Key Takeaways
Loop Capital Markets, an funding financial institution, brokerage and advisory agency, raised its value goal for Nvidia inventory from $250 to $350 on Monday.
The transfer implies a market capitalization of $8.5 trillion if Nvidia hits that focus on.
Loop Capital analyst Ananda Baruah stated that the tech business is getting into a “Golden Wave” of AI adoption, with Nvidia main the acceleration in demand.
Final week, Nvidia made historical past as the primary firm to succeed in a $5 trillion market worth. Now an analyst is predicting that the AI chipmaker will add trillions extra to its valuation.
On Monday, Loop Capital Markets, a full-service funding financial institution, brokerage and advisory agency raised its value goal for Nvidia inventory to $350, up from $250, per Bloomberg. The transfer displays greater than 70% upside from its newest closing value of $202.49 and implies a market capitalization of $8.5 trillion if that focus on is achieved. The typical goal value for Nvidia is $231, inserting Loop Capital’s goal effectively above the norm.
Loop Capital analyst Ananda Baruah defined his rationale for the goal, writing, “We’re getting into the subsequent ‘Golden Wave’ of Gen AI adoption and NVDA is on the front-end of one other materials leg of stronger-than-anticipated demand,” per Bloomberg.
Associated: Nvidia’s CEO Jensen Huang Says He’s ‘Created Extra Billionaires’ Than Anybody Else
Nvidia is growing manufacturing of its Blackwell AI chips, that are anticipated to double in shipments over the subsequent 12 to fifteen months. The tech large has additionally reportedly raised costs for its AI chips by 10% to fifteen% this 12 months. Nvidia has a large pipeline of AI orders lined up: Nvidia CEO Jensen Huang introduced final week that the corporate has secured $500 billion in AI chip orders via 2026.
Whereas Bloomberg notes that Loop Capital’s $350 value goal is the best amongst Wall Avenue establishments, different main companies have additionally raised their targets, citing Nvidia’s management within the AI sector as the important thing to additional development. Rosenblatt Securities, for instance, raised its value goal on Nvidia from $215 to $240 on Monday.
“We proceed to be impressed by Nvidia’s AI platform quickly increasing into different markets past the hyperscale information facilities,” Kevin Cassidy, senior analysis analyst at Rosenblatt Securities, wrote, per Bloomberg.
Associated: How Nvidia CEO Jensen Huang Reworked a Graphics Card Firm Into an AI Big: ‘One of many Most Outstanding Enterprise Pivots in Historical past’
Nvidia stories earnings on November 19 after market shut for the fiscal quarter ending October 2025. Final week, earnings stories from main Nvidia prospects, together with Microsoft, Meta, Alphabet and Amazon, confirmed that the tech giants had been dedicated to spending on AI.
These firms had been among the many prime consumers of Nvidia’s AI chips final 12 months. In a monetary report filed in August, Nvidia disclosed that this 12 months, two thriller prospects accounted for 39% of income within the firm’s July quarter, elevating considerations about if Nvidia’s development is primarily pushed by a number of massive tech companies.
“We’ve got skilled durations the place we obtain a big quantity of our income from a restricted variety of prospects, and this pattern could proceed,” Nvidia wrote within the submitting.
Nvidia’s inventory was up over 55% year-to-date on the time of writing.
Key Takeaways
Loop Capital Markets, an funding financial institution, brokerage and advisory agency, raised its value goal for Nvidia inventory from $250 to $350 on Monday.
The transfer implies a market capitalization of $8.5 trillion if Nvidia hits that focus on.
Loop Capital analyst Ananda Baruah stated that the tech business is getting into a “Golden Wave” of AI adoption, with Nvidia main the acceleration in demand.
Final week, Nvidia made historical past as the primary firm to succeed in a $5 trillion market worth. Now an analyst is predicting that the AI chipmaker will add trillions extra to its valuation.
On Monday, Loop Capital Markets, a full-service funding financial institution, brokerage and advisory agency raised its value goal for Nvidia inventory to $350, up from $250, per Bloomberg. The transfer displays greater than 70% upside from its newest closing value of $202.49 and implies a market capitalization of $8.5 trillion if that focus on is achieved. The typical goal value for Nvidia is $231, inserting Loop Capital’s goal effectively above the norm.
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