While the NVIDIA (Nasdaq: NVDA) stock has seen an increased volatility, a part of Wall Street remains optimistic about the stocks, as it is expected to exceed 50 % in the next 12 months.
The stock recorded a sharp sale amid escalation tensions between China and the United States with the intensification of the trade war between the economic giants.
It is worth noting that NVIDIA received a delay late Friday when it appeared that the United States is exempt from industries such as computers, smartphones, semi -conductors and other electronics of mutual definitions. Some customs tariffs reached 145 % on Chinese imports, a major link in the NVIDIA supply chain.
At the end of the April 11 session, the NVDA share price reached $ 110, an increase of 3 %. However, from year to date, the semiconductor giant remains in red, a decrease of almost 20 %.
We look forward to the future, Wall Street analysts in Tipranks See NVDA Trading at $ 174 in the next 12 months, with 56 % of its current value.
Of the 41 analysts, 37 analysts recommend buying artificial intelligence arrow (AI), and four suggests to carry it, and there is no defender of the sale. The average classification is “strong purchase”. The highest target price is $ 220, with the lowest level at $ 120.
Analysts take the price of NVIDIA
Among these analysts, on April 11, ATIF Malik from Citi Malik reduced NVIDIA goal from $ 163 to $ 150, indicating an expected slowdown in GPU sales led by expected spending discounts from Easter, which reduces investments in the data center. Although GPU’s sales expectations were trimmed by 3 % for 2025 and 5 % for 2026, Citi maintained the “purchase” classification. Malik also warned that commercial tensions and potential definitions could moderately affect NVIDIA margins and procrastination institutions, although he indicated that the company may benefit from USMCA exemption.
On the same date, UBS reaffirmed its target price of $ 185 on NVIDIA, while maintaining the “purchase” classification. The company highlighted the strong Taiwan export data in ADP (+20.6 % m/m) and a 10 %/m in March sales in TSMC as major stimulants, indicating strong support for the directions of the NVIDIA Data Center. UBS expects data center revenues to grow by 18 % a quarter of a quarter -driven demand. However, the bank warned that the recent export force may reflect the withdrawals of customs tariffs instead of real demand and that the predictive force of these indicators has weakened in the last quarters.
Likewise, on April 10, TD Cowen reduced its target price on NVIDIA from $ 175 to $ 140 while maintaining the “purchase” classification. Analyst Joshua Boshalter emphasized the importance of the Blackwell platform in NVIDIA, which is expected to lead to the growth of revenues in April and July places despite the complexities of publishing. While the target was cut, Buchalter reaffirmed it again as choosing TD Cowen in the account sector, noting his strong technological leadership and long -term expectations.
Finally, on April 8, KeyBanc Capital Markets again confirmed its “weight gain” rating on artificial intelligence shares with a price of $ 190. The company cited the problems of returning with the NVDIA GB200 NVL shelf as a reason for the weakest Q1 shipments, as well as possible test delays that can push the launch of the Blackwell Ultra. However, the analyst is still optimistic about the revenue expectations close to the duration, pointing to the admission dynamics favorable through the EMS channel in NVIDIA.
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