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NVIDIA stock seen rising 25% with $268 price target despite cooling AI trade in 2026

Analyst Insights
24 Aug 2026
24/7 Wall Street
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Bullish
NVIDIA stock seen rising 25% with $268 price target despite cooling AI trade in 2026

NVIDIA remains a top AI infrastructure stock with a 24/7 Wall St. price target of $268.36, implying about 25% upside from its current $214.72 price. Despite recent cooling in AI momentum and mixed signals from insider sales and options, NVIDIA's strong Q1 revenue growth and CEO optimism about AI spending support a bullish outlook. The company’s upcoming Vera Rubin chip launch and robust demand forecast underpin the positive stance, though risks include hyperscale capex normalization and regulatory issues in China. Compared to peers like Alphabet and Tesla, NVIDIA is seen as the highest quality AI play with significant growth potential through 2030.

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