This article first appeared on GuruFocus.
Nvidia (NASDAQ:NVDA) capped off 2025 as the unquestioned leader of the AI chip boom, and Wall Street expects further gains in 2026 as demand for data-center GPUs widens.
Several firms reiterated bullish calls. Cantor Fitzgerald’s C.J. Muse kept a Buy rating with a $300 target, while Tigress Financial raised its target to $350. Bank of America’s Vivek Arya set a $275 target and highlighted semiconductor spending upside next year.
Analysts point to sustained cloud and AI spending, new product cycles, including next-generation Blackwell and Rubin architectures, and stronger networking offerings as the main drivers. Nvidia’s cash generation and lead in specialized AI silicon give analysts confidence that the company can monetise soaring demand.
Price targets vary, but consensus suggests upside from current levels, driven more by long-term AI adoption than a single quarter’s results.
Investors should weigh that optimism against execution and valuation risks. Competition, customer cadence and supply dynamics could temper returns, meaning the path to any 2026 gains will likely depend on product rollout and sustained data-center orders.
Based on the one year price targets offered by 57 analysts, the average target price for NVIDIA Corp is $253.19 with a high estimate of $432.78 and a low estimate of $138.00. The average target implies a upside of +34.76% from the current price of $187.89.
Based on the consensus recommendation from 66 brokerage firms, NVIDIA Corp’s (NASDAQ:NVDA) average brokerage recommendation is currently 1.8, indicating a “Outperform” status. The rating scale ranges from 1 to 5, where 1 signifies Strong Buy, and 5 denotes Sell.