Nvidia Price Targets Upgraded to $300 and $250; Q1 Revenue Guided at $78B
Wedbush raised Nvidia’s price objective to $300 from $230 and RBC Capital lifted its target to $250 from $240, both keeping Outperform ratings after Q4 data center sales accelerated. Nvidia guided Q1 2027 revenue at $78 billion ±2% with gross margins near 75% and Rubin ramps steady despite higher memory costs.
1. Analyst Price Objective Increases
Wedbush raised its Nvidia price objective to $300 from $230, and RBC Capital lifted its target to $250 from $240, both maintaining Outperform ratings. The upgrades reflect stronger-than-expected Q4 performance and confidence in sustained demand for its GPUs.
2. Q4 Data Center Sales Acceleration
Nvidia reported an acceleration in Q4 data center sales, driven by surging AI and cloud computing workloads. Gross margins held near 75% despite elevated memory prices, underscoring operational efficiency.
3. Q1 2027 Revenue and Margin Guidance
For Q1 2027, Nvidia guided revenue at $78.0 billion ±2% and projected gross margins around 75%. Rubin system ramp deployments remain steady, supporting anticipated growth in AI and data center segments.