Nvidia Corp. (NVDA)
Analyst Update
Sanford C. Bernstein reiterated their “Buy” rating and 12 month price target of $275 on Nvidia’s stock, reflecting sustained confidence in the company’s long-term growth trajectory despite recent volatility in the broader semiconductor sector. Analyst Stacy Rasgon maintained a constructive outlook, reflecting Nvidia’s dominant positioning across AI accelerators, data center GPUs, and high-performance computing, where demand remains structurally strong.
Analysts highlighted that Nvidia continues to benefit from secular AI adoption, with hyperscale customers, enterprises, and sovereign entities expanding investment in AI infrastructure. The firm also pointed to Nvidia’s expanding software ecosystem , including CUDA, networking, and AI platforms as a key competitive moat that supports pricing power and customer stickiness.
While near-term valuation sensitivity and digestion of prior gains remain factors to monitor, analysts view any pullbacks as opportunistic entry points, given Nvidia’s unmatched scale, execution track record, and visibility into multi-year growth drivers. Overall, the reiterated “Buy” rating underscores the view that Nvidia remains a core beneficiary of the global AI build-out, with fundamentals supporting continued outperformance over the medium to long term.
STA Research (StockTargetAdvisor.com) is a independent Investment Research company that specializes in stock forecasting and analysis with integrated AI, based on our platform stocktargetadvisor.com, EST 2007.
