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BofA Reiterates $300 Nvidia Target; Stock Soars 18%

Nvidia surges 18%, targets $300 on trillion-dollar data center projections and compelling valuation.

  • NVIDIA‘s (NVDA) stock gained over 18% in a month, closing at $208.26 on April 24, with a bullish Wall Street price target as high as $300.
  • Bank of America reiterated its buy rating with a $300 stock target, based on revised data center sales visibility exceeding $1 trillion through 2027.
  • Despite the rally, Nvidia trades at a reasonable 24x forward earnings, compared to major peers, with consensus targets suggesting roughly 35% upside.
  • Long-term growth is underpinned by projections of $3 to $4 trillion in global data center capital expenditures by 2030 and new product families like Rubin.

Nvidia’s stock is commanding intense Wall Street focus in late April, propelled by an 18% monthly surge and a firmly bullish analyst consensus that sees significant room for further growth. This momentum was underscored as the stock reached around $209.20 in pre-market trading following its close at $208.26 on April 24.

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Consequently, major institutions are maintaining aggressive targets, with the Nvidia BofA buy rating confirmed at $300. Analyst Vivek Arya revised the firm’s data center sales visibility for 2025-2027 to over $1 trillion, more than doubling a prior estimate. “We continue to view AI/data center to drive the majority of gains, with industrial contributing to growth on inventory replenishment and robotics ramp,” Arya stated.

Meanwhile, the stock’s valuation remains compelling at approximately 24x forward earnings. This compares favorably to Alphabet at 28x and Apple at 31x, while the S&P 500 trades near 21.6x. The bullish case extends beyond near-term metrics, anchored by Nvidia executives’ projection of $3 to $4 trillion in annual global data center capex by 2030.

Therefore, high-end price targets, including BofA’s, leverage this trillion-dollar forward visibility and upcoming product cycles like the Rubin chip family. Wall Street’s consensus one-year target sits around $269, indicating potential upside of roughly 35% from current levels and reflecting unwavering institutional conviction in the long-term forecast.

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