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Morgan Stanley raises NVIDIA target as stock nears highs amid strong AI demand but margin and financing concerns linger.

Analyst Insights
07 Oct 2026
24/7 Wall Street
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Bullish
Morgan Stanley raises NVIDIA target as stock nears highs amid strong AI demand but margin and financing concerns linger.

Morgan Stanley has raised its price target for NVIDIA as the stock approaches its all-time highs, driven by strong demand in AI and data center markets. NVIDIA reported a record $96 billion quarter, with data center revenue up 117%, and expects fiscal 2028 revenue growth of about 70% despite supply constraints. However, concerns remain over margin compression due to rising memory costs and a $50 billion vendor financing controversy. Analysts remain bullish with price targets up to $318, but caution that margin pressures and financing risks could limit gains. Investors should watch upcoming earnings and supply developments closely.

As NVIDIA nears its all-time high, it trades at USD 238.05 on Pluang as of Oct 07, 2026 21:42 WIB, slightly down by 0.51% in the past day. Despite Morgan Stanley's raised price target, the stock shows cautious investor sentiment with 42% sell orders and 58% buy orders on the platform. Meanwhile, Morgan Stanley itself trades at USD 187.00, down 2.08%, reflecting mixed market reactions to the financial sector's outlook.

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