Morgan Stanley NVIDIA · NVDA

Morgan Stanley Reiterates Overweight on NVIDIA, $288 Price Target

1 min read Reproduced verbatim
Rating
Overweight
Unchanged
Target
$288
Unchanged
Upside
+54%
NVDA at $187 today
Morgan Stanley and NVIDIA logos

What the analyst said

Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and $288 price target on NVIDIA (NASDAQ: NVDA) after NDR highlights diversified growth opportunities.

“NVIDIA NDR with the executive team highlighted high confidence in an accelerating and diversifying growth story that should show appeal to value investors as well as growth.

Key takeaways included: Accelerating growth still the focus from here; Citing growth from AI lab share gains, from hyperscalers, but also from a broader base of neoclouds, enterprise, and sovereigns; Hyperscale remains a strong growth vector with networking & CPU adding to SAM; As space, power, and geopolitics are central to decision making sovereign and neoclouds could outpace over time; Increasing focus on value based investors – in addition to core growth – could be key to closing value gap vs. peers; reiterate OW/top pick in semis.”

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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 $187. The 27 analysts who set a target in the last 3 months range from $270 to $515, with a median of $315. This $288 target is 9% below the median.

Since the note NVDA has moved −8% (from $203). 12-month window: day 119 of 365, closes on July 10, 2027.

Track record

This callOpen: NVDA has not reached $288 yet. This 12-month target is scored on May 21, 2027. Same target as this firm’s May 21, 2026 note, so it is scored there.

Firm track recordMorgan Stanley: 82% of its 50 targets at least a year old were reached within 12 months (#8 of 26 firms); on NVIDIA, 8 of 8. Accuracy ranking →

Morgan Stanley on NVIDIA

Morgan Stanley price targets on NVIDIA

8 calls from February 26, 2026 to August 27, 2026. The target went from $260 to $300 (+15%). The rating stayed Buy.

Morgan Stanley targetNVDA share price
  1. August 27, 2026Target raised from $288 (+4%)Buy$300
  2. July 10, 2026 This noteKept the $288 targetBuy$288
  3. June 3, 2026Kept the $288 targetBuy$288
  4. May 21, 2026Target raised from $285 (+1%)Buy$288
  5. May 18, 2026Target raised from $260 (+10%)Buy$285
  6. March 17, 2026Kept the $260 targetBuy$260
  7. March 2, 2026Kept the $260 targetBuy$260
  8. February 26, 2026Earliest call shownBuy$260
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Other analysts on NVIDIA

Goldman SachsBuy Kept rating and price target Oct 21 $300maintained UBSBuy Kept rating and price target Oct 9 $300maintained Yorkville IvesBuy Initiated coverage Oct 7 $300 CantorBuy Kept rating and price target Oct 5 $350maintained CantorBuy Kept rating and price target Oct 1 $350maintained
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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.