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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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 →
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.
- November 9, 2026Target cut from $315 (−21%)Buy$250
- August 27, 2026 This noteTarget raised from $300 (+5%)Buy$315
- May 21, 2026Target raised from $275 (+9%)Buy$300
- February 26, 2026Target raised from $245 (+12%)Buy$275
- December 30, 2025Kept the $245 targetBuy$245
- November 20, 2025Target raised from $235 (+4%)Buy$245
- October 29, 2025Target raised from $225 (+4%)Buy$235
- October 13, 2025Earliest call shownBuy$225





