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NVDA: Expanding AI Demand Will Drive Major Data Center Investments Through 2026

Published
02 Sep 24
Updated
31 Oct 25
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AnalystConsensusTarget's Fair Value
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1Y
27.4%
7D
-7.1%

Author's Valuation

US$225.516.6% undervalued intrinsic discount

AnalystConsensusTarget Fair Value

Shared on 31 Oct 25

Fair value Increased 3.20%

Nvidia's analyst price target has been raised from approximately $218.51 to $225.50. Analysts cite stronger revenue growth expectations and improved profit margins based on increased visibility into future AI infrastructure demand.

Shared on 17 Oct 25

Fair value Increased 2.12%

Advancements In AI Will Drive Future Data Center Demand

NVIDIA's analyst price target has been raised by approximately $4.53 to $218.51. Analysts cite accelerating AI infrastructure demand, sustained leadership in data center solutions, and confidence in earnings power as key drivers for the higher valuation.

Shared on 03 Oct 25

Fair value Increased 2.29%

Advancements In AI Will Drive Future Data Center Demand

Nvidia's analyst price target has increased from $209 to $214 per share as analysts point to continued AI infrastructure momentum, robust demand, and higher expectations for incremental revenues from major strategic partnerships and new product ramps. Analyst Commentary Recent analyst updates reflect a robust debate regarding Nvidia's near-term positioning and long-term growth narrative.

Shared on 17 Sep 25

Fair value Increased 1.05%

Advancements In AI Will Drive Future Data Center Demand

NVIDIA’s price target was raised to $209.19 as analysts cite robust AI compute demand, accelerating new product shipments, and multi-billion-dollar China revenue tailwinds, with bullish views tempered by competition and high expectations. Analyst Commentary Bullish analysts are raising targets based on ongoing, robust demand continuing to outstrip supply for Nvidia’s AI compute, with key product ramps (especially Blackwell and GB300/B300) driving sharply higher sales and visibility into multi-year growth, even as capacity scales and new product cycles launch.

Shared on 27 Aug 25

Fair value Increased 11%

Advancements In AI Will Drive Future Data Center Demand

Analysts have raised NVIDIA’s price target to $194.22, citing surging demand for Blackwell and H20 products, resumed shipments to China, under-ownership by institutions, and strong AI infrastructure tailwinds driving higher earnings forecasts. Analyst Commentary Bullish analysts cite accelerating shipments and demand for Nvidia’s Blackwell (GB200/GB300) and Rubin products, underpinned by strong order momentum from hyperscalers, including resumption and ramping of H20 and GB series shipments, with positive guidance expected.

Shared on 07 May 25

Fair value Increased 0.057%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

Shared on 30 Apr 25

Fair value Increased 14%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 23 Apr 25

Fair value Decreased 1.11%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 1.70%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Decreased 0.91%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Decreased 0.86%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Increased 5.40%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 11 Mar 25

Fair value Decreased 8.85%

Partnerships With Toyota And Uber Will Expand AI Presence In Automotive Sector

AnalystConsensusTarget has decreased future PE multiple from 35.8x to 32.1x.