Three major Wall Street firms—Citi, Bank of America, and JPMorgan—have all set a Nvidia stock price target of $300 following CEO Jensen Huang’s GTC 2026 keynote. This represents a potential upside of over 60% from the stock’s current trading range of $171 to $182. The bullish consensus is driven by Nvidia‘s updated data center demand visibility of over $1 trillion for 2025–2027, a significant increase from earlier estimates.
Three of Wall Street’s largest firms have converged on a $300 price target for Nvidia stock. This consensus from Citi, Bank of America, and JPMorgan followed the company’s GTC 2026 event and implies more than 60% upside from current levels.
The revised target centers on a $1 trillion data center demand forecast for calendar years 2025 through 2027. Bank of America analyst Vivek Arya reaffirmed his $300 target by citing this increased visibility, which doubled from a $500 billion figure disclosed in October 2025.
Citi noted the $1 trillion figure already exceeds the Street’s prior $950 billion estimate. The firm’s analysis pointed to “tens of billions” in additional potential upside from categories not yet included.
JPMorgan calculated the doubled demand implies $50 to $70 billion in upside versus consensus for 2026 and 2027 revenues. Other firms like Jefferies raised their target to $275, stating “Nvidia will remain the dominant supplier of acceleration solutions for data centers.”
Goldman Sachs, with a $250 target, said the $1 trillion visibility “can help resolve investor concerns around peak CapEx in 2026.” Wells Fargo, at $265, simply stated the updated order visibility “beats the bogey.” The current average analyst price target is approximately $269.
Potential headwinds include the company’s execution on its first-quarter fiscal 2027 revenue guidance of $78 billion. This guidance excludes China data center revenue due to ongoing export restrictions, a variable highlighted by a prior $4.5 billion charge related to the H20 product. Nvidia stock has declined about 7% year-to-date in 2026.
