Analysts have raised Nvidia’s stock price targets following the release of its fiscal Q1 2027 earnings, with a new range between $270 and $325. The average target now sits at $275.83, according to S&P Global Market Intelligence. The focus now shifts to the company’s earnings call for guidance on future performance and margins.
Analysts from multiple firms increased their price targets for Nvidia stock after its earnings report. HSBC set the highest target at $325, while others including DA Davidson and KeyBanc raised theirs to $300.
Morgan Stanley analyst Joseph Moore lifted his target to $285, building a case around a potential $1 trillion long-run revenue scenario. “Visibility into the supply chain has improved materially,” Moore stated in his research note.
His model forecasts revenue and earnings approximately $3 billion above consensus. The note also highlighted potential gross-margin pressure during the rollout of new chip architectures.
GF Securities analyst Jeff Pu pointed to stronger AI chip shipments and a growing data-center opportunity as reasons for his target increase to $308. He noted Nvidia’s cash position could support a new buyback program.
A significant overhang remains the company’s access to the Chinese market. Nvidia lost access to the H20 market there in April 2025, which had generated $17.1 billion in sales in 2024.
U.S. regulators approved H200 chip sales to 10 Chinese firms, but local approvals are stalled. Chinese companies are being pushed toward domestic alternatives instead.
