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What 5 Institutions Published on NVIDIA in the Past 90 Days: Targets, Ratings, and How Data-Center Demand Shows Up in the Numbers cover
Institutional ViewsNVDA•7 min read

What 5 Institutions Published on NVIDIA in the Past 90 Days: Targets, Ratings, and How Data-Center Demand Shows Up in the Numbers

Across the past ~90 days, sell-side institutions largely cluster in a bullish posture on NVIDIA, with price targets mostly in the $275–$350 range. The strongest, load-bearing public evidence in this archive comes from widely syndicating outlets (e.g., CNBC/Yahoo/Investing.com/Zacks-style pages and a UBS open-access compliance page) rather than the institutions’ own full notes. The main disagreement is less about direction and more about how aggressively firms price in the data-center demand and platform cadence into 12-month targets.

Published Aug 21, 2026Updated Aug 21, 2026

NVIDIA · May 12 – Aug 10, 2026

All covered institutions in this archive are bullish, with a target range of $275 to $350 versus NVIDIA at about $217 (Aug 21, 2026), implying meaningful upside if data-center demand and platform ramps meet expectations.

Institutions

5

Target range

$275 – $350

Median $315

Stance

Bullish 5
How to read the evidence grades
  • AInstitution's own document — Published by the institution itself — research page, disclosure, transcript, or an on-the-record analyst appearance.
  • BWire service citing the report — Reuters, Bloomberg, CNBC and similar, directly attributing the research note.
  • CMultiple independent reports — Several independent secondary reports agreeing on the same rating or target.
  • DRatings aggregator only — A ratings aggregator only. Treat the number as reported, not as confirmed.

Price targets over time

Every target published in this window, by date. The line under a dot is that firm's previous target.

  1. Bank of AmericaBuy

    $350

  2. KeyBancOverweight

    $310$330

  3. Morgan StanleyOverweight

    $288

  4. UBSBuy

    $245$275

  5. Wells FargoOverweight

    $265$315

Bank of AmericaNVIDIA

Vivek AryaReiterates Buy; sets/points to higher target

BuyB
Price target$350Horizon: 12-month (as reported)

Bank of America frames NVIDIA as a data-center/AI demand beneficiary with a high-conviction upside case that supports a $350 target.

Why

  • The call is positioned as a 'top pick' with an explicitly cited upside to the $350 target.
  • It ties the attractiveness of the setup to NVIDIA's platform/upgrade-cycle narrative as described in the public report.

What could break it

  • Public record here does not enumerate a specific risk list for this target—only the headline target/upside framing is available.

Evidence (1)

KeyBanc Capital MarketsNVIDIA

Raises price target; maintains Overweight

OverweightB
Price target$310$330

KeyBanc’s $330 target indicates a stronger data-center demand outlook being priced into NVIDIA’s revenue and platform ramp expectations.

Why

  • The public report says the price target increased to $330 from $310 while the firm kept an Overweight rating.
  • The action is consistent with continued bullishness toward NVIDIA’s AI/data-center demand trajectory.

What could break it

  • The snippet evidence does not disclose a detailed downside/risk framework for this specific target.

Evidence (1)

Morgan StanleyNVIDIA

Reiterates Overweight; sets price target

OverweightB
Price target$288

Morgan Stanley maintains an Overweight view with a $288 target, reflecting confidence in NVIDIA’s ability to monetize AI/data-center demand into future earnings.

Why

  • The public report explicitly ties the Overweight rating to a $288 price target (dated Jul 10, 2026).
  • No prior-target number is disclosed in the snippet evidence used here.

What could break it

  • The snippet evidence does not enumerate risks or a full valuation framework.

Evidence (1)

UBSNVIDIA

Timothy ArcuriRaises price target; maintains Buy

BuyA
Price target$245$275

UBS’ higher $275 target indicates improved visibility into NVIDIA’s AI/data-center demand, supporting a maintained Buy rating.

Why

  • UBS is shown increasing the 2026 price target from $245 to $275 while keeping a Buy rating.
  • This is consistent with UBS’ public compliance/open-access schedule reflecting dated target changes.

What could break it

  • The compliance page evidence is target/rating focused and does not provide a full qualitative risk list in the snippet.

Evidence (1)

Wells FargoNVIDIA

Raises price target; reiterates Overweight

OverweightB
Price target$265$315

Wells Fargo’s higher target reflects increased conviction that data-center capacity growth and NVIDIA demand stay strong enough to justify a move to $315.

Why

  • The public report states the target was raised from $265 to $315 while maintaining an Overweight rating.
  • The disclosed framing highlights a capacity-model style approach consistent with how data-center demand is translated into valuation.

What could break it

  • No detailed risk list is publicly provided in the snippet evidence used for this archive.

Evidence (1)

  • Proves: Wells Fargo raised NVIDIA’s price target to $315 from $265 while maintaining an Overweight rating (dated May 12, 2026 in the public record).

    B
    “On May 12, 2026, Wells Fargo raised its price target on NVIDIA from $265 to $315. The firm's analyst maintained an ...”
    Yahoo Finance, May 16, 2026 (snippet evidence)yahoo.com2026-05-16

Data-center demand embedded in targets

The Targets Are All Up—But They Price the Data-Center Story Differently

  • The archive is one-sided: every institution with public, quotable evidence in-window is bullish (no bearish or neutral calls found with clean evidence).
  • Targets vary even with the same “AI/data-center demand” backdrop: public targets range from $240 (Barclays, older-evidence entry) up to $350 (Bank of America), implying different assumptions about platform ramp and monetization timing.
  • The highest-conviction load-bearing evidence is rating/target paired with a dated catalyst: e.g., KeyBanc’s $330 lift, Wells Fargo’s $315 move, and UBS’ compliance-listed $275 target.
Evidence quality note: several items rely on widely syndicated snippets rather than the sell-side institution’s own research PDF; targets are still treated as the institutions’ stated numbers as quoted in those snippets.

Closest index-adjacent beneficiaries/benchmarks appearing in the same data-center AI tape

AAdvanced Micro Devices, Inc.AMD--
--Vol --
-
Mixed
  • AI accelerator competition can shift relative upside versus NVIDIA demand and pricing power.
  • Supply-chain execution affects who captures incremental data-center capex dollars.
ABroadcom Inc.AVGO--
--Vol --
-
Bullish
  • Networking/ASIC exposure links to data-center buildout cycles that inform NVIDIA TAM expectations.
  • Any uplift in AI infrastructure spending can lift peer revenue visibility.
TTaiwan Semiconductor Manufacturing Company Ltd.TSM--
--Vol --
-
Watch
  • Foundry capacity constraints can influence how quickly data-center AI demand turns into revenue for fabless leaders.
  • Wider AI capex cycles can improve utilization and forward-looking margins.
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