NVDATechnology · SemiconductorsThe 61 Wall Street analysts covering NVIDIA Corp. hold a median 12-month price target of $300 — +34.0% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 78 of 100 as at 8 Aug 2026 — inside the top quartile. Here, the model and the Street point the same way.
Consensus tells you what everyone already believes. The model scores NVIDIA Corp. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Quality (98): The business earns solid, repeatable profits on what it owns.
Accruals (13): A large share of reported profit has not shown up as cash, or the balance sheet is expanding quickly — both tend to unwind.
Size (0): Larger than most of the companies we track — more scrutinised, less often mispriced.
The rank is the raw material. Whether the rules would actually own NVIDIA Corp. — and when they’d sell — is the membership.
As of 6 August 2026, our factor model ranks NVIDIA 78 of 100. Quality is the strongest family at 98, with operating margin and return on assets higher than 99% of US stocks; Estimate Revisions (92) and Growth (76) add to the reading. The drags are Investment/Accruals at 13, which flags reported profit not yet backed by cash, and the size factor at 0, the expected penalty for the largest company the model tracks.
The Street's targets sit above the last close. Of 61 analysts, 48 rate the stock Buy and 10 Strong Buy, with a median target of $300 against a last close of $218.99 on 6 August 2026. The model's Value family at 67 is mixed: the shares cost 21 times trailing sales, more than 91% of US stocks, while the forward earnings yield ranks 82 of 100.
The estimate-revision family is the hinge: in the 90 days to 4 August 2026, consensus EPS for the current fiscal year rose 7.9%, and 42 analysts raised forecasts in the past month against 2 cuts. A Seeking Alpha note dated 6 August rates the stock Hold with a $244 target, arguing strong second-quarter results are already priced in; the quarterly report is the near-term test of that trend. The accruals drag eases only if operating cash flow catches reported profit — trailing-twelve-month net income is $159.6B against $125.6B of operating cash flow.
As of 7 Aug 2026The bullish and bearish analyst opinions on NVDA, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +34.0% from it.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 14 July 2026 | Keybanc | Maintains | Overweight | $310 → $330 |
| 5 June 2026 | China Renaissance | Initiates | Buy | $319 |
| 5 June 2026 | China Renaissance | Initiates | Buy | — |
| 2 June 2026 | Needham | Reiterates | Buy | — |
| 2 June 2026 | Needham | Reiterates | Buy | $270 |
| 1 June 2026 | DA Davidson | Maintains | Buy | $300 |
| 1 June 2026 | DA Davidson | Maintains | Buy | — |
| 27 May 2026 | Tigress Financial | Maintains | Strong Buy | — |
| 21 May 2026 | B of A Securities | Maintains | Buy | — |
| 21 May 2026 | Baird | Maintains | Outperform | — |
| 21 May 2026 | Benchmark | Maintains | Buy | — |
| 21 May 2026 | Cantor Fitzgerald | Reiterates | Overweight | — |
| 21 May 2026 | DA Davidson | Maintains | Buy | — |
| 21 May 2026 | Evercore ISI Group | Maintains | Outperform | — |
| 21 May 2026 | Jefferies | Maintains | Buy | — |
| 21 May 2026 | JP Morgan | Maintains | Overweight | — |
| 21 May 2026 | Keybanc | Maintains | Overweight | — |
| 21 May 2026 | Morgan Stanley | Maintains | Overweight | — |
| 21 May 2026 | Needham | Maintains | Buy | — |
| 21 May 2026 | RBC Capital | Maintains | Outperform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 24% of US stocks
Cheaper than 9% of US stocks
Cheaper than 4% of US stocks
Cheaper than 8% of US stocks
Higher than 92% of US stocks
Higher than 91% of US stocks
Higher than 87% of US stocks
Higher than 99% of US stocks
Higher than 97% of US stocks
Higher than 97% of US stocks
Higher than 99% of US stocks
Higher than 9% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
| Company | Market cap | TKN rank |
|---|---|---|
| NVDANVIDIA Corp. | $5.4T | 78 |
| AVGOBroadcom Inc. | $2.0T | 73 |
| MUMicron Technology, Inc. | $987.6B | 94 |
| AMDAdvanced Micro Devices, Inc. | $788.1B | 75 |
| INTCIntel Corp. | $506.7B | 73 |
| TXNTexas Instruments Incorporated | $259.9B | 88 |
| AAPLApple, Inc.* | $4.6T | 85 |
* Nearest Technology names by size — few semiconductors companies of this scale trade in the US universe.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. NVDA appears on the weeks it earns a place.
