Overview
- JPMorgan on October 30 reiterated an Overweight rating, citing strong AI server spending and a multi‑year growth runway for Nvidia’s datacenter GPU business.
- Mizuho on October 30 raised its price target to $235 and kept an Outperform rating, saying Nvidia remains well positioned to continue leading the AI race.
- Insider Monkey reports Piper Sandler’s latest view as Overweight with a $225 target, noting demand still exceeds supply along with lingering China‑related constraints.
- Cantor Fitzgerald on October 9 lifted its target to $300 and projected Nvidia could capture roughly 75% of AI accelerator demand, with potential to reach $11 EPS by 2027.
- Recent coverage highlights Nvidia’s roadmap, including Blackwell Ultra and Rubin, and cites company estimates of a $3–4 trillion TAM by 2030 along with reports that its market cap has topped $5 trillion.