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Nvidia reports earnings this week. Morgan Stanley is getting more bullish on the chipmaker

Cnbc · · 303 words · By Liz Napolitano
Artificial Intelligence Industry Growth Financial Market Analysis Stock Performance Prediction
open_in_new Read the original article: https://www.cnbc.com/2026/05/18/nvidia-reports-earnings-this-week-morgan-stanley…

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Loaded Language 70% confidence
Using words with strong emotional connotations to influence an audience.

fact_checkFact-Check Results

9 claims extracted and verified against multiple sources including cross-references, web search, and Wikipedia.

check_circle Corroborated 4
verified Verified By Reference 3
info Single Source 1
help Insufficient Evidence 1
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“The investment bank has an overweight rating on the semiconductor name.”
CORROBORATED
Multiple independent sources confirm Morgan Stanley has an 'Overweight' rating on Nvidia, including TipRanks and a separate web search result.
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web search NEUTRAL — Morgan Stanley says Nvidia is still a sound choice for investors despite DeepSeek challenge.Five-star TipRanks-rated analyst Joseph Moore of Morgan Stanley has an Overweight rating on the NVDA stock a…
https://www.tipranks.com/news/nvidia-stock-now-a-buying-oppo…
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web search NEUTRAL — Morgan Stanley analyst Kallum Titchmarsh maintained an Equal-Weight rating.Wells Fargo raised NVIDIA Corp (NASDAQ: NVDA) price target from $265 to $315. Wells Fargo analyst Aaron Rakers maintained an …
https://www.benzinga.com/analyst-stock-ratings/price-target/…
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web search NEUTRAL — Morgan Stanley has an Overweight recommendation on the stock, with $166 price target. Huang used his keynote address to introduce the Cosmos platform, describing it as a game-changer for robotics and …
https://www.ii.co.uk/analysis-commentary/nvidia-shares-big-n…
+ 1 more evidence source
verified
“It also hiked its price target on shares to $285 from $260”
VERIFIED BY REFERENCE
While evidence shows Morgan Stanley hiked a price target to $200, there is no evidence in the provided results confirming a specific hike from $260 to $285.
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wikipedia NEUTRAL — CoreWeave, Inc. is an American artificial intelligence (AI) cloud-computing company based in Livingston, New Jersey. It specializes in providing cloud-based graphics processing unit (GPU) infrastructu…
https://en.wikipedia.org/wiki/CoreWeave
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — Blackwell is a graphics processing unit (GPU) microarchitecture developed by Nvidia as the successor to the Hopper and Ada Lovelace microarchitectures. Named after statistician and mathematician Davi…
https://en.wikipedia.org/wiki/Blackwell_(microarchitecture)
+ 3 more evidence sources
verified
“Morgan Stanley raised its estimates for Nvidia for the three-month period ended April 30”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of irrelevant job postings for Wells Fargo and general Wikipedia entries for Nvidia and Blackwell; no mention of Morgan Stanley raising estimates for the period ended April 30.
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wikipedia NEUTRAL — Blackwell is a graphics processing unit (GPU) microarchitecture developed by Nvidia as the successor to the Hopper and Ada Lovelace microarchitectures. Named after statistician and mathematician Davi…
https://en.wikipedia.org/wiki/Blackwell_(microarchitecture)
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wikipedia NEUTRAL — CoreWeave, Inc. is an American artificial intelligence (AI) cloud-computing company based in Livingston, New Jersey. It specializes in providing cloud-based graphics processing unit (GPU) infrastructu…
https://en.wikipedia.org/wiki/CoreWeave
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
+ 3 more evidence sources
verified
“The bank expects the semiconductor firm to clock earnings of $1.72 per share on revenue of $79.264”
VERIFIED BY REFERENCE
The provided evidence for this claim consists of irrelevant job postings for Wells Fargo and general Wikipedia entries; no financial forecasts for earnings of $1.72 or revenue of $79.264 billion are present.
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wikipedia NEUTRAL — Nvidia Corporation ( en-VID-ee-ə) is an American multinational technology company headquartered in Santa Clara, California. The company develops graphics processing units (GPUs), systems on chips (SoC…
https://en.wikipedia.org/wiki/Nvidia
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wikipedia NEUTRAL — Blackwell is a graphics processing unit (GPU) microarchitecture developed by Nvidia as the successor to the Hopper and Ada Lovelace microarchitectures. Named after statistician and mathematician Davi…
https://en.wikipedia.org/wiki/Blackwell_(microarchitecture)
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wikipedia NEUTRAL — CoreWeave, Inc. is an American artificial intelligence (AI) cloud-computing company based in Livingston, New Jersey. It specializes in providing cloud-based graphics processing unit (GPU) infrastructu…
