{"id":69783,"date":"2025-12-09T20:49:43","date_gmt":"2025-12-09T20:49:43","guid":{"rendered":"https:\/\/www.stocktargetadvisor.com\/blog\/?p=69783"},"modified":"2025-12-09T20:50:38","modified_gmt":"2025-12-09T20:50:38","slug":"nvidia-nvda-morningstar-maintains-240-target-forecast","status":"publish","type":"post","link":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/","title":{"rendered":"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast"},"content":{"rendered":"<h2><a href=\"https:\/\/www.stocktargetadvisor.com\/blog\/?p=69783&amp;preview=true\">Nvidia (NVDA)<\/a><\/h2>\n<p data-start=\"274\" data-end=\"759\">Morningstar has updated their coverage on Nvidia Corp, after he company received a significant policy win after U.S. President Donald Trump announced that the company will be permitted to resume selling its H200 AI accelerators, a roughly two-year-old generation of AI GPUs into the Chinese market. Although the U.S. government will impose a 25% revenue cut on Nvidia\u2019s China H200 sales, higher than the previously discussed 15%, Morningstar sees this as an important step toward rebuilding Nvidia\u2019s China AI business.<\/p>\n<p data-start=\"761\" data-end=\"1120\">Morningstar emphasizes that this development helps establish a clearer path for future revenue growth from China, a market that contributed meaningfully to Nvidia\u2019s data-center GPU sales prior to U.S. export restrictions. However, the firm cautions that policy uncertainty remains high, and future reversals or additional restrictions cannot be ruled out.<\/p>\n<p data-start=\"1122\" data-end=\"1616\">At the same time, Morningstar notes that China\u2019s government has recently encouraged domestic AI developers to shift away from Nvidia components in favor of local alternatives. As a result, the H200\u2019s adoption in China is not guaranteed, despite its superior performance compared with the lower-end H20 model previously approved for sale. Still, Trump\u2019s statement that President Xi \u201cresponded positively\u201d suggests that some level of cooperation may help Nvidia regain traction in the region.<\/p>\n<p data-start=\"1618\" data-end=\"1995\">Despite the geopolitical back-and-forth, Morningstar is maintaining its $240 fair value estimate for wide-moat Nvidia, arguing that the shares remain undervalued relative to long-term fundamentals. Morningstar sees the recent selloff in AI-driven stocks as a buying opportunity for investors who can tolerate volatility.<\/p>\n<p data-start=\"1997\" data-end=\"2506\">The research firm continues to assign certain aspects in the sector with uncertainty, reflecting the numerous variables influencing the company\u2019s future, such ad U.S.-China policy tensions, global AI chip demand, competitive dynamics, and technological progress in large language models and hyperscale infrastructure. Morningstar specifically highlights the strength of Google\u2019s Gemini AI model, which leverages Google\u2019s in-house silicon, as a competitive risk that could affect Nvidia\u2019s dominance in AI accelerators over time.\u00a0 Overall, Morningstar views the U.S. approval for H200 China sales as a positive but measured step for Nvidia, acknowledging both the revenue upside and the geopolitical risks that continue to shape the firm&#8217;s long-term outlook.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Nvidia (NVDA) Morningstar has updated their coverage on Nvidia Corp, after he company received a significant policy win after U.S. President Donald Trump announced that&#8230;<\/p>\n","protected":false},"author":3,"featured_media":42958,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"image","meta":{"_acf_changed":false,"footnotes":""},"categories":[1],"tags":[],"class_list":["post-69783","post","type-post","status-publish","format-image","has-post-thumbnail","hentry","category-blog","post_format-post-format-image"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v19.4 (Yoast SEO v21.4) - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Nvidia (NVDA) Morningstar Maintains $240 Target Forecast | Stock Target Advisor<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast\" \/>\n<meta property=\"og:description\" content=\"Nvidia (NVDA) Morningstar has updated their coverage on Nvidia Corp, after he company received a significant policy win after U.S. President Donald Trump announced that...