive outlook on Nvidia, as the data center segment is a source of significant growth. However, institutional investors will also be monitoring how Nvidia captures opportunities from global AI spending which is expected to continue to grow.

In addition to internal factors, global economic dynamics – including monetary policy, interest rates, and US stock market sentiment – also influence investor perception of big tech stocks like Nvidia. The link between traditional stock markets and other speculative assets like cryptocurrencies is also often seen through global risk behavior. Changes in one market can have a far-reaching impact on overall investment sentiment.

5. What Does It Mean for Long-Term Investors?

For long-term investors, the price target review by Goldman Sachs could be an important signal but not the sole reason to buy or sell. It is important to continually evaluate Nvidia’s fundamental performance including revenue growth, profit margins, as well as forward guidance that will be announced in financial reports. Investors should also consider that technology stocks are often affected by external factors such as macro dynamics and the adoption of new technologies.

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For those who also monitor the crypto market, the movement of tech stocks can be one indicator of risk sentiment. When stocks like Nvidia reflect optimism towards the growth of AI technology, interest in other risky assets including cryptocurrencies may also increase, although this relationship is not always linear. Understanding the macro context and fundamentals remains key in wise portfolio management.

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*Disclaimer

This content aims to enrich readers’ information. Pintu collects this information from various relevant sources and is not influenced by outside parties. Note that an asset’s past performance does not determine its projected future performance. Crypto trading activities are subject to high risk and volatility, always do your own research and use cold hard cash before investing. All activities of buying and selling Bitcoin and other crypto asset investments are the responsibility of the reader.

Reference

• Watcher Guru. Nvidia Stock Forecast Reset by Goldman Sachs Ahead of Earnings. Accessed February 10, 2026.