Morgan Stanley NVIDIA · NVDA

Morgan Stanley Keeps Overweight on NVIDIA, $300 Price Target

Analyst: Joseph Moore 1 min read Reproduced verbatim
Rating
Overweight
Unchanged
Target
$300
Unchanged
Upside
+81%
NVDA at $166 today

10th-highest of 30 current targets on NVIDIA, 3% above the $290 median. Morgan Stanley has reached 80% of its year-old targets (51 scored).

Morgan Stanley and NVIDIA logos

What the analyst said

Morgan Stanley analyst Joseph Moore reiterated an Overweight rating and $300 price target on NVIDIA (NASDAQ: NVDA).

“NVDA has been removed as our Top Pick under Morgan Stanley Research’s stop-loss policy for Top Picks (the stock price has dropped more than 25% since it was named Top Pick on October 2. There is no change to our OW view, which is based on a strong and durable AI buildout, with potential for share gains if and when land power shell emerges as a constraint. We do acknowledge that the near term uncertainty will remain, as CEO Jensen Huang’s leadership is crucial to the company’s strategic direction in our view, but there is no change to our twelve month price target.”

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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 $166. The 30 analysts who set a target in the last 3 months range from $185 to $515, with a median of $290. This $300 target is 3% above the median.

12-month window: day 1 of 365, closes on November 11, 2027.

Track record

This callOpen: NVDA has not reached $300 yet. This 12-month target is scored on November 11, 2027.

Firm track recordMorgan Stanley: 80% of its 51 targets at least a year old were reached within 12 months (#9 of 26 firms); on NVIDIA, 8 of 8. Accuracy ranking →

Morgan Stanley on NVIDIA

Morgan Stanley price targets on NVIDIA

8 calls from March 2, 2026 to November 11, 2026. The target went from $260 to $300 (+15%). The rating stayed Buy.

Morgan Stanley targetNVDA share price
  1. November 11, 2026 This noteKept the $300 targetBuy$300
  2. August 27, 2026Target raised from $288 (+4%)Buy$300
  3. July 10, 2026Kept the $288 targetBuy$288
  4. June 3, 2026Kept the $288 targetBuy$288
  5. May 21, 2026Target raised from $285 (+1%)Buy$288
  6. May 18, 2026Target raised from $260 (+10%)Buy$285
  7. March 17, 2026Kept the $260 targetBuy$260
  8. March 2, 2026Earliest call shownBuy$260
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Other analysts on NVIDIA

DA DavidsonBuy Cut price target −33%, kept ratingCut target Nov 12 $200from $300−33% StoneXHold Downgraded Nov 12 RosenblattBuy Kept rating and price targetReiterated Nov 12 $300maintained Goldman SachsBuy Kept rating and price targetReiterated Nov 12 $220maintained BairdHold Kept rating and price targetReiterated Nov 12 $200maintained
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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.