Technology • Semiconductors & AI Accelerators • SIC 3674
$204.64 ▼ -9.02
(-4.22%)
MKT CAP: $4.98T • VOL: 165.92M
52W L $164 52W H $243
CONSENSUS RATING DISTRIBUTION (69 DESKS)
BUY: 66 HOLD: 2
SELL: 1
12M STREET TARGET RANGE
IMPLIED: +18.0%
LOW
$211
MEDIAN
$244
MEAN
$242
HIGH
$268
STREET BS CREDIBILITY SCORE 1Y BACKTESTED
61/100
EMPIRICAL HIT RATE VS SPOT
GRADES WHETHER SELL-SIDE TARGET REVISIONS LEAD OR CHASE NVDA TAPE
NVDA // FIRM-BY-FIRM ANALYST BACKTEST & BS DETECTOR (ANR <GO>)
2026-10-01
| INSTITUTION / ANALYST | ACTION | RATING | TARGET | PRIOR PT | CALL DATE | PX AT CALL | RET SINCE CALL | 1Y ACCURACY | BS GRADE |
|---|---|---|---|---|---|---|---|---|---|
| Jefferies Blayne Curtis / Brent Thill | REITERATE | OUTPERFORM | $233.93 | $212.88 | 2026-03-27 | $167.52 | +22.2% | 81% | A |
| J.P. Morgan Harlan Sur / Mark Murphy | REITERATE | STRONG BUY | $245.39 | $223.30 | 2026-07-17 | $202.81 | +0.9% | 65% | C |
| Evercore ISI Mark Lipacis / Amit Daryanani | REITERATE | STRONG BUY | $246.62 | $224.42 | 2026-07-31 | $200.75 | +1.9% | 63% | C |
| Bernstein SocGen Group Stacy Rasgon / Toni Sacconaghi | TARGET REV | OUTPERFORM | $233.11 | $249.43 | 2026-06-18 | $210.69 | -2.9% | 62% | C |
| UBS Timothy Arcuri / Karl Keirstead | REITERATE | OUTPERFORM | $227.38 | $243.30 | 2026-04-24 | $208.27 | -1.7% | 62% | C |
| Citigroup Atif Malik / Tyler Radke | UPGRADE | STRONG BUY | $241.71 | $258.63 | 2026-05-22 | $215.33 | -5.0% | 59% | C |
| Bank of America Securities Vivek Arya / Brad Sills | UPGRADE | STRONG BUY | $267.90 | $286.65 | 2026-08-28 | $217.55 | -5.9% | 58% | C |
| Morgan Stanley Joseph Moore / Keith Weiss | UPGRADE | STRONG BUY | $246.21 | $263.44 | 2026-09-11 | $218.29 | -6.3% | 57% | C |
| Goldman Sachs Toshiya Hari / Kash Rangan | UPGRADE | STRONG BUY | $261.76 | $280.08 | 2026-08-14 | $225.16 | -9.1% | 55% | D |
| Barclays Tom O’Malley / Raimo Lenschow | DOWNGRADE | UNDERPERFORM | $211.01 | $192.02 | 2026-02-27 | $177.19 | +15.5% | 51% | D |