$NVDA Nvidia is expected to deliver a sizable Q2 revenue beat and strong Q3 guidance, with stable Blackwell demand and accelerating Rubin shipments supporting a path toward $15+ EPS in 2027 and $20 in 2028 amid persistent compute supply constraints, UBS tells investors in a research note. The firm has a Buy rating and $280 price target on the stock.

$NVDA Nvidia is expected to deliver a sizable Q2 revenue beat and strong Q3 guidance, with stable Blackwell demand and accelerating Rubin shipments supporting a path toward $15+ EPS in 2027 and $20 in 2028 amid persistent compute supply constraints, UBS tells investors in a research note. The firm has a Buy rating and $280 price target on the stock.

Source:https://x.com/epictrades1/status/2088239574996672935