Nvidia drew fresh target-price support from KeyBanc Capital Markets, Bernstein and Goldman Sachs after its fiscal 2028 revenue outlook implied about 70% growth, well above prior Wall Street expectations near 45%, even as shares slipped in Friday premarket trading with softer mega-cap tech sentiment. KeyBanc’s John Vinh maintained a $330 target and said demand could support 100% growth but remains supply-constrained into 2028. Bernstein’s Stacy Rasgon raised his target to $400 from $315, citing a strong Rubin ramp and nearly $300 billion in direct supplier agreements. Goldman’s Jim Schneider lifted his target to $300 from $285, arguing the 70% outlook could prove conservative amid demand above 100% and shortages of memory, power and data-center capacity, while remaining comfortable with Nvidia’s financing commitments and 72%–73% gross-margin guide. Separately, Citigroup raised targets on Sunny Optical to HK$94, Nvidia to $315 and MiniMax to HK$576 on AI supply-chain strength after Nvidia’s better-than-expected fiscal second-quarter results; UBS had earlier moved Nvidia to $300. MiniMax first-half revenue beat estimates by 272% with ARR above $800 million, while Sunny Optical guided for at least 7% full-year growth and large-scale AR orders expected from 2027.