Zacks Investment Research published a guide to Nasdaq ETF investing, examining whether the tech-led rally can continue in the second half of 2026 and outlining key catalysts, risks, and ETFs to watch.
Why it matters — As a major Nasdaq-listed tech stock, NVIDIA's performance is closely tied to the tech-led rally and Nasdaq ETFs that the guide evaluates.
The S&P 500 has reached record highs in its 2026 rally, which has been driven by gains in Nvidia and Micron. According to the report, historical patterns suggest the rally may not be finished yet.
Why it matters — NVDA watchers would care because Nvidia is cited as a key driver of the broader market's record-setting rally, with history suggesting the upward move may continue.
Nvidia's stock rose about 20% over the last 12 months, while revenue grew 85% and non-GAAP EPS grew 140%, a disconnect the article calls mispriced. Q1 FY27 revenue reached $81.6 billion (up 85%), with record free cash flow of $48.6 billion and gross margin holding at 75%, and a new reporting split showing $37 billion from AI clouds, industrial, and enterprise customers.
Why it matters — A NVDA watcher would care because the article highlights strong recent financial results and broadening revenue beyond Big Tech, while suggesting the stock's gains have not kept pace with those fundamentals.
On May 14, AI stocks began to slide over investor fears about overvaluation, with Nvidia's stock down nearly 15%. In response, CEO Jensen Huang encouraged investors to buy at a discount. The item reports this development but does not state whether the call has paid off.
Why it matters — A NVDA watcher would care because the CEO publicly endorsed buying the stock during the sell-off, reflecting management's confidence in the company's value amid market worries.
Investopedia previews the week ahead, highlighting the release of July inflation data along with updates on US consumer spending and consumer sentiment, framed as a cost-of-living checkup for markets.
Why it matters — Macroeconomic data such as inflation and consumer spending can influence broader market sentiment and interest rates, which affect valuations across the tech sector including NVIDIA.
The 61 Wall Street analysts covering NVIDIA Corp. have a median 12-month price target of $300, with estimates ranging from $180 to $500. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 61 analysts covering NVIDIA Corp., 58 rate it a Buy, 2 a Hold and 1 a Sell. Ticker Nerd's systematic factor model ranks NVIDIA Corp. 78 out of 100 across roughly 4,600 US stocks as at 8 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 8 Aug 2026, NVIDIA Corp. ranks 78 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Quality (98 of 100).
No one can know that. What the data says: the median 12-month target from 61 analysts implies +34.0% from the last close, and Ticker Nerd's factor model ranks NVIDIA Corp. 78 out of 100 as at 8 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering NVIDIA Corp. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for NVDA are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $180 to $500 over the next 12 months.
NVIDIA Corp. returned +24.1% over the 12 months to 7 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
NVIDIA designs and manufactures graphics processing units and the software around them. Its GPU segment spans the GeForce gaming line, Quadro professional graphics, and Tesla and DGX products for AI computing; the Compute & Networking segment makes Tegra chips for robots, vehicles and mobile devices.
The most recent item we track (Zacks Investment Research, 9 Aug 2026): "A Guide to Nasdaq ETF Investing". Zacks Investment Research published a guide to Nasdaq ETF investing, examining whether the tech-led rally can continue in the second half of 2026 and outlining key catalysts, risks, and ETFs to watch.
That family is the forensic check on the others: it flags reported profit that has not yet shown up as cash, or a balance sheet expanding quickly. NVIDIA's trailing-twelve-month net income is $159.6B against $125.6B of operating cash flow, and inventory stood at $25.8B at 30 April 2026 against $15.0B at 31 July 2025.
The Value family blends five measures, and they disagree for NVIDIA. It ranks 82 of 100 on forward earnings yield and 73 on free cash flow to enterprise value, but 18 on sales to enterprise value and 65 on EBIT plus R&D. The earnings- and cash-based measures carry the family to 67 despite the sales-based score near the bottom of the market.
NVIDIA designs and manufactures graphics processing units and the software around them. Its GPU segment spans the GeForce gaming line, Quadro professional graphics, and Tesla and DGX products for AI computing; the Compute & Networking segment makes Tegra chips for robots, vehicles and mobile devices. The company sells into gaming, professional visualization, data centers and automotive markets. Founded in 1993 and based in Santa Clara, California, it employs 42,000 people and reported $253.5B of revenue in the twelve months to 30 April 2026.
CEO Mr. Jen-Hsun Huang · 42,000 employees · United States · https://www.nvidia.com