Cowen Maintains Buy on NVIDIA Corporation (NVDA) Feb 2026
On February 26, 2026 Cowen & Co. maintained its Buy on NVIDIA Corporation (NVDA), the day’s most notable NVDA analyst rating action. Cowen praised a strong quarter against weak sentiment and left its view unchanged. The same day Itau BBA reiterated a Market Perform rating, signaling cautious near-term upside. These two actions reflect continued split sentiment among analysts as the market digests NVDA’s results and guidance. We summarize each firm action, market context, and investor implications.
NVDA analyst rating: Cowen & Co. maintains Buy on Feb 26, 2026
Cowen & Co. on February 26, 2026 kept a Buy on NVIDIA Corporation (NVDA). Cowen described results as a “very good quarter against very tepid sentiment” and chose not to change its recommendation. The firm did not publish a new price target in the note. StreetInsider published Cowen’s commentary source.
Cowen’s stance signals continued conviction in NVDA’s medium-term earnings power. Investors should see this as reinforcement rather than a fresh bullish catalyst. The reported price movement since the note was +3.21% ($6.0), reflecting market response.
Itau BBA reiterates Market Perform on Feb 26, 2026
Itau BBA on February 26, 2026 reiterated a Market Perform rating on NVIDIA Corporation (NVDA). The firm framed the view as a “yardstick problem,” suggesting relative valuation limits even with solid fundamentals. No new price target accompanied the note. StreetInsider carried Itau BBA’s commentary source.
Itau BBA’s repeat Market Perform flags that some analysts see limited near-term upside versus the stock’s elevated valuation. Price moved +3.36% ($6.27) since the note, showing markets still price positive momentum.
What the ratings mean for investors
A maintained Buy from Cowen signals continued confidence in NVDA’s growth trajectory and execution. That suggests Cowen expects more upside from product cycles and AI demand. A reiterated Market Perform from Itau BBA implies limited outperformance versus peers and the index.
For investors, the takeaway is structural strength paired with near-term valuation caution. Neither firm cut or raised ratings, so the notes function as confirmations of current views rather than triggers for rapid re-pricing. No fresh NVDA price target was released by either firm.
Historical analyst coverage and context for NVDA
NVIDIA Corporation (NVDA) has been one of the most-watched stocks on Wall Street since the 2023 AI demand surge. Coverage has ranged from cautious to very bullish, with many firms increasing price targets through 2023 and 2024 as AI revenue expanded. That history means today’s maintained ratings sit on a long track record of active re-assessments.
Analyst views often swing with product cycle updates and macro shifts. Investors should weigh this latest pair of reiterations against the broader consensus and past upgrades that fueled earlier rallies.
Market impact and stock performance link
Market reaction to analyst notes was modestly positive on February 26, 2026. Cowen’s note saw a +3.21% ($6.0) change since publication. Itau BBA’s release showed +3.36% ($6.27) change. These moves indicate the market favors NVDA’s results despite differing analyst tones.
NVIDIA’s market capitalization stands at $4,501,516,828,336, underlining why analyst commentary draws wide attention. Small rating shifts can still sway large-dollar flows given the company’s size.
Meyka AI view and proprietary grading
Meyka AI rates NVDA with a grade of A. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Our platform uses real-time analyst coverage to track rating changes and price momentum. Meyka AI’s grade is a snapshot based on quantitative and qualitative signals and is not investment advice.
Investors can use Meyka insights alongside firm notes to form a balanced view. For the NVDA coverage today, Meyka highlights durable fundamentals with valuation watching as the main near-term risk. See our NVDA page for live updates Meyka NVDA page.
Final Thoughts
The February 26, 2026 notes show two major themes. First, Cowen & Co. maintained a Buy on NVIDIA Corporation (NVDA), reinforcing belief in the company’s growth and execution. Second, Itau BBA kept a Market Perform, signaling valuation caution despite solid fundamentals. Neither firm issued a new NVDA price target, so these are confirmations rather than fresh directional calls. Investors should see Cowen’s stance as supportive evidence for medium-term upside and Itau BBA’s view as a reminder to weigh valuation risk. Given NVIDIA’s $4,501,516,828,336 market cap and heavy analyst coverage, even maintained ratings can affect flows. Meyka AI rates NVDA with a grade of A, reflecting strong comparative performance, sector leadership, financial growth, and consensus support. This grade factors in S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. Grades are not guarantees and do not constitute financial advice. Use these notes with broader diligence and risk management.
FAQs
What did Cowen & Co. say about NVDA on February 26, 2026?
Cowen maintained a Buy on NVIDIA Corporation (NVDA) on February 26, 2026, calling the quarter “very good” versus tepid sentiment. The firm did not change its price target in the published note.
What does Itau BBA’s Market Perform mean for investors?
Itau BBA’s Market Perform on February 26, 2026 signals limited expected outperformance versus peers. It suggests valuation may cap near-term gains despite solid fundamentals and no target change.
How should I use these NVDA analyst rating notes?
Use maintained ratings as confirmation of current views. Combine them with financials, valuation, and risk tolerance. Neither note issued new price targets, so weigh longer-term catalysts against near-term valuation.
What is Meyka AI’s grade for NVDA and what does it reflect?
Meyka AI rates NVDA with a grade of A. The grade reflects S&P 500 benchmark comparison, sector performance, financial growth, key metrics, and analyst consensus. This grade is informational, not investment advice.
Disclaimer:
Stock markets involve risks. This content is for informational purposes only. Analyst ratings are opinions and not guarantees of future performance. Past performance does not guarantee future results. Meyka AI PTY LTD provides market analysis and data insights, not financial advice. Always conduct your own research and consider consulting a licensed financial advisor.