Stifel NVIDIA · NVDA

Stifel Raises NVIDIA Price Target to $315

Analyst: Ruben Roy 1 min read Reproduced verbatim
Rating
Buy
Target
$315
from $282 (+12%)
Upside
+69%
NVDA at $187 today
Stifel and NVIDIA logos

What the analyst said

Stifel analyst Ruben Roy raised the price target on NVIDIA (NASDAQ: NVDA) to $315 (from $282) while maintaining a Buy rating.

“F2Q revenue of $96.2bn (+106% y/y) and adj-EPS of $2.22 beat consensus estimates of $92.2bn and $2.09. F3Q was guided to $108B (~3% against consensus).

More importantly, management issued its first longer-term, full-year outlook in company history, with expectations for FY28 revenue growth of approximately 70%, which considers continued supply constraints against a demand environment that was characterized as supportive of 100% revenue growth.

An offsetting gross margin reset to 72-73% is a memory cost pass-through, not pricing erosion; price increases take effect in F1Q28, and approximately $350bn of supply commitments convert cost exposure into volume firmness.

Vera Rubin is ramping (fastest product ramp in company history), with revenue opportunity per gigawatt compounding from $18bn (Hopper) to $40bn.

Meanwhile, $108.5bn of contingent guarantees and neocloud take-or-pay revenue share buy exclusivity on land and power, while adding a recurring, utilization-linked layer we do not believe is in the shares.”

Disclaimer
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 $315 target is in line with the median.

Since the note NVDA has moved −11% (from $210). 12-month window: day 73 of 365, closes on August 27, 2027.

Track record

This callOpen: NVDA has not reached $315 yet. This 12-month target is scored on August 27, 2027.

Firm track recordStifel: 83% of its 42 targets at least a year old were reached within 12 months (#6 of 26 firms); on NVIDIA, 4 of 4. Accuracy ranking →

Earnings reactionOne of 23 notes after NVIDIA’s Aug 26 results: 16 raised · 0 cut · 7 kept. See every call →

Stifel on NVIDIA

Stifel price targets on NVIDIA

8 calls from December 29, 2025 to August 27, 2026. The target went from $250 to $315 (+26%). The rating stayed Buy.

Stifel targetNVDA share price
  1. August 27, 2026 This noteTarget raised from $282 (+12%)Buy$315
  2. August 19, 2026Kept the $282 targetBuy$282
  3. May 21, 2026Target raised from $250 (+13%)Buy$282
  4. March 31, 2026Rating only, no price targetBuyNo target
  5. March 18, 2026Kept the $250 targetBuy$250
  6. March 17, 2026Kept the $250 targetBuy$250
  7. February 26, 2026Kept the $250 targetBuy$250
  8. December 29, 2025Earliest call shownBuy$250
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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.