Rosenblatt Affirms Buy on NVIDIA, $220 Price Target
- Rating
- Buy
- Unchanged
- Target
- $220
- Outcome
- Missed
- within 12 months
What the analyst said
Rosenblatt analyst Hans Mosesmann reiterated a Buy rating and $220 price target on NVIDIA (NASDAQ: NVDA)
“Nvidia reports F4Q25 earnings on Wednesday, February 26th, after market close (register for webcast here).
We expect a modest beat and raise for Nvidia’s January quarter and March quarter outlook versus consensus estimates.
All eyes will be on Blackwell commentary, where we see management reaffirming Blackwell shipments beginning in F4Q25 and demand continuing to exceed supply through FY26.
We see shipments of Blackwell accelerating as we progress through the year, with a stronger F2H26.
We continue to view the setup in CY25 positively for Nvidia, with a strong Blackwell ramp that is resilient to unit share losses to GPU and ASIC accelerator players.
Nvidia’s roadmap (which we expect an update at GTC in March) is one of increasing value that is highly complex with multiple configurations.
We reiterate our Buy rating and $220 PT based on ~44x P/E multiple of our FY27 EPS.”
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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 $220 target is 30% below the median, the lowest on the Street.
Since the note NVDA has moved +59% (from $134). The 12-month window closed on February 24, 2026.
Track record
This call✗ Not reached within 12 months: a year after the note NVDA closed at $193, 12% below the $220 target, but it moved the way the analyst expected.
Firm track recordRosenblatt: 80% of its 10 targets at least a year old were reached within 12 months (#17 of 28 firms); on NVIDIA, 3 of 5. Accuracy ranking →
Rosenblatt on NVIDIA
Rosenblatt price targets on NVIDIA
8 calls from December 26, 2025 to August 27, 2026. The target went from $245 to $390 (+59%). The rating stayed Buy.
- August 27, 2026Target raised from $325 (+20%)Buy$390
- August 24, 2026Kept the $325 targetBuy$325
- March 31, 2026Rating only, no price targetBuyNo target
- March 23, 2026Kept the $325 targetBuy$325
- March 18, 2026Kept the $325 targetBuy$325
- March 17, 2026Target raised from $300 (+8%)Buy$325
- February 26, 2026Target raised from $245 (+22%)Buy$300
- December 26, 2025Earliest call shownBuy$245
