Nvidia (NVDA) stock has fallen 7.5% over the past week and slipped 4.5% over the past month, yet it is still up a striking 55.4% over the past year. Wall Street’s analysts are strongly bullish, forecasting a move toward a 12‑month average price target of $273.38 from the last closing price of $177.19.
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Forget margin or options. Here's how the pros trade NVDAUBS analyst Timothy Arcuri reiterated his Buy rating on NVDA on 3/2/2026, keeping a price target of $245, which implies significant upside from current levels. Arcuri’s conviction is backed by meetings with Nvidia’s CFO Colette Kress, where the team came away optimistic about the company’s networking growth and long‑term margin trajectory.
According to Arcuri, hyperscale cloud providers are already planning their compute capacity buildouts for 2027, with current demand signals pointing to another very strong year for Nvidia. The company believes hyperscalers’ robust balance sheets and cash flows will let them invest ahead of revenue growth and AI profits, similar to the early days of the cloud buildout cycle.
Nvidia also expects financing options for AI infrastructure to expand beyond traditional capital spending into leases, special purpose vehicles and other structures, potentially supporting continued demand. Management suggested Nvidia already measures as the largest global networking player and aims to surpass the combined revenue of all other networking semiconductor suppliers by the end of this year.
On profitability, Nvidia sees product performance and total cost of ownership advantages as key to sustaining strong margins, though it does not plan to drive gross margins much above 75% and views that level as a solid long‑term target. TipRanks data show Arcuri as a top‑tier 5‑star analyst, ranking 5 out of 12,094 with a success rate of about 76% and an average return of 41.4% per rating.
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