Nvidia Stock Sees Bullish Momentum as Analysts Raise Price Targets

Nvidia (NVDA) continues to attract strong support from analysts, with several firms raising their price targets and reiterating bullish ratings which comes on the heels of Nvidia has announcing it will resume sales of its H20 AI chips to China after receiving U.S. government approval, marking a reversal of previous export restrictions that had cost the company billions in lost sales. The move is tied to broader U.S.-China negotiations, particularly around rare-earth trade, and aims to strike a balance between economic interests and national security concerns. The H20 chips are specifically designed to comply with U.S. export controls, limiting their military applications. While some U.S. lawmakers have criticized the decision, the White House supports it as a way to cap Huawei’s technological advancement without giving China access to Nvidia’s most powerful AI chips. The news sparked a 4–5% jump in Nvidia’s stock on Tuesday, while CEO Jensen Huang praised Chinese AI development during a recent visit to Beijing, emphasizing that American chips should power global AI innovation.

Analyst Coverage Updates

On July 16, 2025, Jefferies Financial Group raised its price target on Nvidia from $185 to $200,.

Bank of America also expressed strong confidence in Nvidia, lifting its target from $180 to $220, also on the 16th.

Again on July 16th, Needham & Company LLC maintained its Buy rating while raising its 12-month price target from $160 to $200.

On July 15, 2025, Mizuho reiterated its Outperform rating and increased its target from $185 to $192.

Also on July 15, Oppenheimer reaffirmed its Outperform rating and lifted its price target from $175 to $200.

Together, these analyst actions underscore a clear theme: Nvidia remains a top-tier pick in the tech space, driven by strong fundamentals, leadership in next-gen computing, and continued demand across multiple industries. The series of raised targets suggests analysts expect Nvidia’s earnings and revenue to keep pace with its ambitious innovation roadmap.

Analysts have a consensus “Firm Buy” rating on Nvidia’s stock, with the most recent average 12-month price target set at $204 per share, reflecting continued confidence in the company’s growth prospects.