UBS Reiterates $205 Price Target on Nvidia

UBS analyst Timothy Arcuri reiterated on October 10, 2025, a ‘Buy’ rating and $205 price target on Nvidia.

“We see Perspective as a leader in the next-gen radiopharmaceutical space, having proprietary know-how in developing potent lead-212 isotope based therapies that could provide greater efficacy and cleaner safety vs. first gen radiopharma agents.

At $289M in mkt cap, we see room for shares to appreciate headed into key catalysts at ESMO and into 2026 across key programs.

While the radiopharmaceutical space is increasingly competitive, perspective’s investment in a US regional manufacturing network coupled with deep technical expertise in lead based radiopharmaceuticals provides high barriers to entry and scarcity value in its platform which should remain of long-term interest to pharma strategics.”

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