Nvidia price target raised to $280 from $275 at UBS

UBS raised the firm’s price target on Nvidia (NVDA) to $280 from $275 and keeps a Buy rating on the shares. Results and guidance met expectations, supported by increased capital returns including a higher dividend, while the debate around Nvidia centers on competitive positioning and margin sustainability amid rising HBM costs and evolving AI system demand, the analyst tells investors in a research note. Despite concerns about peak year-over-year growth and historical valuation sensitivity, the company’s expanding product strategy and confidence in maintaining margins support a long-term outlook of continued EPS growth through 2027-2028, the firm says.

Meet Samuel – Your Personal Investing Prophet