Stifel Reiterates Buy on NVIDIA, $180 Price Target
- Rating
- Buy
- Unchanged
- Target
- $180
- Outcome
- Reached
- on August 4, 2025
What the analyst said
Stifel analyst Ruben Roy reiterated a Buy rating and $180 price target on NVIDIA (NASDAQ: NVDA)
“We view NVDA results and outlook positively, particularly given the better than expected Blackwell revenue outcome F4Q at ~$11bn.
DC segment revenue increased 16% q/q and 93% y/y with DC Compute up 18% q/q and 2x y/y while Networking revenue declined 3% q/q and roughly 8% y/y.
We believe that the Networking segment decline (2 qtrs in a row) is transitory as Blackwell systems ramp.
In aggregate, we believe the pace of the Blackwell ramp is notable given expectations for strong growth in F1Q following the strength seen in F4Q within the context of technical issues early in the production cycle.
We believe that the transition to B300/GB300 is likely to prove less challenging with the potential to drive accelerated revenue growth during 2HF2026.
Management commentary on diverse customer adoption and cluster sizes (100K+ for many deployments) was notable given recent DeepSeek related concerns.”
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Where the price stands
NVDA trades at $229. The 27 analysts who set a target in the last 3 months range from $270 to $515, with a median of $315. This $180 target is 43% below the median, the lowest on the Street.
Since the note NVDA has moved +75% (from $131). The 12-month window closed on February 27, 2026.
Track record
This call✓ Target reached on August 4, 2025, 5 months after the note.
Firm track recordStifel: 96% of its 24 targets at least a year old were reached within 12 months (#3 of 20 firms); on NVIDIA, 3 of 3. Accuracy ranking →
Stifel on NVIDIA
Stifel price targets on NVIDIA
8 calls from December 29, 2025 to August 27, 2026. The target went from $250 to $315 (+26%). The rating stayed Buy.
- August 27, 2026Target raised from $282 (+12%)Buy$315
- August 19, 2026Kept the $282 targetBuy$282
- May 21, 2026Target raised from $250 (+13%)Buy$282
- March 31, 2026Rating only, no price targetBuyNo target
- March 18, 2026Kept the $250 targetBuy$250
- March 17, 2026Kept the $250 targetBuy$250
- February 26, 2026Kept the $250 targetBuy$250
- December 29, 2025Earliest call shownBuy$250
