NVIDIA

NVDA · NASDAQ

$216.47−$0.62 (−0.29%)TodayMarket closed · Oct 20, 4:05 PM ET

Prev close $217.09

NVDA analyst rating

BuyConsensus of 37 analysts over the last 12 months. 97% rate it a buy.

Strong buy2
Buy34
Hold1
Underperform0
Sell0

12-month price target · 62 analysts

Average $329.97 (+52.4% upside)

Low: $181.80
Now: $216.47
High: $540.75

Upgrades and downgrades

The latest rating actions, newest first

NVDA analyst upgrades, downgrades and rating actions
Firm	Date	Action	Rating	Price target	Hit rate
Cantor Fitzgerald	Oct 1, 2026	Maintains	Overweight	$350.00	58%
Rosenblatt	Sep 29, 2026	Maintains	Buy	$390.00	53%
Piper Sandler	Sep 10, 2026	Initiates	Overweight	$300.00	67%
Rosenblatt	Sep 4, 2026	Maintains	Buy	$390.00	53%
Needham	Sep 4, 2026	Maintains	Buy	$300.00	44%
Citigroup	Aug 27, 2026	Maintains	Buy	$300.00 → $315.00	71%
Mizuho	Aug 27, 2026	Maintains	Outperform	$300.00 → $315.00	59%
JP Morgan	Aug 27, 2026	Maintains	Overweight	$280.00 → $320.00	67%
Bernstein	Aug 27, 2026	Maintains	Outperform	$315.00 → $400.00	65%
RBC Capital	Aug 27, 2026	Maintains	Outperform	$300.00 → $330.00	73%

The case for and against

Updated Oct 14, 2026

Bull case

NVIDIA is well positioned because demand is broadening across hyperscalers, AI labs, neoclouds, and agentic AI use cases, while its full-stack model, CUDA software, and extreme co-design let it capture a rising share of IT capex and gross profit dollars. Its roadmap remains intact with Vera Rubin in full production, Blackwell already driving stronger revenue per GW than Hopper, and Rubin plus future generations extending system-level performance leadership even as ASICs gain unit share. The outlook is further supported by supply-chain control, $279B of supply-related commitments, ~70% of tracked GW live or under construction, and capital returns that could total ~$1T+ through CY26-30, equal to ~20%+ of current market value.

Bear case

NVIDIA is exposed to a more uncertain conversion path from announced AI capacity to live deployments, with only ~5% of ~135 GW live, ~35% under construction, and the rest merely announced, while power, permitting, and retrofit delays can push demand recognition out and create an air pocket in GPU orders. Its opportunity is enormous, but that also makes execution more fragile because the company must sustain leadership across a highly competitive semiconductor market, where share loss, roadmap missteps, or broader macro weakness could quickly pressure revenues. China embargo risk and rising competition in accelerating compute add further downside, even as safety and verification requirements may increase compute demand, because these same constraints can slow adoption and intensify dependence on a narrow set of large customers.

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