Nvidia Shares Post Biggest Rally in 14 Months Following Raymond James $12 Trillion Valuation Target
Yahoo Finance ·
Nvidia shares surged nearly 8% during Thursday morning trading, marking their largest single-day percentage gain since April 2025, following a wave of Wall Street price target increases. Raymond James led the revisions by lifting its target from $352 to $515, implying a potential market valuation of $12.4 trillion, while emphasizing that component availability remains the primary restriction on expansion. Analysts noted that unconstrained customer demand is running significantly ahead of actual reported numbers. Truist indicated that underlying interest could support 100% sales growth next year, whereas supply limits might cap growth at 70%. Concurrently, JPMorgan raised its target to $320, and firms like RBC Capital, Bernstein, and Evercore ISI also adjusted their price objectives upward, reflecting robust market confidence in the tech giant.
AI 시장 분석
Raymond James raised its price target for NVDA to $515, suggesting the possibility of reaching a $12 trillion market cap, which sent the stock surging by the largest margin in 14 months. Wall Street evaluated that AI semiconductor demand is so overwhelming that supply shortages are the primary factor limiting growth. Investors are maintaining a positive outlook, focusing on explosive, demand-driven earnings growth.
상승 영향
- AI — AI infrastructure investment sentiment improved significantly following confirmation of overwhelming Wall Street demand for NVDA and upward price target revisions.
- Semiconductors — Robust demand for next-generation architecture and datacenter chips—enough to experience supply shortages—has raised earnings expectations across the related value chain.
DYAX 전담 분석
Despite supply constraints, NVDA demonstrated strong fundamentals, with projected fiscal 2028 revenue growth of 70%, driving the stock rally. Price target upgrades from major Wall Street investment banks are enhancing future earnings visibility.
Whether supply chain bottlenecks are resolved will be a key variable for further stock gains, and if excess demand persists, reaching the price target is expected to accelerate. Investors should closely monitor supply indicators and the increasing sales share from non-Big Tech customer segments.
AI가 생성한 분석으로 투자 자문이 아닙니다.
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