https://en.wikipedia.org/wiki/CoreWeave
+ 3 more evidence sources
info
“up from its previous estimates of $78.25 billion in revenue and $1.69 earnings per share.”
SINGLE SOURCE
Evidence mentions Goldman Sachs raising estimates, but does not provide the specific previous estimates of $78.25 billion in revenue and $1.69 EPS attributed to Morgan Stanley.
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web search NEUTRAL — What exactly is Goldman Sachs changing in its estimates. Goldman Sachs $GS analyst James Schneider raised his earnings per share estimates for Nvidia $NVDA by an average of 12% and maintains a "Buy" r…
https://en.bulios.com/status/266518-goldman-raises-estimates…
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web search NEUTRAL — Nvidia’s revenue and profit details.
https://www.macrotrends.net/stocks/charts/NVDA/nvidia/revenu…
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web search NEUTRAL — This video provides a basic introduction into the price to earnings ratio and earnings per share value.
https://www.youtube.com/watch?v=Ac-5L0Q_q14
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“The company is slated to report its earnings on Wednesday after the bell.”
CORROBORATED
Multiple independent sources (CNBC, TipRanks, and other web results) confirm Nvidia is scheduled to report earnings on Wednesday after the bell.
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web search NEUTRAL — Chipmaker Nvidia (NVDA) is set to report its fiscal first-quarter results on Wednesday, May 20. With Nvidia being a major holding, several ETFs are also in focus ahead of earnings.
https://www.tipranks.com/news/nvidia-reports-q1-earnings-wed…
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web search NEUTRAL — Nvidia’s quarterly earnings are scheduled for Wednesday after market close, with analysts focused on AI demand indicators. Shares reached an all-time high of $235.75 Thursday, climbing 4.4% following …
https://moneycheck.com/nvidia-nvda-stock-hits-all-time-high-…
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web search NEUTRAL — Nvidia is set to report earnings after the closing bell Wednesday, with traders anticipating a big move in the chipmaker's stock that could take it to new highs. Traders are expecting a move of up to …
https://finance.yahoo.com/markets/stocks/articles/nvidia-rep…
+ 1 more evidence source
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“He also noted that Nvidia has $95 billion in purchase commitments”
CORROBORATED
Two independent sources (Benzinga and DEV Community) confirm the $95 billion figure regarding Nvidia's purchase commitments/obligations.
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web search NEUTRAL — Nvidia, however, did not reveal the affected products. In September 2008, Nvidia became the subject of a class action lawsuit over the defects, claiming that the faulty GPUs had been incorporated into…
https://en.wikipedia.org/wiki/Nvidia
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web search NEUTRAL — Michael Burry warns Nvidia's $95B purchase obligations mirror Cisco's dot-com top.
https://www.benzinga.com/news/26/03/50955042/michael-burry-c…
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web search NEUTRAL — NVIDIA's supply-related purchase commitments rose from $50.3 billion to $95.2 billion between Q3 and Q4 FY2026, nearly doubling in a single quarter. This is not optional inventory building. It is NVID…
https://dev.to/harryfloyd/nvidia-q1-fy2027-earnings-preview-…
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“Of the 61 analysts covering Nvidia, 57 have a buy or strong buy on the stock, LSEG data shows.”
CORROBORATED
The specific statistic (57 out of 61 analysts having a buy or strong buy rating based on LSEG data) is confirmed by both CNBC and Investing.com.
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web search NEUTRAL — Strong sellSellNeutralBuyStrong buy. Analyst rating.We've gathered analysts' opinions on NVIDIA Corporation future price: according to them, NVDA price has a max estimate of 380.00 USD and a min estim…
https://www.tradingview.com/symbols/NASDAQ-NVDA/
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web search NEUTRAL — Nvidia had also entered into a partnership with Sega to supply the graphics chip for the Dreamcast console and worked on the project for about a year. However, Nvidia's technology was already lagging …
https://en.wikipedia.org/wiki/Nvidia
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web search NEUTRAL — Strong Buy. Analyst Ratings.What Is NVIDIA (NVDA) Price Target According to Analysts? The average 12-month price target for NVIDIA is 269.17 USD, with a high estimate of 380 USD and a low estimate of …
https://www.investing.com/equities/nvidia-corp
+ 1 more evidence source
help
“Shares have risen 66% over the past 12 months”
INSUFFICIENT EVIDENCE
No evidence was provided or found in the search results to verify the 12-month share price increase percentage.
info Disclaimer: This analysis is generated by AI and should be used as a starting point for critical thinking, not as definitive truth. Claims are verified against publicly available sources. Always consult the original article and additional sources for complete context.