仅事实
分析师对英伟达强劲第二季度业绩给出不同目标价
摘要
英伟达2026财年第二季度强劲的财报业绩促使分析师给出不同的股票目标价，反映出对公司未来增长轨迹的不同看法。
英伟达公司报告称，2026财年第二季度收入同比增长56%，达到467亿美元。数据中心业务贡献了411亿美元，环比增长5%。
分析师对英伟达未来表现持有不同观点。Craig-Hallum的理查德·香农看好公司前景，指出强劲的人工智能需求趋势和英伟达的技术优势。他给予“买入”评级，目标价为245美元，暗示有43%的上涨空间。
相反，Seaport的杰伊·戈德伯格对潜在增长限制表示担忧，指出尽管英伟达在市场中领先，但其增长面临实际限制。他给予“卖出”评级，目标价为100美元，暗示可能下跌41%。
更广泛的分析师共识偏向看涨，34个“买入”评级，3个“持有”评级和1个“卖出”评级，形成“强烈买入”共识。12个月平均目标价为210.75美元，暗示约23%的上涨空间。
英伟达股价最近收于170.78美元，下降1.95%。
来源
TipRanks事实核查
使用外部来源和数据库核实文章的事实。
✕
Not Confirmed
Nvidia Corporation reported a 56% year-over-year increase in revenue for the second quarter of fiscal 2026, reaching $46.7 billion.
✓
Confirmed
The Data Center segment contributed $41.1 billion, marking a 5% sequential growth.
✓
Confirmed
Richard Shannon of Craig-Hallum maintains a bullish outlook, citing strong AI demand trends and Nvidia's technological advantages.
✓
Confirmed
He assigns a 'Buy' rating with a price target of $245, suggesting a 43% upside.
!
Partly Confirmed
Jay Goldberg of Seaport expresses concerns over potential growth constraints, noting that while Nvidia leads the market, it faces real constraints on its growth.
✓
Confirmed
The broader analyst consensus leans bullish, with 34 'Buy' ratings, 3 'Hold' ratings, and 1 'Sell' rating, resulting in a 'Strong Buy' consensus.
✓
Confirmed
The average 12-month price target is $210.75, suggesting an approximate 23% upside.
✓
Confirmed