UBS NVIDIA · NVDA

UBS Reiterates $205 Price Target on Nvidia

1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$205
Outcome
Reached
on October 29, 2025

UBS’s latest target on NVIDIA is now $300 (Oct 9, 2026); the median of 27 firms is $315. UBS has reached 81% of its year-old targets (54 scored).

UBS and NVIDIA logos

What the analyst said

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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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 $179. The 27 analysts who set a target in the last 3 months range from $250 to $515, with a median of $315. This $205 target is 35% below the median, the lowest on the Street.

Since the note NVDA has moved −7% (from $193). The 12-month window closed on October 10, 2026.

Track record

This call✓ Target reached on October 29, 2025, 2 months after the note. Same target as this firm’s August 21, 2025 note, so it is scored there.

Firm track recordUBS: 81% of its 54 targets at least a year old were reached within 12 months (#9 of 26 firms); on NVIDIA, 6 of 6. Accuracy ranking →

UBS on NVIDIA

UBS price targets on NVIDIA

8 calls from August 28, 2025 to January 6, 2026. The target went from $205 to $235 (+15%). The rating stayed Buy.

UBS targetNVDA share price
  1. January 6, 2026Kept the $235 targetBuy$235
  2. December 29, 2025Kept the $235 targetBuy$235
  3. December 9, 2025Kept the $235 targetBuy$235
  4. November 20, 2025Kept the $235 targetBuy$235
  5. October 29, 2025Target raised from $205 (+15%)Buy$235
  6. October 10, 2025 This noteKept the $205 targetBuy$205
  7. September 23, 2025Kept the $205 targetBuy$205
  8. August 28, 2025Earliest call shownBuy$205
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Other analysts on NVIDIA

MizuhoBuy Cut price target −21%, kept ratingCut target Nov 9 $250from $315−21% RBC CapitalBuy Kept rating and price targetReiterated Nov 9 $330maintained BernsteinBuy Kept rating and price targetReiterated Nov 9 $400maintained BairdBuy Kept rating and price targetReiterated Nov 9 $500maintained Goldman SachsBuy Kept rating and price targetReiterated Nov 9 $300maintained
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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.