Nvidia could release its next-generation Rubin GPUs six months earlier than expected, analysts predicted. With the early release, Nvidia’s 2026 revenue growth could exceed consensus estimates of 30%. NVIDIA stock is up 193% this year, followed by 236%. He will return in 2023.
A recent note from Melius Research said Nvidia could surprise Wall Street in a big way and “strengthen” its earnings.
Is there a possibility of a surprise? The next generation GPU chip “Rubin” was released earlier than expected.
According to Ben Reitzes, an analyst at Melius Research, there are signs that Nvidia may release its Rubin GPU chips six months earlier than Wall Street expected.
“While NVIDIA previously told us Rubin would be a CY26 release, investors are locked in on C2H, with supply chain signs putting more emphasis on Q4 ‘quantity.’ We believe there are,” Reitzes explained.
Instead, Nvidia could roll out its Rubin chips earlier than planned, in the first half of 2026.
Lights reports that NVIDIA is encouraging SK Hynix to prepare next-generation memory faster, Taiwanese partner is working on Rubin-based AI server design, TSMC plans to expand He said there are signs pointing to an early release, including signs suggesting that It has correspondingly advanced packaging capabilities.
Nvidia announced Rubin in June. It is the successor to the company’s Blackwell GPUs and is expected to be fully rolled out in the first few months of next year.
If the reports prove accurate, the earlier-than-expected debut of the Rubin chip could help Nvidia deliver revenue growth that exceeds consensus estimates of about 30% in 2026.
An early release would also allay investor concerns about the AI bubble and the limits of “law of large numbers” computing.
“An accelerated release of Rubin (likely to be a blockbuster with ultra-fast speeds, low power consumption, and lots of memory) could allay some of these concerns and increase buy-side target multiples. “There is,” Reitzes said.
He added: “Theoretically, EPS would ‘power up’ faster.”
Ultimately, Reitz expects NVIDIA to reach earnings per share of $5.55 in the 2026 calendar year, a 35x earnings multiple and a $195 price target. This means a potential upside of 34% from current levels.
He added that even if Rubin isn’t released early, that doesn’t invalidate the bullish case for Nvidia stock.
“As Blackwell has proven, despite our best efforts, launches are rarely ‘early’. So if Rubin could launch a little earlier, it would be a ‘nice to have’ or “It may be a ‘paper accelerator,’ but it’s not important in the long run,” Reitz said.
Nvidia’s stock price has soared this year, soaring 193%. This comes after Nvidia delivered a dizzying 236% gain in 2023.
An Nvidia spokesperson declined to comment.
