Rosenblatt Securities raised the Nvidia worth goal to $325 from $300 on March 18, retaining its Purchase score intact — which places it, proper now, among the many most aggressive calls on Wall Avenue. Nvidia closed at $198.87 on April 15, up 1.2% on the day, with Nvidia inventory outperforming the S&P 500’s 0.8% session achieve. Shares have additionally climbed round 8% over the previous month, beating each the sector and the broader index.
On the time of writing, the newest Nvidia inventory evaluation from Zacks charges NVDA a #1 Robust Purchase, and the present NVDA inventory prediction places annual EPS at $8.03, with Zacks projecting income at $352.22 billion. The Nvidia inventory worth goal consensus throughout Wall Avenue sits round $267 — properly under the place Rosenblatt stands.
Nvidia Worth Goal And NVDA Inventory Outperforming Traits
What Rosenblatt’s Improve Is Primarily based On
After administration conferences, Cassidy rebuilt his mannequin and landed on a $325 Nvidia worth goal — a 25x a number of on fiscal 2028 EPS of $13. The agency now sees over $1 trillion in mixed Blackwell and Rubin income via 2027, plus one other $25 billion for Rubin Extremely and Vera standalone within the again half of fiscal 2028. Cassidy’s argument is that CUDA, NVLink, and rack-scale methods give Nvidia a full-stack grip on AI inference that rivals can’t match, and GTC 2026 solely strengthened that — with Nvidia inventory outperforming the broader market within the periods that adopted.
Jensen Huang acknowledged:
“We noticed $500 billion of very excessive confidence demand and buy orders for Blackwell and Rubin via 2026. I mentioned that final yr. Proper right here the place I stand, I see, via 2027, no less than $1 trillion {dollars}.”
This fall Outcomes That Drove the Name
The Nvidia worth goal improve didn’t come out of nowhere. Nvidia reported income of $68.13 billion in This fall — a 73% soar yr over yr that beat the $66.2 billion Avenue consensus by practically $2 billion. Non-GAAP EPS got here in at $1.62, topping the $1.53 estimate by 9 cents.
Knowledge-center income, which now accounts for greater than 91% of complete gross sales, grew 75% to $62.3 billion, and buy commitments additionally jumped 90% quarter over quarter to $95.2 billion. Q1 fiscal 2027 steerage of $78 billion additionally got here in roughly 7% above the place Avenue consensus had been sitting on the time.
The place the Numbers Stand Now
The Nvidia inventory worth goal 2026 vary throughout the Avenue is large — Rosenblatt’s Nvidia worth goal sits at $325 close to the highest, alongside Tigress Monetary at $360, whereas Raymond James holds $323, Financial institution of America $300, Truist $287, and Wolfe Analysis $275. Nvidia inventory evaluation from Zacks factors to a Ahead P/E of 24.46 proper now, under the trade common of 36.76, with a PEG ratio of 0.63 in opposition to the sector’s 1.99.
The present NVDA inventory prediction additionally flags 117.28% quarter-over-quarter EPS development within the upcoming report, with annual income development estimated at 63.11% yr over yr. Nvidia’s subsequent earnings launch falls on Could 27, 2026, and analysts see it as the following actual take a look at for whether or not the present Nvidia worth goal projections from Rosenblatt and others maintain up.
