Rosenblatt Securities raised the Nvidia price target to $325 from $300 on March 18, keeping its Buy rating intact — which puts it, right now, among the most aggressive calls on Wall Street. Nvidia closed at $198.87 on April 15, up 1.2% on the day, with Nvidia stock outperforming the S&P 500’s 0.8% session gain. Shares have also climbed around 8% over the past month, beating both the sector and the broader index.

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At the time of writing, the latest Nvidia stock analysis from Zacks rates NVDA a #1 Strong Buy, and the current NVDA stock prediction puts annual EPS at $8.03, with Zacks projecting revenue at $352.22 billion. The Nvidia stock price target consensus across Wall Street sits around $267 — well below where Rosenblatt stands.

After management meetings, Cassidy rebuilt his model and landed on a $325 Nvidia price target — a 25x multiple on fiscal 2028 EPS of $13. The firm now sees over $1 trillion in combined Blackwell and Rubin revenue through 2027, plus another $25 billion for Rubin Ultra and Vera standalone in the back half of fiscal 2028. Cassidy’s argument is that CUDA, NVLink, and rack-scale systems give Nvidia a full-stack grip on AI inference that competitors can’t match, and GTC 2026 only reinforced that — with Nvidia stock outperforming the broader market in the sessions that followed.

“We saw $500 billion of very high confidence demand and purchase orders for Blackwell and Rubin through 2026. I said that last year. Right here where I stand, I see, through 2027, at least $1 trillion dollars.”

The Nvidia price target upgrade didn’t come out of nowhere. Nvidia reported revenue of $68.13 billion in Q4 — a 73% jump year over year that beat the $66.2 billion Street consensus by nearly $2 billion. Non-GAAP EPS came in at $1.62, topping the $1.53 estimate by 9 cents.

Data-center revenue, which now accounts for more than 91% of total sales, grew 75% to $62.3 billion, and purchase commitments also jumped 90% quarter over quarter to $95.2 billion. Q1 fiscal 2027 guidance of $78 billion also came in roughly 7% above where Street consensus had been sitting at the time.

The Nvidia stock price target 2026 range across the Street is wide — Rosenblatt’s Nvidia price target sits at $325 near the top, alongside Tigress Financial at $360, while Raymond James holds $323, Bank of America $300, Truist $287, and Wolfe Research $275. Nvidia stock analysis from Zacks points to a Forward P/E of 24.46 right now, below the industry average of 36.76, with a PEG ratio of 0.63 against the sector’s 1.99.

The current NVDA stock prediction also flags 117.28% quarter-over-quarter EPS growth in the upcoming report, with annual revenue growth estimated at 63.11% year over year. Nvidia’s next earnings release falls on May 27, 2026, and analysts see it as the next real test for whether the current Nvidia price target projections from Rosenblatt and others hold up.

Source: Watcher Guru