Bernstein Raises NVIDIA Price Target to $275
- Rating
- Buy
- Target
- $275
- from $225 (+22%)
- Upside
- +20%
- NVDA at $229 today
What the analyst said
Bernstein SocGen Group analyst Stacy A.
Rasgon raised the price target on NVIDIA (NASDAQ: NVDA) to $275 (from $225) while maintaining an Outperform rating.
“We believe investors were anticipating a good guide given the positive newsflow in the AI space recently (capex trends, partnership announcements, sovereign deals etc).
And yet, AI stocks have taken a breather recently on the back of sustainability and “bubble” fears.
Hence, more than just good numbers, we believe investors needed some hand‑holding from Jensen which he provided in spades given his comments around “off the charts” demand, commentary on the company’s competitive positioning and roadmap, and stark reaffirmation of the likely revenue (and margin) trajectory next year which will probably give investors more confidence to underwrite a “stronger for longer” outlook for AI demand.”
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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 $275 target is 13% below the median.
Since the note NVDA has moved +23% (from $187). 12-month window: day 323 of 365, closes on November 20, 2026.
Track record
This callOpen: NVDA has not reached $275 yet. This 12-month target is scored on November 20, 2026.
Firm track recordBernstein: 70% of its 10 targets at least a year old were reached within 12 months (#18 of 20 firms); on NVIDIA, 4 of 4. Accuracy ranking →
Bernstein on NVIDIA
Bernstein price targets on NVIDIA
8 calls from August 28, 2025 to December 29, 2025. The target went from $225 to $275 (+22%). The rating stayed Buy.
- December 29, 2025Kept the $275 targetBuy$275
- December 19, 2025Kept the $275 targetBuy$275
- December 15, 2025Kept the $275 targetBuy$275
- November 26, 2025Kept the $275 targetBuy$275
- November 20, 2025 This noteTarget raised from $225 (+22%)Buy$275
- September 23, 2025Kept the $225 targetBuy$225
- September 19, 2025Kept the $225 targetBuy$225
- August 28, 2025Earliest call shownBuy$225
