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Analysts Raise Nvidia’s Outlook as AI Demand Surpasses Expectations

Analysts Raise Nvidia’s Outlook as AI Demand Surpasses Expectations

Published:
2025-10-30 05:49:23
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Nvidia Corp. achieved a historic $5 trillion market valuation following its GTC event, where CEO Jensen Huang revealed $500 billion in orders for Blackwell and Rubin AI chips. The announcement has prompted Wolfe Research and Cantor Fitzgerald to upgrade their projections, citing underestimated long-term demand.

Wolfe Research's Chris Caso maintains an Outperform rating with a $230 price target, projecting $500 billion in chip shipments for 2025-2026—$140 billion above current estimates. "The gap implies Wall Street still isn't pricing in the full AI infrastructure buildout," Caso noted, suggesting $3 EPS upside potential.

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