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Wajeeh Khan

Bank of America: Nvidia Stock Will Face Outlook ‘Headwinds’ on February 26

Nvidia Bank of America Vivek Arya NVDA

Bank of America analyst Vivek Arya is not entirely convinced that Nvidia (NVDA) will guide for a strong first quarter of its fiscal 2026 on February 26.

Arya expects the AI chips behemoth to come in modestly ahead of Street estimates in its Q4, but says that near-term headwinds from “Blackwell transition, Hopper declines, and China restrictions” could lead to some softness in its current quarter guidance, he told clients in a note on Tuesday.

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One subscription that gives you access to news from hundreds of sites

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Iranian fishermen hunt for iPhones and perfumes after cargo ship sinks in Hormuz

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