Stifel Keeps Buy on NVIDIA, $180 Price Target
- Rating
- Buy
- Price target
- $180
- Implied upside
- +36%
- vs $132.83 prior close
Stifel analyst Ruben Roy reiterated a Buy rating and $180 price target on NVIDIA (NASDAQ: NVDA).
“NVDA reports its F1Q25 (Apr.) results on Wednesday, 5/28. We expect largely inline results and outlook despite the negative top-line impact related to recently disclosed H20 restrictions.
Our supply chain discussions continue to point to significant acceleration into 2H with the recent news regarding NVDA’s expanding footprint in the UAE and Saudi Arabia, which are supported by U.S. policy shifts, incremental to our broader supply chain conversations.
We expect the near-term investor debate to remain centered on: (1) hyperscaler demand and sustainability of infrastructure investment, (2) potential incremental impacts related to China export restrictions, and (3) potential margin pressure on early GB200/300 ramps.
We do not expect any change to NVDA’s leadership positioning in shaping global AI infrastructure and we continue to view shares as attractively valued within the context of that positioning.”
The price target and rating on this page are the opinion of the issuing research firm and its analyst, not of Price Target. This page is published for informational purposes only and is not investment advice, a recommendation, or an offer to buy or sell any security. Past performance does not guarantee future results. Consider your own circumstances and consult a licensed financial adviser before making investment decisions.
This research note is reproduced verbatim from the issuing firm. Price Target never edits, paraphrases or alters analysts’ words — we only republish them in one place.
Tracking this call
Since this note+74% NVDA $132.83 → $230.48 (Oct 9) · target reached
This call✓ Target reached on Aug 4, 2025, 2 months after the note.
Firm track recordStifel: 94% of its 16 targets at least a year old were reached within 12 months (#3 of 20 firms); on NVIDIA, 3 of 3. Accuracy ranking →
More from Stifel on NVIDIA
Other NVIDIA notes
Yorkville IvesBuy
Initiated coverage · Oct 7
$300
CantorBuy
Kept rating and price target · Oct 5
$350maintained
CantorBuy
Kept rating and price target · Oct 1
$350maintained
CitiBuy
Kept rating and price target · Sep 28
$315maintained
Goldman SachsBuy
Kept rating and price target · Sep 10
$300maintained