Finbold·2025-10-15 15:03Core Insights - HSBC analyst Frank Lee upgraded Nvidia's stock price target from $200 to $320, indicating a nearly 80% upside from the previous close of $180, supported by a strong product pipeline and growing customer base [1] - The fiscal 2027 data center revenue is projected to reach $351 billion, which is 36% above Wall Street's consensus of $258 billion, with earnings forecast raised to $8.75 per share, higher than the market's average estimate of $6.48 [2] - Nvidia shares are currently trading at $182.65, having gained 1.26% on the daily chart, coinciding with a new $40 billion deal involving Nvidia, Microsoft, xAI, and BlackRock for Aligned Data Centers [3] Company Performance - Nvidia's demand continues to rise, with a projected increase in wafer outlooks to 700,000 in fiscal 2027, representing a 140% jump from current levels [4] - The ongoing trade war between the U.S. and China may ease, potentially increasing GPU demand in China, with large-scale projects like OpenAI and Stargate expected to generate $250–$400 billion in AI GPU sales in the coming years [5] Market Sentiment - The average Nvidia stock price target for the next twelve months is $225 based on 37 ratings on TipRanks, indicating a 23% upside potential [6][8] - Wall Street has an overall "Strong Buy" rating on Nvidia, with only one "Hold" and one "Sell" recommendation [8]