\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/\" \/>\n<meta property=\"og:site_name\" content=\"Stock Target Advisor\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/StockTargetAdvisor\/\" \/>\n<meta property=\"article:published_time\" content=\"2025-12-09T20:49:43+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2025-12-09T20:50:38+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.stocktargetadvisor.com\/blog\/wp-content\/uploads\/2023\/11\/Nvidia-Q3-Earnings-Preview-Analysts-Expect-Stellar-Growth.jpg\" \/>\n\t<meta property=\"og:image:width\" content=\"1200\" \/>\n\t<meta property=\"og:image:height\" content=\"630\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/jpeg\" \/>\n<meta name=\"author\" content=\"STA Research\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:creator\" content=\"@AdvisorTarget\" \/>\n<meta name=\"twitter:site\" content=\"@AdvisorTarget\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"STA Research\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"2 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"Article\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#article\",\"isPartOf\":{\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/\"},\"author\":{\"name\":\"STA Research\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/person\/e15ebb81d4f6861fcecbe1abc54e1cae\"},\"headline\":\"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast\",\"datePublished\":\"2025-12-09T20:49:43+00:00\",\"dateModified\":\"2025-12-09T20:50:38+00:00\",\"mainEntityOfPage\":{\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/\"},\"wordCount\":373,\"commentCount\":4,\"publisher\":{\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#organization\"},\"articleSection\":[\"Market News &amp; Insights\"],\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"CommentAction\",\"name\":\"Comment\",\"target\":[\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#respond\"]}]},{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/\",\"url\":\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/\",\"name\":\"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast | Stock Target Advisor\",\"isPartOf\":{\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#website\"},\"datePublished\":\"2025-12-09T20:49:43+00:00\",\"dateModified\":\"2025-12-09T20:50:38+00:00\",\"breadcrumb\":{\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/\"]}]},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.stocktargetadvisor.com\/blog\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#website\",\"url\":\"https:\/\/www.stocktargetadvisor.com\/blog\/\",\"name\":\"Stock Target Advisor\",\"description\":\"\",\"publisher\":{\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#organization\"},\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.stocktargetadvisor.com\/blog\/?s={search_term_string}\"},\"query-input\":\"required name=search_term_string\"}],\"inLanguage\":\"en-US\"},{\"@type\":\"Organization\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#organization\",\"name\":\"Stock Target Advisor\",\"alternateName\":\"STA\",\"url\":\"https:\/\/www.stocktargetadvisor.com\/blog\/\",\"logo\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/logo\/image\/\",\"url\":\"http:\/\/stocktargetadvisor.com\/wp-content\/uploads\/2019\/10\/STAlogo.jpeg\",\"contentUrl\":\"http:\/\/stocktargetadvisor.com\/wp-content\/uploads\/2019\/10\/STAlogo.jpeg\",\"width\":\"225\",\"height\":\"225\",\"caption\":\"Stock Target Advisor\"},\"image\":{\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/logo\/image\/\"},\"sameAs\":[\"https:\/\/www.facebook.com\/StockTargetAdvisor\/\",\"https:\/\/twitter.com\/AdvisorTarget\"]},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/person\/e15ebb81d4f6861fcecbe1abc54e1cae\",\"name\":\"STA Research\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/13a95c75b44f95ead23f47f0bf10667e57b44ec5150180c8a39a39361cf56169?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/13a95c75b44f95ead23f47f0bf10667e57b44ec5150180c8a39a39361cf56169?s=96&d=mm&r=g\",\"caption\":\"STA Research\"},\"description\":\"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.\",\"url\":\"https:\/\/www.stocktargetadvisor.com\/blog\/author\/sta-research\/\"}]}<\/script>\n<!-- \/ Yoast SEO Premium plugin. -->","yoast_head_json":{"title":"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast | Stock Target Advisor","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/","og_locale":"en_US","og_type":"article","og_title":"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast","og_description":"Nvidia (NVDA) Morningstar has updated their coverage on Nvidia Corp, after he company received a significant policy win after U.S. President Donald Trump announced that...","og_url":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/","og_site_name":"Stock Target Advisor","article_publisher":"https:\/\/www.facebook.com\/StockTargetAdvisor\/","article_published_time":"2025-12-09T20:49:43+00:00","article_modified_time":"2025-12-09T20:50:38+00:00","og_image":[{"width":1200,"height":630,"url":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-content\/uploads\/2023\/11\/Nvidia-Q3-Earnings-Preview-Analysts-Expect-Stellar-Growth.jpg","type":"image\/jpeg"}],"author":"STA