(upside of 47.7%).

Investors are looking beyond Q4 results to the GTC 2026 conference in March to discuss the next-generation roadmap using Groq chips.

The bank models Jan-Q sales of $67B above the $65.6B expected by Street, with Apr-Q guidance of $73B vs $71.6B.

They expect a strong ramp-up in the B300, driving a 34% H/H acceleration in 2H26 sales versus 27% in 1H26.

Aggressive…