Mizuho Raises NVIDIA Price Target to $315

Analyst: Vijay Rakesh 1 min read Reproduced verbatim
Rating
Outperform
Target
$315
from $300 (+5%)
Upside
+79%
NVDA at $176 today

Mizuho’s latest target on NVIDIA is now $250 (Nov 9, 2026); the median of 28 firms is $315. Mizuho has reached 88% of its year-old targets (69 scored).

Mizuho and NVIDIA logos

What the analyst said

Mizuho analyst Vijay Rakesh raised the price target on NVIDIA (NASDAQ: NVDA) to $315 (from $300) while maintaining an Outperform rating.

“NVDA reported better JulQ rev/EPS of $96.2B/$2.22 and good OctQ guide to $108B. Key points: 1) F28E guided up >70% y/y, we estimate to ~$700B (WELL ABOVE $574B consensus), with demand (up 100% y/y) and supply tight, as CPU revs up >100% y/y to we believe >$40B,

2) JulQ DC revs of ~$89B up 18% q/q with strong Blackwell Ultra ramps, with OctQ guided up 12% q/q,

3) Vera Rubin (VR) now shipping, potentially reaching ~20% of OctQ revs, But

4) OctQ GMs down 100bps q/q to 74%, bottoming in JanQ at 71-72% and settling at 72-73% for F28E (prior long-term target ~75%) with partial memory cost absorption.

Reiterate Outperform and raise PT to $315, at ~20x F28E P/E, as we see NVDA remaining the AI-GPU leader.”

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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 $176. The 28 analysts who set a target in the last 3 months range from $200 to $515, with a median of $315. This $315 target is in line with the median.

Since the note NVDA has moved −16% (from $210). 12-month window: day 76 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 recordMizuho: 88% of its 69 targets at least a year old were reached within 12 months (#2 of 26 firms); on NVIDIA, 8 of 8. Accuracy ranking →

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

Mizuho on NVIDIA

Mizuho price targets on NVIDIA

8 calls from October 13, 2025 to November 9, 2026. The target went from $225 to $250 (+11%). The rating stayed Buy.

Mizuho targetNVDA share price
  1. November 9, 2026Target cut from $315 (−21%)Buy$250
  2. August 27, 2026 This noteTarget raised from $300 (+5%)Buy$315
  3. May 21, 2026Target raised from $275 (+9%)Buy$300
  4. February 26, 2026Target raised from $245 (+12%)Buy$275
  5. December 30, 2025Kept the $245 targetBuy$245
  6. November 20, 2025Target raised from $235 (+4%)Buy$245
  7. October 29, 2025Target raised from $225 (+4%)Buy$235
  8. October 13, 2025Earliest call shownBuy$225
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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.