Jim Schneider

Goldman Sachs Semiconductor Research Analyst
· tracked since May 2026
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NVDA long -4.7%
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NVDA ×1
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NVDA long 1 week ago
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Average Return -4.7% Long Return -4.7% Short Return -
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NVDA NVIDIA C... NVIDIA Corporation
Long
May 20
$224.57
-4.7%
Nvidia beat and raise sustainable.
Nvidia will not only beat this quarter but sustain growth into next year at over 30% above street estimates, driven by falling token costs that improve hyperscaler economics and sustain capex. The stock is undervalued relative to this earnings trajectory, trading at lower multiples than in prior years.
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