Analyst firm Rosenblatt Securities raised its price target for Nvidia stock to $325 in March, maintaining a Buy rating amid strong market performance. The company reported Q4 revenue of $68.1 billion, surpassing estimates, and CEO Jensen Huang has cited over $1 trillion in projected demand for its AI platforms. Wall Street’s consensus price target remains lower at approximately $267, with the next earnings report anticipated as a key test for these bullish projections.
Rosenblatt Securities increased its Nvidia price target to $325 from $300 on March 18, keeping its Buy rating intact. This call is currently among the most aggressive on Wall Street, where the consensus target sits around $267.
The firm’s upgrade followed management meetings and a rebuilt financial model. Analyst Hans Mosesmann now projects over $1 trillion in combined revenue from the Blackwell and Rubin AI platforms through 2027.
CEO Jensen Huang stated “We saw $500 billion of very high confidence demand and purchase orders for Blackwell and Rubin through 2026… through 2027, at least $1 trillion dollars.” The firm argues Nvidia’s full-stack AI infrastructure provides a competitive edge.
This optimism is supported by strong fourth-quarter results. Nvidia reported revenue of $68.1 billion, a 73% annual increase that beat Street consensus.
Non-GAAP earnings per share were $1.62, topping estimates by $0.09. Data-center revenue grew 75% to $62.3 billion, now accounting for over 91% of total sales.
Purchase commitments jumped 90% quarter-over-quarter to $95.2 billion. The company’s Q1 fiscal 2027 revenue guidance of $78 billion also exceeded analyst expectations at the time.
Other firms have set high price targets, including Tigress Financial at $360 and Raymond James at $323. Nvidia stock has outperformed the broader market, climbing around 8% over the past month.
The next earnings release is scheduled for May 27, 2026. Analysts see this report as the next test for the current bullish price target projections.
