Bernstein Reiterates Outperform Rating on Nvidia with $275 Price Target Amid AI Chip Momentum
Bernstein has reaffirmed its outperform rating on Nvidia, maintaining a $275 price target as the company solidifies its leadership in AI technology and chip production. The firm highlights Nvidia's potential to dominate the global AI hardware market, though regulatory hurdles—such as pending U.S. approval for H200 chip shipments to China and unresolved clarity on a 25% government revenue share—remain key watchpoints.
Nvidia's stock trajectory reflects bullish sentiment, driven by accelerating demand for AI infrastructure. Bernstein's analysis suggests the company's technical edge and scalable hardware position it as an unstoppable force in the sector, with TipRanks data underscoring sustained institutional confidence.