$NVIDIA(NVDA)$ $NVIDIA(NVDA)$ YE 2026 target for NVDA is $325. Base case $325, bull case $350–$375, extreme bull $400+, bear case $220–$250.
The bullish side: Q2 revenue +106% YoY, Data Center revenue +117%, Q3 guide around $108B, Rubin ramp underway, AI infrastructure spending still massive, roughly $235B buyback authorization, and Street consensus target near $328.
From around $234, a $325 base case works out to roughly 39% upside by year-end. $325 base, $375 bull, $235 on the downside. NVDA is still the dominant AI compute platform, and earnings are growing fast enough that the valuation stays surprisingly reasonable.
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