StoneX NVIDIA · NVDA

Benchmark Keeps Buy on NVIDIA, $220 Price Target

Analyst: Cody Acree 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$220
Outcome
Reached
on May 12, 2026
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What the analyst said

Benchmark analyst Cody Acree reiterated a Buy rating and $220 price target on NVIDIA (NASDAQ: NVDA).

“With one of the AI industry’s latest pay-to-play agreements, Nvidia and OpenAI announced today the signing of a letter of intent forming a further strategic partnership between the two companies, whereby Open AI plans to deploy at least 10 gigawatts of AI data centers using Nvidia systems, including millions of GPUs, its interconnectivity solutions (InfiniBand and Spectrum-X Ethernet), and Nvidia’s software stack (e.g., CUDA, TensorRT-LLM).

While no timeline for full deployment was given, the companies expect the first phase to come online in the second half of 2026 using Nvidia’s Vera Rubin platform.”

Disclaimer
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.

Where the price stands

NVDA trades at $218. 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 +19% (from $184). The 12-month window closed on September 23, 2026.

Track record

This call✓ Target reached on May 12, 2026, 8 months after the note. Same target as this firm’s August 28, 2025 note, so it is scored there.

Firm track recordStoneX: 71% of its 14 targets at least a year old were reached within 12 months; on NVIDIA, 4 of 4. Accuracy ranking →

StoneX on NVIDIA

StoneX price targets on NVIDIA

8 calls from August 28, 2025 to September 4, 2026. The target went from $220 to $335 (+52%). The rating stayed Buy.

StoneX targetNVDA share price
  1. September 4, 2026Kept the $335 targetBuy$335
  2. August 27, 2026Kept the $335 targetBuy$335
  3. August 21, 2026Kept the $335 targetBuy$335
  4. May 21, 2026Target raised from $250 (+34%)Buy$335
  5. April 1, 2026Kept the $250 targetBuy$250
  6. March 17, 2026Target raised from $220 (+14%)Buy$250
  7. September 23, 2025 This noteKept the $220 targetBuy$220
  8. August 28, 2025Earliest call shownBuy$220
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Other analysts on NVIDIA

Goldman SachsBuy Kept rating and price target Oct 21 $300maintained UBSBuy Kept rating and price target Oct 9 $300maintained 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
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Price Target is an archive of Wall Street analyst research, published for informational purposes only. Nothing on this site is investment advice, a recommendation, or an offer to buy or sell any security. Analyst ratings and price targets are the opinions of the issuing firms, not of Price Target. Always do your own research or consult a licensed financial adviser.