Analyst revises Nvidia (NVDA) stock price target

Core Viewpoint - Nvidia is experiencing a positive shift in market sentiment due to new policies for Chinese customers and optimistic analyst ratings, indicating potential growth in sales and earnings from the region [1][2][3]. Group 1: Analyst Ratings and Price Targets - Stifel analyst Ruben Roy maintains a "Buy" rating on Nvidia with a price target of $250, citing a more optimistic outlook on sales in China [1]. - Citi has also reiterated a "Buy" rating with a price target of $270, bolstered by positive discussions at the Consumer Electronics Show (CES) [2]. - Bank of America analyst Vivek Arya rates Nvidia a "Buy" with a price target of $275, highlighting the company's leadership in AI and upcoming product launches [3]. - Overall, Wall Street shows strong support for Nvidia, with 39 "Buy" ratings compared to only one "Hold" and one "Sell" [4]. Group 2: Market Sentiment and Future Outlook - The average price target for Nvidia is $263.76, suggesting nearly 40% upside potential by 2026, positioning it as one of the best-rated stocks this year [5]. - The introduction of upfront-payment and zero-cancellation policies for Chinese H200 customers is expected to enhance demand and potentially lead to significant sales if export licenses are approved [1].