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Bernstein Analyst Maintains Bullish Stance on Nvidia Ahead of Q3 Earnings

Bernstein Analyst Maintains Bullish Stance on Nvidia Ahead of Q3 Earnings

Published:
2025-11-19 07:24:02
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Nvidia's stock (NVDA) remains in focus as Bernstein's top analyst Stacy Rasgon reaffirms a positive outlook ahead of the chipmaker's Q3 earnings report. Demand for Nvidia's AI-driven products shows no signs of slowing, with CEO Jensen Huang recently highlighting over $500 billion in orders for Blackwell and Rubin AI chips at the GTC conference.

Wall Street anticipates earnings of $1.26 per share, a 55% year-over-year increase, alongside revenue projections of $54.8 billion—up 56% from the same quarter last year. Despite broader market concerns about an AI bubble, Bernstein insists Nvidia's momentum remains intact.

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