Bernstein Reaffirms Outperform on NVIDIA, $175 Price Target
- Rating
- Buy
- Unchanged
- Target
- $175
- Outcome
- Reached
- on July 28, 2025
What the analyst said
Bernstein SocGen Group analyst Stacy Rasgon reiterated an Outperform rating and $175 price target on NVIDIA (NASDAQ: NVDA).
“Overall we thought the keynote was compelling enough (Jensen always puts on a good show)…True, there was not much incremental on the datacenter business but frankly this is CES (with GTC around the corner) so not really the forum for that anyway.
But the announcements made, spanning across gaming (new 50XX series cards), automotive (with Toyota announced as a new AV partner), robotics and physical AI (Cosmos, Omniverse), and even new compact AI developer workstation (DIGITS) were enough for us at this point.
We think there is plenty here to keep investors excited as the company not only executes on their current requirements but also continues to shape what might come next in the industry.
We rate NVDA Outperform with a $175 target price.”
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Where the price stands
NVDA trades at $214. The 27 analysts who set a target in the last 3 months range from $270 to $515, with a median of $315. This $175 target is 44% below the median, the lowest on the Street.
Since the note NVDA has moved +53% (from $140). The 12-month window closed on January 8, 2026.
Track record
This call✓ Target reached on July 28, 2025, 7 months after the note.
Firm track recordBernstein: 75% of its 12 targets at least a year old were reached within 12 months (#22 of 28 firms); on NVIDIA, 4 of 4. Accuracy ranking →
Bernstein on NVIDIA
Bernstein price targets on NVIDIA
8 calls from December 19, 2025 to August 27, 2026. The target went from $275 to $400 (+45%). The rating stayed Buy.
- August 27, 2026Target raised from $315 (+27%)Buy$400
- May 21, 2026Target raised from $300 (+5%)Buy$315
- March 23, 2026Rating only, no price targetBuyNo target
- March 18, 2026Kept the $300 targetBuy$300
- March 17, 2026Kept the $300 targetBuy$300
- February 26, 2026Target raised from $275 (+9%)Buy$300
- December 29, 2025Kept the $275 targetBuy$275
- December 19, 2025Earliest call shownBuy$275
