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NVIDIA Among Top Earnings Growth Picks for Second Half of 2026
NVIDIA, Neurocrine, and Ball identified as high-conviction picks for 2H 2026 following positive revisions to profit estimates.
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A SemiAnalysis report revealed that Nvidia's next-generation Kyber NVL144 rack-scale architecture has been delayed by more than 12 months. Despite the delay, Morgan Stanley maintained an Overweight rating and a $288.00 price target for NVDA, noting that revenue surged 71% to $253.5 billion over the last year. Furthermore, Nvidia has been identified as a top earnings growth pick for the second half of 2026 based on rising profit estimates.
NVIDIA, Neurocrine, and Ball identified as high-conviction picks for 2H 2026 following positive revisions to profit estimates.
Read the full storyThe bank maintained a $288 price target, driven by robust demand from AI labs and enterprises despite broader market volatility.
A SemiAnalysis report indicates Nvidia's next-gen Kyber NVL144 architecture faces a 12-month delay due to manufacturing snags, pushing launch to 2028.