Nvidia Rockets Toward $200 as Barclays Bets Big on Blackwell Dominance
Nvidia's stock just got a turbocharged upgrade from Barclays, with analysts slapping a $200 price target on the chipmaker's soaring Blackwell momentum.
The AI arms race sends Nvidia into orbit—again. Blackwell's next-gen architecture isn't just winning design wins; it's rewriting the rules of accelerated computing while Wall Street plays catch-up.
Funny how these price targets always arrive after the 150% rally. But who's counting when you're printing silicon-powered tendies?
Nvidia’s expansion into sovereign AI markets, including recent deals with Saudi Arabia and the UAE, is helping offset a major revenue dip from U.S. export restrictions to China. The company is bracing for an $8 billion impact this quarter following a $4.5 billion shortfall linked to those curbs.
Despite geopolitical friction, Nvidia’s performance remains strong. With Blackwell demand heating up and international interest rising, Barclays now sees the chipmaker as its top pick for the rest of 2025.