Analyst Sentiment Remains Broadly Bullish on NVIDIA (NVDA)

Man GLG holds $1.66 billion worth of NVIDIA Corporation (NASDAQ:NVDA) shares, representing 3.17% of its 13-F portfolio as of Q2 2025. The company is included in Man GLG’s list of 10 stock picks with the highest upside potential.

So far in October, analyst sentiment remains broadly upbeat toward NVIDIA Corporation (NASDAQ:NVDA), with the semiconductor giant continuing to dominate the artificial intelligence landscape.

On October 9, 2025, Cantor Fitzgerald raised its price target on NVIDIA Corporation (NASDAQ:NVDA) from $240 to $300, while maintaining an “Overweight” rating after holding meetings with the company’s management. The investment firm cited the AI market as the “early innings of a multi-trillion AI infrastructure build-out.” As such, the firm expects Nvidia to capture 75% of the AI accelerator market and reach $11 EPS by 2027.

Meanwhile, on October 13, 2025, Mizuho raised its price target on NVIDIA Corporation (NASDAQ:NVDA) from $205 to $225, with an “Outperform” rating. The firm projected over $300 billion in AI data center revenue for the company by 2028.

Additionally, the most recent analyst rating on NVIDIA Corporation (NASDAQ:NVDA) was Piper Sandler’s “Overweight” with a $225 target. The firm pointed to sustained demand that continues to outpace supply amid lingering China-related constraints.

NVIDIA Corporation (NASDAQ:NVDA) is a global graphics, compute, and networking solutions provider, offering accelerated computing for data centers, AI software, networking, automotive platforms, robotics, and DGX cloud computing services.

While we acknowledge the potential of NVDA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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