Analysts maintain a bullish consensus price target of nearly $269 for Nvidia (NVDA) stock, with a high-end target of $380. The outlook is supported by record quarterly earnings and significant institutional buying, including a more than 54% increase in Ray Dalio’s Bridgewater Associates stake. CEO Jensen Huang has emphasized a major inflection point for “agentic AI,” driving the company’s financial performance and analyst confidence.
The consensus Nvidia stock price target is $268.80 based on analysis from 47 analysts, with predictions ranging from $140 to $380. Nvidia stock currently trades around $202, below its October 2025 all-time high of $212.19.
Record earnings and institutional investment underpin this forecast. Ray Dalio‘s Bridgewater Associates increased its Nvidia position by over 54% last quarter, making it the firm’s largest tech holding.
The company reported fiscal Q4 2026 revenue of $68.1 billion, a 73% annual increase driven by data center sales. Guidance for Q1 FY2027 is set at $78 billion, surpassing Wall Street expectations.
CEO Jensen Huang stated on the earnings call, “The world is now awakened to the agentic AI inflection.” He later elaborated at an event that, “Every company in the world today needs to have an agentic system strategy.”
Analyst sentiment remains strongly positive. John Vinh of KeyBanc cited Nvidia‘s software stack as a significant barrier to entry for competitors.
Dan Ives of Wedbush called Nvidia the sole chip fueling the AI revolution. He provided a base case for the stock to reach $250 by the end of 2026.
Major firms like Bank of America and Cantor Fitzgerald have issued buy ratings with targets of $275 and $300 respectively. The broad analyst consensus suggests the previous all-time high is viewed as a temporary ceiling.
