Range and median use the 3 current figures (latest per author) (range midpoint used for ranges). Replaced targets are listed but not counted. BeliefState's coverage directory lists 15 NVDA research records from 10 investors (free /v1/tickers, checked Nov 11). This page shows the dated price targets released in our public NVDA research so far.
1
fair valueBull
Morningstar · Brian Colello
$310 was $280
Fair value estimate (no buy/sell rating in our record) · Aug 27, 2026
Why: Raised his long-term fair value after NVIDIA's August earnings, lifting revenue assumptions tied to AI buildouts.
Revenue of $108.0 billion, plus or minus 2%. GAAP and non-GAAP gross margin of 74.0%, plus or minus 50 basis points. No data center compute revenue from China assumed.
AI buildouts are speeding up, so revenue assumptions go up (Morningstar).
20 to 25 times about $16 of forward EPS gets you $320 to $400 (Davis Wilson).
Bear case
AI spending outlook is softening and earnings estimates could slip below consensus (Passage Research, Oct).
Strong guidance may already be priced in, with few catalysts left (Passage Research, Aug).
What to check on earnings day
Pick one driver, like data center revenue or gross margin, and check it against NVIDIA's $108.0B and 74.0% guide on Nov 17. Then look for each author's dated revision.
Source data: BeliefState research: NVIDIA price target changes, reviewed 2026-11-10. Each figure is an individual published estimate in US dollars per share, linked to its original source. BeliefState is a research and recordkeeping tool, not personalized investment advice. Verify material facts against original sources.