Morgan Stanley Raises Nvidia Price Target to $250, Citing AI Market Dominance
Morgan Stanley analyst Joe Moore has increased Nvidia's price target to $250 from $235, projecting a 38% upside from its current trading level of $181.46. The revision reflects unwavering confidence in Nvidia's leadership position within the AI accelerator market, where it commands 70-95% share across key segments.
Competitive concerns surrounding Alphabet's Google or AMD's advancements appear overblown, according to market checks. Nvidia maintains its edge through superior chip architecture, mature software ecosystems, and faster deployment capabilities—advantages that continue driving demand for its GPUs and high-bandwidth memory solutions.
Wall Street's consensus aligns with Morgan Stanley's bullish stance, with average price targets hovering NEAR $250.66 and the most optimistic projections reaching $352. The AI infrastructure race shows no signs of slowing as enterprises aggressively scale their machine learning models.
