Nvidia risk building, earnings revisions can turn negative
An analyst at Seeking Alpha maintains a Hold rating on Nvidia and lowers its price target to $200 from $244. The report notes that AI spending intentions are softening, with data center and enterprise demand showing early signs of deceleration, which could pressure Nvidia’s forward earnings outlook. The analyst’s FY27 and FY28 revenue and EPS estimates are below consensus, suggesting limited…
Key points
- Analyst lowers Nvidia price target to $200 from $244, maintaining a Hold rating.
- AI spending softening and early deceleration in data center and enterprise demand could pressure earnings.
- FY27 and FY28 revenue and EPS estimates fall below consensus, indicating limited margin expansion.
Nvidia: Risk Building, Earnings Revisions Can Turn Negative
seekingalpha.com · 27 October 2026
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