Huaer Street analysts decided to buy NVIDIA (Nvidia Corp.) quarterly (May-July) before the announcement on August 27, driving the company's stock price to hit a historical high.

Investing.com reported on the 4th that BofA Securities reiterated NVIDIA's investment evaluation as "buy" with a target price of US$220. According to the US Silver, NVIDIAQ2 revenue is expected to reach US$47 billion, surpassing the market's total US$45.8 billion and the company's own estimate of US$45 billion, mainly due to Blackwell GPU expansion and cloud customer spending.

US silver predicts that NVIDIA is expected to increase its Q3 (August-October) outlook to US$54 billion, up 14-16% in the quarter, higher than the market's total US$52.5 billion. Not only that, if H20 officially resumes exports to China, Q3 revenue will still have a chance to increase from 57 billion to 60 billion US dollars.

In addition, with the gradually reaching economic scale of the cabinet-level structure, NVIDIA's gross profit margin is expected to reach 73~74% before the end of Q3. It is worth noting that NVIDIAQ1 recorded a USD 5.5 billion H20 inventory reduction. If these H20 inventory is fully utilized, the gross profit margin will have the potential to increase by an additional 200 to 300 base points.

Looking ahead to the 2026 annual survey, US silver predicts that NVIDIA's revenue is expected to climb to US$21 billion to US$215 billion (covering the Chinese market), with earnings per share of US$4.70 to US$4.80 (up from the market's total $4.38). However, the US Silver warned that H20 may face the challenges of safety investigations and local competition in China.

NVIDIA ended 3.62% on the 4th and closed at $180, setting a record high in history; it has jumped 34.04% so far this year.

Extended reading: NVIDIA: The company's chips have no remote control back door Trump's change to the U.S. Department of Commerce organization and personnel, hindering NVIDIA H20 chips have not yet obtained permission to export China