Nvidia ‘(NVDA)’ stock has risen 3.0% over the past week, 2.1% over the past month, and an impressive 62.8% over the past year. Wall Street’s analysts are strongly bullish, with a 12‑month average price target of $273.38 versus the last close of $195.56, implying meaningful upside for investors watching the AI boom.
Claim 30% Off TipRanks
Trade NVDA with leverageSebastien Naji reiterated a Buy with a $260 target, pointing to a powerful finish to fiscal 2026 driven by strong shipments of Blackwell racks and solid demand for older Hopper chips. He highlighted 73% year‑over‑year revenue growth to $68.1 billion, explosive data center and networking gains, and robust margins above 75%, all reinforcing Nvidia as a prime beneficiary of global AI investment cycles.
Vivek Arya, a top‑ranked analyst, reiterated Buy and lifted his target to $300, calling Nvidia a top pick as AI demand accelerates. He argues that supply commitments have tripled to $95 billion, giving visibility into demand through 2027, and sees the mid‑March GTC conference as the next positive catalyst, with valuation still attractive versus mega‑cap tech peers.
Harlan Sur and Joseph Moore both kept Buy ratings with $265 and $260 targets, respectively, framing the latest quarter as another major beat‑and‑raise that still left some investors cautious about 2027 growth. They counter that Nvidia’s backlog, ongoing Blackwell and upcoming Vera Rubin ramps, and surging compute demand for agentic AI suggest the stock looks like a “coiled spring” despite worries about hyperscalers’ cash flows.
High‑conviction voices Rick Schafer, Matt Bryson, and Christopher Rolland echoed the bullish stance, with Schafer and Rolland at $265 and $250 targets and Bryson lifting his view to $300. They emphasize Nvidia’s dominant AI platform, rapid networking growth, vast Blackwell/Rubin revenue pipeline expected to exceed $500 billion through 2026, and expanding visibility into 2027, all while China remains an untapped upside and margins are expected to stay in the mid‑70s.
Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.