Nvidia (NVDA) Stock: Morgan Stanley Sets $250 Price Target With 38% Upside

TLDR

• Morgan Stanley raised Nvidia’s price target to $250 from $235, showing 38% upside potential from current price of $181.46
• Analyst Joe Moore dismisses concerns about competition from Google or AMD, noting Nvidia hasn’t lost meaningful market share
• Nvidia maintains 70-95% market share in AI accelerators and data-center GPUs with continued demand for its products
• The company’s advantage comes from superior chip performance, software maturity, and faster deployment speed versus competitors
• Wall Street consensus price target sits at $250.66, with the high-end estimate reaching $352

Morgan Stanley analyst Joe Moore just raised his price target on Nvidia stock from $235 to $250. That represents a 38% upside from the current trading price of $181.46.

NVIDIA Corporation, NVDA

Moore holds a 5-star rating on TipRanks. His latest move shows growing confidence in Nvidia’s ability to maintain its lead in the AI chip market.

The analyst addressed concerns about competition head-on. He called worries about Google-parent Alphabet or Advanced Micro Devices catching up “overstated.”

Recent market checks confirm Nvidia hasn’t lost any meaningful market share. The company continues to dominate AI accelerators and data-center GPUs with a 70-95% market share.

Demand for Nvidia’s GPUs, high-bandwidth memory, and advanced packaging remains strong. Businesses are racing to scale their AI models, creating intense pressure on supply chains.

Moore points out that customers stick with Nvidia for good reasons. The company delivers the best cost-and-performance balance in the industry.

Why Nvidia Keeps Winning

Nvidia’s success goes beyond raw computing power. The company offers an “end-to-end advantage” that competitors struggle to match.

Its software stack is mature and reliable. Customers can deploy AI projects faster using Nvidia’s tools.

This matters because time equals money in AI development. Shorter training times mean lower operating costs.

Companies can keep their large-scale AI projects on schedule. That reliability makes Nvidia the safe choice for hyperscalers investing billions in infrastructure.

The tight supply situation for GPUs and related components tells its own story. Hyperscalers are growing their AI workloads at breakneck speed.

This aggressive expansion reinforces Nvidia’s position at the center of the AI boom. Supply constraints exist because demand keeps exceeding production capacity.

Market Expectations Align

Morgan Stanley’s new target matches Wall Street’s consensus price target of $250.66. That consensus implies nearly 38% upside from current trading levels.

The firm didn’t immediately raise its estimates when Nvidia management discussed $500 billion in Blackwell and Rubin projections at GTC. Moore wanted to validate those claims with independent market checks first.

After meeting with contacts in Asia and the United States, Morgan Stanley felt comfortable increasing its revenue estimates. The firm now believes Nvidia can reach those ambitious targets.

While Morgan Stanley’s new numbers remain below the “$500 billion in 5 quarters” goal voiced by the CEO, the firm acknowledged the situation is strong. Wall Street’s high-end estimate reaches $352 per share.

Moore’s $250 target puts Morgan Stanley in the bullish camp. The analyst maintains his Overweight rating on the shares.

Nvidia holds commanding market share between 70-95% in AI accelerators. That dominant position shows little sign of erosion despite increasing competition.

The company’s performance advantage, software ecosystem, and supply reliability continue attracting customers. Moore’s research suggests this combination will keep Nvidia ahead of rivals in the near term.

Morgan Stanley raised its price target after conducting extensive market checks across multiple regions and customer segments.

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