Publication date: October 16, 2025

Nvidia captures the imagination of many investors. With a market capitalization of about $4,500 billion, Nvidia is known as the most valuable publicly traded company in the world. Moreover, over the past six months, Nvidia's stock price is showing an increase of about 70%.
This is due to the company's strong position in the Artificial Intelligence revolution.

Future expectations are very high for Nvidia. The current share price reflects a market willing to pay about 40 times the expected earnings per share for an investment in the chip producer .

We already covered Nvidia on May 30, 2025. In it we gave an initial price target of $185 and a 2025 price target of $225. Meanwhile, we are almost 5 months on and the first price target has been achieved. Today we review the developments of the past few months and determine the vision and opportunities for the period ahead.

The article from May 30, 2025 can be found HERE. Read it first to be fully informed.

What are the developments at Nvidia

Figures released earlier this year show that Nvidia continues to grow briskly, especially in the AI and data sector. This is despite the geopolitical shockwaves the company has faced in recent months. In the second quarter of fiscal year 2026 (ending July 27, 2025), Nvidia reported revenue of $46.7 billion, up 6% from the previous quarter and 56% higher than a year earlier.

The company indicated that there were no H20 sales to Chinese-based customers in that quarter, due to export restrictions, but there was a release of previously reserved H20 inventory.




Looking ahead, Nvidia indicated that it is targeting about $54 billion in sales in the third quarter, despite restrictions on H20 exports to China. Third-quarter figures are expected on Nov. 19 after the stock market closes.

The U.S. government has granted permits to Nvidia to re-export H20 chips, which were previously banned, to China, under stricter conditions. There are reports that the chip maker is working on a modified GPU (RTX 6000D) that complies with U.S. export restrictions and specifically targets the Chinese market. All of this illustrates the difficult balance Nvidia must maintain between market share in China and complying with U.S. regulations.

Nvidia continues to make acquisitions: Through September 2025, the company has completed 28 acquisitions across countries and sectors, which fits into its strategy of expansion in software, AI platforms and ecosystem services. Nvidia is also investing heavily in startups: By 2025, it has already completed at least 50 venture capital deals.

Trade tensions between the US and China have intensified: the announced 100% tax on Chinese imports is an example of escalation. Nvidia is directly affected by export regulations and import controls from both sides. Whether this levy will really be fully implemented, to what extent, and whether exemptions will apply is not yet certain. Regularly such plans are announced as "threats" to put pressure on China , while in implementation parts may be toned down.

What is the view of Nvidia's international analysts

The expectations of the banks consulted vary somewhat, but the consensus goes to a price target in the range of $200 to $225 over the next 12 months. The average price target of expectations is at $221. With a current share price of about $185, this means a return potential of about 20% over the next 12 months.

Both technical analysts and fundamental analysts have Nvidia at Strong Buy.

What is our view on Nvidia's share price

Below is the share price chart as of early 2025.

As indicated in the May 30, 2025 article, the breakout of the $145 level brought the rapid rise to the initial price target at $185. In recent months, the price trend has been corrective with a short new top at $196.

Our algorithm gives a continuation of the correction as the most likely short-term scenario. This may lead to a price in the $170 to $165 zone. Then the strong trend is continued to the elevated price target of $250.

With this, our system parallels the view of international analysts. However, our price target is about 10% higherthan the market consensus.


Conclusion

Nvidia continues to develop excellently in a huge growth sector with very high expectations and very high valuations. In the process, the company faces ongoing international trade tensions. As a result, we should not rule out a period when the stock price will experience a larger correction. Nonetheless, Nvidia is in a major uptrend with a 12-month price target that is dozens of percent higher than the current price. For now, the company consistently manages to survive geopolitical threats and has met high expectations.

You might consider holding the current position from the $145 level and buying in during price corrections. These corrections could lead to around $170. With a closing position below $145, the positive scenario expires. Price target $250.

Disclaimer: Investing involves risk. Our analysts are not financial advisors. Always consult an advisor when making financial decisions. The information and tips provided on this website are based on our analysts' own insights and experiences. They are therefore for educational purposes only.