Nvidia in the Spotlight: Wall Street Analysts Reveal 2026 Stock Price Forecast for NVDA

Jakarta, Pintu News – Nvidia started today’s trading session on a positive note, after reports surfaced that the company is in discussions to invest $30 billion in OpenAI.

Morgan Stanley Targets Nvidia Share Price at $250

On the other hand, CEO Jensen Huang expressed his hope that the Chinese government would approve the sale of Nvidia’s latest AI chip, the H200, in the country. According to a Reuters report, the licensing process for the chip is nearing completion.

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“The license for the H200 is being finalized. I hope the Chinese government will also allow Nvidia to sell the H200 there. The decision is in their hands, and I hope the outcome will be positive,” Huang told Reuters.

In response to this development, Morgan Stanley on Thursday, January 29, reiterated its ‘Overweight’ rating and $250 stock price target for Nvidia. This is based on increasingly strong market observations in the artificial intelligence sector.

Although Nvidia’s stock value, now estimated at $4.65 trillion, had underperformed expectations, the bank emphasized that the company’s valuation remains attractive relative to projected growth, especially with an estimated 63% revenue growth.

Nvidia’s Target Price in 2026

Bernstein also maintained a ‘Buy’ rating on Nvidia’s shares the day before, with a price target of $275 in the next 12 months, reflecting confidence in the company’s long-term growth prospects, despite volatility in the semiconductor sector.

Analyst Stacy Rasgon highlighted Nvidia’s dominant position in the AI accelerators, GPUs for data centers, and high-performance computing (HPC) markets – segments where demand remains stable.

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Rasgon also noted that Nvidia continues to benefit from the structural growth of the AI industry, with hyperscaler companies, large corporations, and state institutions increasingly investing in AI infrastructure.

While recognizing that there is valuation sensitivity in the short term and the potential for price consolidation after previous strong gains, Bernstein sees the price correction as an attractive buying opportunity, thanks to Nvidia’s unparalleled business scale, solid execution track record and clear multi-year growth projections.

Overall, this view is in line with Wall Street consensus, given that Nvidia has received 41 ‘Buy’ recommendations in the last 90 days according to TipRanks.

For price projections, Morgan Stanley’s target is slightly below average, while Bernstein’s is slightly above, with the average price target for NVDA shares over the next 12 months at around $264, reflecting a potential upside of almost 40% from the current price.

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Reference:

• Finbold. Wall Street sets Nvidia price target. Accessed on February 2, 2026