UBS analyst Timothy Arcuri maintained a Buy rating on Nvidia today and set a price target of $245.00.
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Forget margin or options. Here's how the pros trade NVDATimothy Arcuri has given his Buy rating due to a combination of factors related to Nvidia’s strategic positioning and long‑term earnings power. He expects the upcoming GTC event to reinforce confidence in Nvidia’s ability to scale AI systems, extend its networking leadership, and support sustained AI capex, even if the conference does not fundamentally reset the stock’s narrative. Arcuri maintains robust EPS projections for 2027 and 2028, and while the implied forward multiple appears demanding, he sees this as justified by the company’s platform strength and growth trajectory.
He emphasizes Nvidia’s evolution from a GPU vendor to a full AI‑system provider, integrating heterogeneous compute, advanced networking, and DPUs to optimize workloads at the system level, which deepens its competitive moat. Additionally, he highlights the company’s leading networking franchise and reiterates that DRAM—despite concerns about emerging SRAM‑based architectures—should remain a core performance differentiator in AI hardware, further supporting the durability of Nvidia’s business model and justifying a Buy rating.
In another report released on March 7, TipRanks – xAI also reiterated a Buy rating on the stock with a $207.00 price target.
Based on the recent corporate insider activity of 135 insiders, corporate insider sentiment is negative on the stock. This means that over the past quarter there has been an increase of insiders selling their shares of NVDA in relation to earlier this year.