Nvidia Stock Surges 2200% Over 10 Years Amid AI Market Expansion

Written by Emily J. Thompson, Senior Investment Analyst

NVDA+3.01%

GOOGL+1.48%

AVGO+2.3%

Source: Fool

Updated: 2h ago

0mins

Source: Fool

Significant Investment Returns: Investing $10,000 in Nvidia stock a decade ago would yield $2.2 million today, showcasing its strong performance and attractiveness in the AI market.
Robust Sales Growth: Sales increased by 62% year-over-year in Q3 2026, with a projected 65% growth in Q4, indicating sustained demand and market leadership in the AI sector.
High Gross Margin Maintained: The gross margin reached 73.6% in Q3, with earnings per share rising from $0.81 to $1.30, reflecting the company's pricing power and profitability in the premium market.
Future Growth Challenges: Despite current strong performance, analysts express concerns about the sustainability of future growth, anticipating a gradual slowdown that may impact stock performance.

NVDA

$189.21+Infinity%1D

Analyst Views on NVDA

Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.

40 Analyst Rating

38 Buy

1 Hold

1 Sell

Strong Buy

Current: 183.690

Low

185.00

Averages

255.63

High

352.00

Current: 183.690

Low

185.00

Averages

255.63

High

352.00

Truist

Buy

maintain

$255 -> $275

2025-12-19

New

Reason

Truist

Price Target

$255 -> $275

2025-12-19

New

maintain

Buy

Reason

Truist raised the firm's price target on Nvidia to $275 from $255 and keeps a Buy rating on the shares. The firm adjusted price targets in the semiconductor and artificial intelligence group after establishing 2027 estimates. Truist recognizes the challenges of finding the power to run AI infrastructure and getting the funding to pay for it. However, the firm believes AI infrastructure semiconductor stocks "remain cheap" relative to their growth. It sees "more upside pressure" to estimates for the group relative to the diversified analog semis heading into 2026. AI capital expenditure upside will continue in 2026, the analyst tells investors in a research note.

Tigress Financial

Strong Buy

maintain

$280 -> $350

2025-12-18

Reason

Tigress Financial

Price Target

$280 -> $350

2025-12-18

maintain

Strong Buy

Reason

Tigress Financial raised the firm's price target on Nvidia to $350 from $280 and keeps a Strong Buy rating on the shares, which the firm calls "the must-own core holding in the AI investment theme." Nvidia is "the foundational infrastructure provider for the accelerating AI revolution," with its GPUs, Networking, and full-stack software platforms now the de facto standard for training and inference across cloud, enterprise, and sovereign AI data centers, adds the analyst, who notes that the firm's 12-month price target represents a potential return of over 100% from current levels.

Morgan Stanley

Overweight

maintain

$510 -> $550

2025-12-12

Reason

Morgan Stanley

Price Target

$510 -> $550

2025-12-12

maintain

Overweight

Reason

Morgan Stanley raised the firm's price target on Synopsys to $550 from $510 and keeps an Overweight rating on the shares. Record FY25 revenues and backlog and an in-line Ansys result contrasts with "the maladies of the last print," says the analyst, who adds that the "mainly in-line" FY26 guidance for sales and EPS after allowing for recent divestments, debt paydown and new shares issued to Nvidia (NVDA) reflects a "pragmatism" on China and industrial demand, but also gives assurances that the back half could see improvement.

Wells Fargo

Aaron Rakers

Overweight

maintain

$265

2025-12-09

Reason

Wells Fargo

Aaron Rakers

Price Target

$265

2025-12-09

maintain

Overweight

Reason

Wells Fargo analyst Aaron Rakers views official reports of Trump Administration finalizing details of lifting Nvidia's H200 export controls to China as an incremental positive. Wells thinks investors could think about a $25-$30B/annum-plus revenue and positive 60c-70c/share EPS impact. The firm has an Overweight rating on the shares with a price target of $265.

About NVDA

NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.

About the author

Emily J. Thompson

Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.