Bernstein NVIDIA · NVDA

Bernstein Reiterates Outperform on NVIDIA

1 min read Reproduced verbatim
Rating
Outperform
Unchanged

Bernstein’s latest target on NVIDIA is now $400 (Nov 9, 2026); the median of 28 firms is $315. Bernstein has reached 80% of its year-old targets (25 scored).

Bernstein and NVIDIA logos

What the analyst said

Bernstein analyst Stacy A. Rasgon weighs in on semiconductor stocks amid AI demand: “Own Both NVDA and AVGO”.

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Track record

Firm track recordBernstein: 80% of its 25 targets at least a year old were reached within 12 months (#10 of 26 firms); on NVIDIA, 4 of 4. Accuracy ranking →

Bernstein on NVIDIA

Bernstein price targets on NVIDIA

8 calls from December 19, 2025 to August 27, 2026. The target went from $275 to $400 (+45%). The rating stayed Buy.

Bernstein targetNVDA share price
  1. August 27, 2026Target raised from $315 (+27%)Buy$400
  2. May 21, 2026Target raised from $300 (+5%)Buy$315
  3. March 23, 2026 This noteRating only, no price targetBuyNo target
  4. March 18, 2026Kept the $300 targetBuy$300
  5. March 17, 2026Kept the $300 targetBuy$300
  6. February 26, 2026Target raised from $275 (+9%)Buy$300
  7. December 29, 2025Kept the $275 targetBuy$275
  8. December 19, 2025Earliest call shownBuy$275
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Other analysts on NVIDIA

Yorkville IvesBuy Kept rating and price targetReiterated Nov 11 $300maintained BairdHold Downgraded, cut price target −60%Downgraded Nov 11 $200from $500−60% Bank of AmericaBuy Kept rating and price targetReiterated Nov 10 $350maintained Wells FargoBuy Cut price target −5%, kept ratingCut target Nov 10 $300from $315−5% MizuhoBuy Cut price target −21%, kept ratingCut target Nov 9 $250from $315−21%
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