Wall Street Still Loves Nvidia After Incredible Earnings Report

• Just past night, Nvidia posted EPS of $1.30, which bushed estimates by 4 cents. Revenue of $57 billion, up 62.5% twelvemonth implicit year, bushed by $1.91 billion.

• Analysts astatine Deutsche Bank upgraded shares of crypto speech stock, Bullish, to a bargain standing with a terms people of $51 a share.

• Analysts astatine Bank of America conscionable reiterated a bargain connected PANW, citing beardown financials crossed a bulk of Palo Alto’s business.

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Markets are exploding connected Nvidia (NASDAQ: NVDA) earnings.

Just past night, Nvidia posted EPS of $1.30, which bushed estimates by 4 cents. Revenue of $57 billion, up 62.5% twelvemonth implicit year, bushed by $1.91 billion. Data halfway gross of $51.2 cardinal was up 25% 4th implicit quarter, and up 66% twelvemonth implicit year.

Analysts lone expected NVDA to station EPS of $1.25 connected $54.83 cardinal successful sales, which would beryllium a 56% leap twelvemonth implicit year. Moving forward, Nvidia expects to make $65 cardinal successful revenue, which would beryllium supra expectations of $61.98 billion.

With that, analysts astatine Bank of America reiterated its bargain standing connected NVDA, leaving it arsenic a apical assemblage prime arsenic AI request continues to build.

Analysts astatine Deutsche Bank upgraded shares of crypto speech stock, Bullish (NYSE: BLSH), to a bargain standing with a terms people of $51 a share.

“We spot the banal present offering a much compelling risk/return profile, trading astatine 31x our 2027 EPS estimate, aft contracting implicit 50% from its highest successful mid-August and with the shares present 5% beneath the August 12 IPO price,” they said, arsenic quoted by CNBC.

“While portion of the diminution is owed to the caller weakness successful crypto prices (BTC down to a level adjacent $89,000 vs. a highest of $125,000 successful aboriginal October), we spot the institution remaining connected its planned maturation trajectory accordant with its connection station the IPO process.”

Analysts astatine Bank of America conscionable reiterated a bargain connected Palo Alto Networks (NASDAQ: PANW), citing beardown financials crossed a bulk of Palo Alto’s business.

In its astir caller quarter, PANW's EPS of 93 cents bushed estimates by 4 cents. Revenue of $2.47 billion, up 15.4% twelvemonth implicit year, bushed by $10 million.

In addition, Palo Alto Networks’ latest earnings and accrued income outlook for fiscal 2026 are indicative that the cybersecurity institution is taking “another measurement forward,” Wedbush Securities said, arsenic quoted by Seeking Alpha.

“We proceed to judge the platformization attack is the close determination for PANW arsenic cybersecurity is simply a wide 2nd/3rd derivative play successful the AI Revolution, starring to the institution yet emerging successful the driver’s spot to summation market/mind share,” Wedbush Securities expert Dan Ives wrote.