What is Barcklays and jp Morgan Price Target for Nvidia
7/2/2025 03:29pm
Barclays and JP Morgan have recently increased their price targets for Nvidia (NVDA), reflecting their optimism about the company's future performance and market potential.
1. **Barclays' Price Target Increase**:
- Barclays analyst Tom O’Malley raised Nvidia’s stock price target from $170 to $200.
- The increase represents a 17.65% rise from O’Malley’s previous forecast.
- Barclays maintained an “Overweight” rating for Nvidia, indicating continued confidence in the company’s market potential and performance trajectory.
2. **JP Morgan's Price Target Projection**:
- JP Morgan projects Nvidia to ship 5.2 million Blackwell AI GPUs in 2025, dropping to 1.8 million in 2026, and 5.7 million Rubin GPUs in 2026.
- Despite the conservative adjustments, the firm identifies approximately $2 billion in upside for Nvidia versus street numbers for July 2025.
- The average one-year target price for NVIDIA Corp (NVDA, Financial) stands at $175.28, based on insights from 52 seasoned analysts.
- The estimated GF Value for NVIDIA Corp (NVDA, Financial) in the upcoming year is pegged at $273.65, highlighting a substantial upside potential of 88.1% from the current price of $145.48.
These increased price targets and optimistic projections underscore the confidence that these financial institutions have in Nvidia's continued success and growth in the AI and semiconductor markets.