Stifel Maintains Buy on NVIDIA, $212 Price Target
- Rating
- Buy
- Unchanged
- Target
- $212
- Outcome
- Reached
- on April 27, 2026
What the analyst said
Stifel analyst Ruben Roy reiterated a Buy rating and $212 price target on NVIDIA (NASDAQ: NVDA).
“This afternoon, NVIDIA CEO, Jensen Huang, delivered a high-impact keynote at the company’s GPU Technology Conference (GTC) in Washington, D.C., unveiling a sweeping roadmap across AI accelerators, quantum computing, open models, U.S. manufacturing, enterprise partnerships, robotics, and 6G networking.
NVIDIA’s GTC keynote outlined a roadmap that emphasizes the company’s position as the backbone of global AI infrastructure.
With over $500B in cumulative Blackwell and Rubin orders through the end of CY26, strategic partnerships across government, telecom, pharma, and manufacturing, and a robust product pipeline, NVIDIA is poised for sustained earnings growth and long-term valuation expansion.
Investors should monitor execution on Rubin ramp and further Feynman indications/specs, sovereign AI deployments, and enterprise adoption to assess upside potential.
We provide a summary of NVIDIA’s key announcements from today, as well as our key takeaways from each of the keynote’s outlined focal areas.”
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Where the price stands
NVDA trades at $229. The 27 analysts who set a target in the last 3 months range from $270 to $515, with a median of $315. This $212 target is 33% below the median, the lowest on the Street.
Since the note NVDA has moved +14% (from $201). 12-month window: day 345 of 365, closes on October 29, 2026.
Track record
This call✓ Target reached on April 27, 2026, 6 months after the note.
Firm track recordStifel: 96% of its 24 targets at least a year old were reached within 12 months (#3 of 20 firms); on NVIDIA, 3 of 3. Accuracy ranking →
Stifel on NVIDIA
Stifel price targets on NVIDIA
8 calls from August 25, 2025 to March 17, 2026. The target went from $212 to $250 (+18%). The rating stayed Buy.
- March 17, 2026Kept the $250 targetBuy$250
- February 26, 2026Kept the $250 targetBuy$250
- December 29, 2025Kept the $250 targetBuy$250
- November 20, 2025Kept the $250 targetBuy$250
- November 18, 2025Target raised from $212 (+18%)Buy$250
- October 29, 2025 This noteKept the $212 targetBuy$212
- August 28, 2025Kept the $212 targetBuy$212
- August 25, 2025Earliest call shownBuy$212
