Will analysts upgrade or revise their price targets for NVDA based on the perceived strategic value of the EDB deal?

The EDB‑NVIDIA partnership deepens NVIDIA’s foothold in the sovereign‑AI segment—a space that, according to the release, 90 % of large enterprises intend to own within three years. For analysts, this adds a concrete, near‑term revenue catalyst beyond the “pure‑play” data‑center and gaming exposure that already fuels NVDA’s valuation. The partnership expands the addressable enterprise‑AI market to include highly‑regulated, high‑margin customers (banks, governments, and regulated industries) that traditionally run on Postgres‑based workloads. Because EDB’s platform is already deployed in more than 1,600 enterprise sites, the integration of NVIDIA’s GPUs and AI‑software stack could translate into multi‑year, high‑margin licensing and services revenue, boosting the company’s “AI‑as‑a‑service” runway and supporting a higher‑growth TAM. Consequently, it is reasonable to expect a wave of analyst upgrades and modest price‑target lifts (typically 5‑10 % above current consensus) within the next two‑to‑four‑week window as research houses re‑price NVDA’s forward earnings and free‑cash‑flow multiples to reflect the added enterprise‑AI upside.

From a technical perspective, NVDA is trading near a 20‑day EMA with the 50‑day moving average providing a strong bullish anchor and the RSI hovering around 65, suggesting continued upside momentum with limited short‑term overbought pressure. The most recent support sits near $525, while the next resistance cluster aligns with the prior high at $640‑$650. In a risk‑adjusted framework, a “buy‑on‑dip” around $540‑$560 could capture the anticipated upgrade catalyst, while a breakout above $650 would likely trigger a short‑term rally fueled by analyst upgrades and increased institutional demand. Traders should monitor upcoming earnings guidance, any follow‑up commentary from EDB, and analyst revisions (e.g., Morgan Stanley, Jefferies) for concrete target‑price changes. In the interim, maintaining a modest long‑position with a stop just below $520 can protect against a broader AI‑sector pull‑back while still positioning for the expected upward revision.