5 big analyst AI moves: Nvidia stock ’likely to outperform in 2H26’

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• Fiscal 2027 gross margin will be roughly 75% with operating-expense growth in high-30% range

  80% confidence

• Most investors are looking past earnings toward Nvidia's GTC conference in mid-March

  80% confidence

• A restocking cycle is still in front of the company

  80% confidence

• Shopify well positioned for rise of agentic commerce due to global merchant network, deep commerce data, system-of-record role, protocol development, and trusted operating system position

  80% confidence

• Industrial business excluding automated test equipment and aerospace/defense remains 20% below prior peak levels

  80% confidence

• Shopify is one of the few software companies to show strong accelerating growth recently

  80% confidence

• Nvidia will continue to be the leader across both training and reasoning focused inference workloads despite rising competition

  80% confidence

• Nvidia stock looks attractive and likely to outperform in 2H26 as demand visibility extends into 2027

  80% confidence

• Customers have moved through digestion phase with order patterns now better aligned with underlying consumption

  80% confidence

• Continued ramp of B300 and Rubin platform will drive 34% half-over-half acceleration in calendar second-half 2026 sales, compared with 27% in first half

  80% confidence

• Amazon horizontal agentic partnerships will emerge, making investors more confident in long-term positioning

  80% confidence

• Dell benefited from demand pull-in across PCs and traditional servers as customers looked to get ahead of ASP increases

  80% confidence

• AWS backlog levels support 30%+ growth for quite some time, but pace constrained by data center capacity coming online

  80% confidence

• Hyperscaler capital spending investments will deliver long-term returns as AI infrastructure demand continues

  80% confidence

• Nvidia will report January-quarter revenue of $67 billion, above Street consensus of $65.6 billion

  80% confidence

• Dell positioned to beat current revenue and earnings expectations with strong near-term demand across traditional hardware and AI compute

  80% confidence

• Do not expect Shopify to be impacted by vibe coding via prompt engineering/no code AI startups in foreseeable future

  80% confidence

• AI servers could support $35 billion to $40 billion in revenue with Rubin ramps while maintaining stable mid-single-digit margins

  80% confidence

• Dell management will outline path to at least high-single-digit revenue growth and low-to-mid-teens EPS growth into fiscal 2027

  80% confidence

• Every 5% improvement in capex yield would add roughly 130 basis points to AWS growth

  80% confidence

• Large drawdown in software valuations related to AI fears has created attractive buying opportunity for long-term investors in Shopify

  80% confidence

• Nvidia will guide to April-quarter sales of $73 billion versus consensus of $71.6 billion

  80% confidence

• Cannot justify remaining on the sidelines following strong fiscal Q1 results and guidance

  80% confidence

• Dell has already shifted to more dynamic pricing actions and shorter quote window to better protect margins

  80% confidence

• As AWS opens more data centers, yield should improve and AWS should continue to accelerate

  80% confidence

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