Nvidia Corporation (NVDA) Analysts Update Coverage
Nvidia Corporation (NVDA)
Analyst Updates
Royal Bank of Canada reiterated its “Buy” rating on Nvidia’s stock. RBC analyst Srini Pajjuri also reaffirmed their 12 month price target of $240 per share, which reflects sustained conviction in Nvidia’s data cent momentum, particularly its dominance in AI training and inference GPUs. Analysts continues to highlight robust hyperscaler spending trends, expanding enterprise AI adoption, and strong visibility into next-generation Blackwell platform demand. RBC’s thesis centers on durable revenue growth driven by structural AI investment cycles rather than short-term hardware refresh dynamics.
Needham & Company LLC also reiterated its “Buy” rating on the stock, with analyst Quinn Bolton maintaining a 12 month price target of $240.00 per share. Needham’s outlook implies meaningful upside from current levels and is supported by expectations of continued data center revenue acceleration, improving supply-demand balance for high-end AI chips, and expanding software monetization through CUDA and AI frameworks. Analysts view NVDA’s ecosystem advantage and pricing power as key differentiators, reinforcing margin strength despite elevated capital expenditure across the semiconductor industry.
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