Nvidia (NVDA) stock has fallen 5.4% over the past week and slipped 1.7% over the last month, but it is still up a strong 60.0% over the past year. Wall Street’s analysts are firmly bullish, with a StrongBuy consensus and a 12‑month average price target of $271.11, implying solid upside from the last close at $182.48.
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Forget margin or options. Here's how the pros trade NVDAAmong the most influential voices is Timothy Arcuri of UBS, who reiterated his Buy rating on NVDA on March 2, 2026, with a price target of $245.00. This target signals confidence that the stock can climb meaningfully from current levels as the company rides a powerful wave of AI and data‑center demand.
Arcuri’s optimism comes after meeting Nvidia CFO Colette Kress during a semiconductor “bus tour,” where discussions focused on the company’s networking growth and long‑term margin outlook. Nvidia believes hyperscale customers are already planning compute capacity buildouts for 2027, with current demand signals pointing to another very strong year for AI infrastructure.
Nvidia also highlighted that major cloud and internet players have strong balance sheets and cash flows, allowing them to invest ahead of revenue and AI profits, similar to the cloud buildout of the last decade. Management expects financing structures such as leases and special purpose vehicles to expand, supporting ongoing compute investments and boosting Nvidia’s revenue opportunities.
On profitability, Nvidia does not aim to push gross margins much above 75%, viewing that level as a sustainable long‑term target supported by ongoing product performance advantages and better total cost of ownership for customers. Arcuri maintains his 2027 and 2028 EPS estimates at about $12.50 and $15.00, respectively, underscoring his bullish stance on the stock’s earnings power.
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