NVIDIA Corporation (NASDAQ:NVDA) Faces Market Fluctuations Amidst Strong Fiscal Performance

Font: Financial Modeling Prep  • Feb 26, 2026

• RBC Capital sets a price target of $250 for NVDA, indicating a potential upside of 34.97%.
• NVIDIA's fiscal Q4 performance is bolstered by high demand in the data center sector, despite a global shortage of gaming chips.
• Investor concerns over a potential AI processor market bubble are sparked by NVIDIA's latest sales forecast, despite the company's operational optimizations.

NVIDIA Corporation, listed as NASDAQ:NVDA, is a leading player in the technology sector, renowned for its graphics processing units (GPUs) and artificial intelligence (AI) processors. The company is a key supplier to industries such as gaming, data centers, and automotive. NVIDIA faces competition from companies like AMD and Intel in the semiconductor space.

On February 26, 2026, Srini Pajjuri from RBC Capital set a price target of $250 for NVDA, suggesting a potential upside of 34.97% from its then trading price of $185.23. This optimistic target comes despite the stock already reflecting a slowdown in AI spending, as noted by RBC Capital and reported by StreetInsider.

NVIDIA's recent fiscal Q4 performance has been strong, driven by robust demand in the data center sector. The company has seen significant revenue growth, which boosts confidence in its Blackwell and next-generation Rubin roadmaps. This growth is crucial as the company navigates a global shortage of gaming chips, expected to persist until year-end, impacting the video game industry.

Despite impressive earnings, NVIDIA's latest sales forecast has sparked a bearish response from investors, as highlighted by Dan Ives from Wedbush Securities. This reaction underscores concerns about a potential bubble in the AI processor market, even as NVIDIA continues to optimize its operations to address power constraints in AI compute scaling.

Currently, NVDA is priced at $185.18, reflecting a 5.34% decrease. The stock has seen a 52-week range between $86.62 and $212.19, with a market capitalization of approximately $4.51 trillion. The trading volume stands at 293.19 million shares, indicating active investor interest despite recent fluctuations.