Morgan Stanley drops eye-popping price target on Nvidia stock

Nvidia (NVDA) to stock it clearly happened Wall Streetthe biggest artificial intelligence It’s a winner, but Morgan Stanley thinks it has more leeway.

Analyst Joe Moore just surpassed his price target $250 with $235a huge 38% increase At Nvidia’s current price $181.46.

Moore, Rated 5 stars on TipRanksfeels your worries Google-home Alphabet (Google) or Advanced Micro Devices (AMD) to catch upexaggerated”, with new checks confirming that Nvidia is not experiencing any meaningful drops market share.

Also read: Forget Palantir, another AI stock soars 180% in 2025

Instead, demand for GPUs, HBM, and advanced packaging remains higher than expected as businesses race to scale AI models.

Moore thinks Nvidia remains the customers’ choice because it continues to offer the best overall equation of cost and performance, backed by a solid software stack and reliable long-term roadmap.

Moore’s optimism hinges on Nvidia’s “end-to-end advantage” in the GPU space.

This powerful combination of superior chip performance, software maturity and deployment speed puts it well ahead of its competitors.

Essentially, customers choose Nvidia not for its raw power, but because it reduces training times and lowers operating costs while maintaining large-scale AI projects on time.

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Moore also notes that tight supply for GPUs, HBM, and advanced packaging demonstrates how aggressively hyperscalers are scaling up AI workloads, cementing Nvidia’s enviable position in the race.

For perspective, Wall Street’s consensus on Nvidia shares stands at: $250.66 average price targetThis represents an increase of approximately 38% from current levels.

Moore’s new $250 target fits that consensus and gives Nvidia another leg up, putting Morgan Stanley firmly in the camp. Street’s high-end forecast reaches $352So Moore’s call positions Nvidia towards the bullish end of the range.

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Besides Morgan Stanley, other heavyweights have also recently hit Nvidia targets:

• Goldman Sachs and JPMorgan Both estimate 12-month Nvidia targets to be around $250Thanks to the still-increasing demand for AI infrastructure and healthy data center visibility.

• jefferies hit its target $250 from $240 repeating a topic to buyHe criticized AI development while saying Nvidia was “answering the bell” on growth.

• Cantor FitzGerald went one step further and raised its aim to Street Height From $240 to $300, Keeping Nvidia as a company Overweight “Best Choice”. The firm argues that we are still in the early stages of a multi-trillion-dollar AI infrastructure cycle.