Rosenblatt NVIDIA · NVDA

Rosenblatt Maintains Buy on NVIDIA, $300 Price Target

Analyst: Kevin Cassidy 1 min read Reproduced verbatim
Rating
Buy
Unchanged
Target
$300
from $390 (−23%)
Upside
+83%
NVDA at $164 today

10th-highest of 30 current targets on NVIDIA, 3% above the $290 median. Rosenblatt has reached 60% of its year-old targets (20 scored).

Rosenblatt and NVIDIA logos

What the analyst said

Rosenblatt analyst Kevin Cassidy reiterated a Buy rating and $300 price target on NVIDIA (NASDAQ: NVDA).

“With the announcement of NVIDIA’s CEO Jensen Huang’s resignation, we expect employees, suppliers and customers to rally around the company. NVIDIA’s central role in the AI ecosystem makes significant changes to its strategy or relationships unlikely.

Mr. Huang has built a resilient organization that has navigated multiple setbacks, and the company’s fundamentals remain solid. We remain comfortable with our earnings estimates but, consistent with other companies in our coverage, are applying a lower valuation multiple, resulting in a 12-month price target of $300.”

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 $164. 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 0 of 365, closes on November 12, 2027.

Track record

This callOpen: a 12-month target, scored on November 12, 2027, a year after the note.

Firm track recordRosenblatt: 60% of its 20 targets at least a year old were reached within 12 months (#24 of 26 firms); on NVIDIA, 3 of 5. Accuracy ranking →

Rosenblatt on NVIDIA

Rosenblatt price targets on NVIDIA

8 calls from February 26, 2026 to November 12, 2026. The target is back at $300, after moving between $300 and $390. The rating stayed Buy.

Rosenblatt targetNVDA share price
  1. November 12, 2026 This noteTarget cut from $390 (−23%)Buy$300
  2. August 27, 2026Target raised from $325 (+20%)Buy$390
  3. August 24, 2026Kept the $325 targetBuy$325
  4. March 31, 2026Rating only, no price targetBuyNo target
  5. March 23, 2026Kept the $325 targetBuy$325
  6. March 18, 2026Kept the $325 targetBuy$325
  7. March 17, 2026Target raised from $300 (+8%)Buy$325
  8. February 26, 2026Earliest call shownBuy$300
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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 Goldman SachsBuy Kept rating and price targetReiterated Nov 12 $220maintained BairdHold Kept rating and price targetReiterated Nov 12 $200maintained BMO CapitalBuy Cut price target −29%, kept ratingCut target Nov 12 $240from $340−29%
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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.