Morgan Stanley Raises NVIDIA Price Target to $200
- Rating
- Buy
- Price target
- $200
- from $170
- Implied upside
- +14%
- vs $175.51 prior close
Morgan Stanley analyst Joseph Moore raised the price target on NVIDIA (NASDAQ: NVDA) to $200 (from $170) while maintaining an Overweight rating.
“We raise our 2026 MW EPS multiple from 28x to 33x, increasing our PT from $170 to $200 on $6.02 MW EPS.
We remain enthusiastic on the levels of aggregate demand for Blackwell as token growth continues to outpace what Nvidia can ship.
Supply bottlenecks will continue to set the pace of growth, but supply is set to improve in the second half, that should accelerate the momentum of EPS revisions. Remains out Top Pick in semis.”
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+36% NVDA $175.51 → $239.24 (Oct 7) · target reached
This call at 6 months✓ Target reached on Oct 28, 2025, 3 months after the note. At 12 months: reached.
Firm track recordMorgan Stanley reached 66% of its 53 scored targets within six months (#16 of 31 firms); on NVIDIA, 3 of 6. Accuracy ranking →
More from Morgan Stanley on NVIDIA
Other NVIDIA notes
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
Piper SandlerBuy
Initiated coverage · Sep 10
$300