(NVDA) stock has gained 57.7% over the past year, even though it slipped 2.2% in the last week and 0.5% over the past month. Wall Street’s analysts are strongly bullish, forecasting a move to $274.46 over the next twelve months, well above the last closing price of $181.93.
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New trading tool for NVDA bearsAnalyst Harlan Sur (J.P. Morgan) reiterated a Buy rating on NVDA on 3/18/2026 with a price target of $265, signaling meaningful upside from current levels. This 5-star analyst ranks 33 out of 12,068, with a 66.94% success rate and a strong 31.00% average return per rating.
Sur highlights management’s view of at least $1 trillion in high-confidence demand and purchase orders for Blackwell and Vera Rubin systems through 2027, up from $500 billion through 2026. He argues that Nvidia’s vertically integrated platform and the accelerating shift to domain-specific acceleration make its data center and AI franchise difficult for rivals to replicate.
A key theme from Nvidia’s latest GTC conference is the growing importance of inference workloads, with management describing a roughly one-million-fold increase in compute demand over the past two years. Sur points to Groq 3 LPU integration, dual copper and co-packaged optics scale-up paths, and the Vera CPU as new multibillion-dollar opportunities that broaden Nvidia’s customer base across hyperscalers, cloud partners, sovereign AI, and traditional enterprises.
Analyst Joseph Moore (Morgan Stanley) also reiterated a Buy on NVDA on 3/17/2026 with a $260 price target, maintaining Nvidia as his Top Pick in semiconductors. Moore, ranked 214 out of 12,068 with a 57.32% success rate and 20.80% average return, sees Nvidia’s clear cost-per-token leadership in AI inference and its powerful ecosystem “flywheel” as key drivers of future growth. Never miss a stock rating. Find all the latest ratings on TipRanks’ Top Wall Street Analysts page.