Nvidia Corp. (NVDA) Mizuho Securities Raises Target on Sustained AI Demand

Mizuho Securities raised the 12 month target price on Nvidia to $275 from $245, while the firm maintained its “Outperform” rating, underscoring continued confidence in Nvidia’s dominant position across artificial intelligence hardware and software ecosystems. Analyst Vijay Rakesh highlighted strong and durable demand for Nvidia’s data-center products, driven by accelerated adoption of generative AI, large language models, and high-performance computing workloads across hyperscalers, enterprises, and sovereign AI initiatives.

The valuation increase reflects expectations for sustained revenue and margin expansion as Nvidia benefits from a robust product roadmap, including next-generation GPUs, networking solutions, and tightly integrated software platforms that enhance customer lock-in. Analysts also pointed to Nvidia’s scale, execution, and expanding total addressable market as key competitive advantages, positioning the company to capture incremental AI spending over multiple years.