Morgan Stanley cuts eye-popping price target on Nvidia stock

Nvidia (NVDA) stock Clearly AI has been Wall Street’s biggest winner, but Morgan Stanley thinks it has a lot of room to run.

Analyst Joe Moore recently bumped from his price target $250 who $235a giant 38% up From Nvidia’s current price $181.46.

Moore, rated 5 stars on TipRanks, feels anxious Google-parent Alphabet (GOOGL) or Advanced Micro Devices (AMD) catching up”overstated“New tests confirm that Nvidia hasn’t lost any meaningful market share.

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Instead, demand for its GPUs, HBM, and advanced packaging remains hotter than expected as businesses race to scale AI models.

Moore feels that Nvidia still remains the go-to for customers, as it continues to offer the best overall cost-and-performance equation, backed by a strong software stack and a reliable long-term roadmap.

Moore’s optimism lies in Nvidia’s “end-to-end advantage” in the GPU space.

That strong combo of superior chip performance, software maturity, and deployment speed puts it above the competition.

In short, customers choose Nvidia not for its raw power, but because it shortens training time and lowers operating costs, while keeping large-scale AI projects on schedule.

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Moore also noted how aggressively hyperscalers are ramping up AI workloads with tight supply for GPUs, HBM, and advanced packaging, reinforcing Nvidia’s enviable position in the race.

For perspective, Nvidia sits at Wall Street’s consensus on the stock Average $250.66 price targetThat represents an increase of about 38% from the current level.

Moore’s new $250 target matches that consensus, while keeping Morgan Stanley firmly in camp puts Nvidia another leg up. of the road The high-end estimate reaches $352So Moore’s call puts Nvidia on the bullish end of the range.

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Besides Morgan Stanley, other heavyweights also recently bumped their Nvidia targets:

• Goldman Sachs and JP Morgan Both raised around their 12-month Nvidia targets $250Behind the ever-growing AI infrastructure demand and healthy data-center visibility.

• Jeffery hit its target $240 to $250 While repeating a buy itNvidia criticized the AI ​​build-out, saying it “answered the bell” on the increase.

• Cantor Fitzgerald A step forward, his goal was raised to a road-high $240 to $300, Keeping as Nvidia “Top pick” overweight. The firm makes the case that we are still in the early innings of a multi-trillion-dollar AI infrastructure cycle.