Research","twitter_card":"summary_large_image","twitter_creator":"@AdvisorTarget","twitter_site":"@AdvisorTarget","twitter_misc":{"Written by":"STA Research","Est. reading time":"2 minutes"},"schema":{"@context":"https:\/\/schema.org","@graph":[{"@type":"Article","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#article","isPartOf":{"@id":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/"},"author":{"name":"STA Research","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/person\/e15ebb81d4f6861fcecbe1abc54e1cae"},"headline":"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast","datePublished":"2025-12-09T20:49:43+00:00","dateModified":"2025-12-09T20:50:38+00:00","mainEntityOfPage":{"@id":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/"},"wordCount":373,"commentCount":4,"publisher":{"@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#organization"},"articleSection":["Market News &amp; Insights"],"inLanguage":"en-US","potentialAction":[{"@type":"CommentAction","name":"Comment","target":["https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#respond"]}]},{"@type":"WebPage","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/","url":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/","name":"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast | Stock Target Advisor","isPartOf":{"@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#website"},"datePublished":"2025-12-09T20:49:43+00:00","dateModified":"2025-12-09T20:50:38+00:00","breadcrumb":{"@id":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#breadcrumb"},"inLanguage":"en-US","potentialAction":[{"@type":"ReadAction","target":["https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/"]}]},{"@type":"BreadcrumbList","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/nvidia-nvda-morningstar-maintains-240-target-forecast\/#breadcrumb","itemListElement":[{"@type":"ListItem","position":1,"name":"Home","item":"https:\/\/www.stocktargetadvisor.com\/blog\/"},{"@type":"ListItem","position":2,"name":"Nvidia (NVDA) Morningstar Maintains $240 Target Forecast"}]},{"@type":"WebSite","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#website","url":"https:\/\/www.stocktargetadvisor.com\/blog\/","name":"Stock Target Advisor","description":"","publisher":{"@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#organization"},"potentialAction":[{"@type":"SearchAction","target":{"@type":"EntryPoint","urlTemplate":"https:\/\/www.stocktargetadvisor.com\/blog\/?s={search_term_string}"},"query-input":"required name=search_term_string"}],"inLanguage":"en-US"},{"@type":"Organization","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#organization","name":"Stock Target Advisor","alternateName":"STA","url":"https:\/\/www.stocktargetadvisor.com\/blog\/","logo":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/logo\/image\/","url":"http:\/\/stocktargetadvisor.com\/wp-content\/uploads\/2019\/10\/STAlogo.jpeg","contentUrl":"http:\/\/stocktargetadvisor.com\/wp-content\/uploads\/2019\/10\/STAlogo.jpeg","width":"225","height":"225","caption":"Stock Target Advisor"},"image":{"@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/logo\/image\/"},"sameAs":["https:\/\/www.facebook.com\/StockTargetAdvisor\/","https:\/\/twitter.com\/AdvisorTarget"]},{"@type":"Person","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/person\/e15ebb81d4f6861fcecbe1abc54e1cae","name":"STA Research","image":{"@type":"ImageObject","inLanguage":"en-US","@id":"https:\/\/www.stocktargetadvisor.com\/blog\/#\/schema\/person\/image\/","url":"https:\/\/secure.gravatar.com\/avatar\/13a95c75b44f95ead23f47f0bf10667e57b44ec5150180c8a39a39361cf56169?s=96&d=mm&r=g","contentUrl":"https:\/\/secure.gravatar.com\/avatar\/13a95c75b44f95ead23f47f0bf10667e57b44ec5150180c8a39a39361cf56169?s=96&d=mm&r=g","caption":"STA Research"},"description":"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.","url":"https:\/\/www.stocktargetadvisor.com\/blog\/author\/sta-research\/"}]}},"_links":{"self":[{"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/posts\/69783","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/comments?post=69783"}],"version-history":[{"count":3,"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/posts\/69783\/revisions"}],"predecessor-version":[{"id":69800,"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/posts\/69783\/revisions\/69800"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/media\/42958"}],"wp:attachment":[{"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/media?parent=69783"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/categories?post=69783"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.stocktargetadvisor.com\/blog\/wp-json\/wp\/v2\/tags?post=69783"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}