Colette Kress

Person

Last mentioned: Mar 6, 2026

Stories mentioning Colette Kress 2

Earnings Bullish

UBS Sets $245 Nvidia Target as $100B Quarterly Revenue Becomes Reality

UBS has reiterated a strong Buy rating on Nvidia with a $245 price target following a record-breaking fiscal fourth quarter and massive forward guidance. The firm's bullishness stems from accelerating data center demand and the arrival of the 'agentic AI' era, which is driving inventory commitments to unprecedented levels.

2 sources
Earnings Very Bullish

Nvidia Defies 'Law of Large Numbers' with Q4 Beat and Bullish AI Guidance

Nvidia reported fourth-quarter fiscal 2026 results that surpassed Wall Street expectations on both the top and bottom lines, driven by relentless demand for AI infrastructure. Despite the beat, the stock's muted after-hours reaction underscores the high expectations priced into the semiconductor giant as it transitions to its next-generation Blackwell and Vera Rubin architectures.

2 sources

About Colette Kress coverage

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