Stifel Keeps Buy on NVIDIA, $250 Price Target
- Rating
- Buy
- Price target
- $250
- Implied upside
- +31%
- vs $190.53 prior close
Stifel analyst Ruben Roy reiterated a Buy rating and $250 price target on NVIDIA (NASDAQ: NVDA).
“Last week, Groq announced that it has entered into a non-exclusive licensing agreement with Nvidia for Groq’s inference technology.
As part of the agreement, Groq Founder and President, Jonathan Ross and Sunny Madra, respectively, and other members of the technology team will join NVDA.
Groq will continue to operate as an independent company under CEO Simon Edwards and Groq’s Cloud offering is expected to operate without interruption.
While NVDA did not publicly comment, and no official filings or press releases have disclosed transaction details, various reports have cited a $20bn strategic transaction value for the licensing agreement and talent acquisition.
The deal structure appears similar to NVDA’s transaction with Enfabrica earlier this year.”
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Tracking this call
Since this note+21% NVDA $190.53 → $230.48 (Oct 9) · 67% of the way to the target
This callOpen: NVDA has not reached $250 yet. This 12-month target is scored on Nov 18, 2026. Same target as this firm’s Nov 18, 2025 note, so it is scored there.
Firm track recordStifel: 94% of its 16 targets at least a year old were reached within 12 months (#3 of 20 firms); on NVIDIA, 3 of 3. Accuracy ranking →
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