The February 18 deluge of Wall Street analyst price targets and rating updates for Nvidia (NASDAQ: NVDA) shows that institutional confidence in the blue-chip chipmaker’s stock remains high despite the early 2026 turbulence.
Specifically, as many as five separate prominent analysts revised their NVDA shares’ 12-month forecast on Wednesday, and all issued favorable verdicts, per the data Finbold retrieved from the stock analysis platform TipRanks on February 19.
Analysts’ latest revisions predict a 35% Nvidia stock rally
To begin with, both Needham and RBC Capital rated Nvidia as a ‘Buy,’ and both set their price targets at $240 – 28% above the press time price of $187.15.
Oppenheimer and Wells Fargo (NYSE: WFC) proved even more bullish, as they gave the same rating to Nvidia but a markedly higher, $265 12-month forecast.
Stifel Nicolaus’ Ruben Roy came in the middle of targets, having predicted a rally to $250, while also reiterating that NVDA shares are a ‘Buy.’
Therefore, it can be said that the February 18 Nvidia stock rating revisions position the semiconductor giant as a ‘Buy’ with an average price target of $252 – nearly 35% above the press time levels.
For comparison, NVDA shares are up 5.07% in the last 30 days and are 0.32% in the green year-to-date (YTD), and they remain 34.42% up in the last 12 months.
Wall Street remains bullish on Nvidia stock in 2026
Elsewhere, the February 18 positive ratings are largely consistent with the wider Wall Street pattern regarding Nvidia stock in the last month. Not only has every rating revision in recent weeks maintained a ‘Buy’ rating, but the only one to feature a price target change was an upgrade.
Specifically, UBS’ Timothy Arcuri increased his NVDA stock 12-month forecast from $235 to $245 on February 11, 2026.
Overall, Nvidia shares are considered a ‘Strong Buy’ on Wall Street and boast an average price target of $261.84 based on the analysis conducted and opinions voiced within the last three months.
Is Nvidia stock a buy ahead of February 25 earnings
Lastly, the numerous analyst revisions are also consistent with the expectations for Nvidia’s upcoming February 25 earnings report. Overall, Wall Street expects the semiconductor giant to post an earnings per share (EPS) of $1.52 and revenue of about $65.6 billion.
Such predictions fall in line with the expectation that Nvidia will remain the dominant chipmaker supplying the artificial intelligence (AI) boom and apparently discount the potential fallout of the company’s alleged plans to abandon the consumer market in 2026.
Additionally, though the earnings forecasts already expect an annual growth of 71% for the blue-chip chipmaker, optimism is further reinforced by the fact that the company has a track record of outperforming predictions.