Top Analyst Raises Nvidia Stock (NVDA) Price Target on ‘Leadership in AI Data Center Infrastructure’

Tigress Financial analyst Ivan Feinseth raised his price target for Nvidia NVDA -3.01% ▼ stock to $360 from $350 and reaffirmed his Buy rating. The analyst cited the company’s “leadership in AI data center infrastructure,” with its dominance in GPU chips expected to drive sustainable growth in revenue, cash flow, profitability, and further increase in shareholder value.

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Despite concerns about AI chip export restrictions and growing competition in the AI chip space, most Wall Street analysts remain bullish on Nvidia’s long-term growth potential. The chip giant recently reported market-beating Q4 FY26 results and issued a strong outlook, thanks to continued demand for its AI GPUs (graphics processing units). NVDA stock is down about 5% so far in 2026 but has risen 61% over the past year.

Top Tigress Analyst Is Bullish on Nvidia Stock

Feinseth noted Nvidia’s leadership in GPU accelerators that are used for AI training and inference by hyperscalers, enterprises, and sovereign AI projects. He added that the company’s Data Center segment is now contributing a major portion of its top line and expanding rapidly. Feinseth expects Nvidia to benefit from high capital spending by leading hyperscalers, estimated at more than $650 billion in 2026.

“NVDA’s growth is leveraged into a massive, long‑duration AI and accelerated‑computing opportunity, driven by $3-4 trillion in AI infrastructure spend by 2030,” said Feinseth.

The 5-star analyst noted Nvidia’s impressive Q4 FY26 performance, with revenue growing 20% sequentially and 73% year-over-year to $68.1 billion. Feinseth expects Nvidia to continue to bolster its AI dominance, with the Blackwell platform ramping faster than expected. Moreover, the Vera Rubin platform is on track to emerge as the next major platform.

Feinseth expects NVDA’s Vera Rubin offering to boost its AI pipeline of more than $500 billion, while protecting margins against memory inflation. He highlighted that Nvidia is sustaining its margins at attractive levels, supported by premium pricing, a strong system and software mix, and scale efficiencies.

Feinseth ranks No. 524 among more than 12,100 analysts on TipRanks, with a success rate of 60% and average return per rating of 11.5% over a one-year period.

Is NVDA Stock a Good Buy Now?

Overall, Wall Street has a Strong Buy consensus rating on Nvidia stock based on 39 Buys, one Hold, and one Sell recommendation. The average NVDA stock price target of $272.16 indicates 53% upside potential.

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