Mizuho Raises PT on NVIDIA (NVDA) Stock

Group 1 - Mizuho analyst Vijay Rakesh raised the price target on NVIDIA Corporation (NASDAQ:NVDA) to $275 from $245 while maintaining an "Outperform" rating, reflecting a positive outlook for the company [1] - The firm anticipates continued upside for the semiconductor group in 2026, driven by attractive valuations, although the growth is expected to be more modest compared to 2025 [2] - J.P. Morgan analyst Harlan Sur maintained a "Buy" rating on NVIDIA, highlighting that the current demand for the company's products exceeds expectations through CY 2027 [3] Group 2 - Mizuho's top sectors for 2026 include AI accelerators, wafer fab equipment, optical, and memory, indicating a focus on high-growth areas within the semiconductor industry [2] - The firm expresses caution regarding electric vehicles, autos, analog, computers, and handsets, suggesting a more selective investment approach in these sectors [2]