Freedom Broker Raises NVIDIA Price Target to $305

Analyst: Egor Tolmachev 1 min read Reproduced verbatim
Rating
Buy
Target
$305
from $275 (+11%)
Upside
+68%
NVDA at $182 today
Freedom Broker and NVIDIA logos

What the analyst said

Freedom Broker analyst Egor Tolmachev raised the price target on NVIDIA (NASDAQ: NVDA) to $305 (from $275) while maintaining a Buy rating on August 27, 2026.

“NVIDIA’s second quarter did not so much change the investment case as change the argument.

The results beat on every line of the P&L, yet the stock moved only when management put a number on next year — the first full-year guide in the company’s history, and one framed as a supply ceiling rather than a demand estimate.

That single disclosure shifts the debate from whether the cycle persists to whether NVIDIA can physically serve it. What the market received in exchange is a less comfortable set of questions.

Management reset the forward gross margin path on memory costs, cash conversion weakened as payment terms extended, and the balance sheet now carries a scale of supply commitments, equity stakes and customer guarantees without precedent in the sector.

None of these is a growth problem; all of them are quality-of-earnings and balance sheet problems. We reiterate our Buy rating and increase the price target to $305.”

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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 $182. The 27 analysts who set a target in the last 3 months range from $270 to $515, with a median of $315. This $305 target is 3% below the median.

Since the note NVDA has moved −13% (from $210). 12-month window: day 70 of 365, closes on August 27, 2027.

Track record

This callOpen: NVDA has not reached $305 yet. This 12-month target is scored on August 27, 2027.

Firm track recordToo early to score Freedom Broker: price targets are 12-month calls and fewer than 5 of its targets are a year old. 12 of its 26 open targets have already been reached. How we score

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