Nvidia’s stock outlook received a major boost this week after Piper Sandler raised its price target to $225, citing strong AI chip demand, new product rollouts, and a pending revenue wave from China.
Piper Sandler sees upside from China, AI tools
Analyst Harsh Kumar of Piper Sandler upgraded the firm’s Nvidia (NVDA) price target from $180 to $225 while reiterating an Overweight rating. The firm expects Nvidia to beat Wall Street expectations for both July and October, citing two key growth drivers:
- China revenue not yet reflected in current consensus estimates
- Positive spending trends from U.S. hyperscalers, which include major cloud infrastructure providers
Piper anticipates China could contribute $6 billion in revenue by Q4, with steady growth of 12–15% per quarter in subsequent periods.
Nvidia earnings due August 27
Nvidia will report quarterly results on August 27, with many analysts expecting another strong showing. Piper’s models match the consensus for July but remain slightly below estimates for October—a gap that may close if China sales arrive sooner than expected.
The company recently agreed to a 15% payment on Chinese H20 chip sales to the U.S. government, down from the previously floated 20%. That decision helps Nvidia navigate geopolitical headwinds while retaining access to one of the world’s largest tech markets.
New AI tools unveiled at SIGGRAPH
At the SIGGRAPH conference, Nvidia introduced several new AI development tools and hardware updates:
- Omniverse libraries and Cosmos world foundation models for robotics and virtual worlds
- RTX PRO 6000 Blackwell Server Edition GPU, set for integration in standard 2U servers from Cisco and Dell
These tools enhance Nvidia’s foothold in enterprise AI infrastructure, particularly in data centers.
Financial strength supports valuation
According to InvestingPro, Nvidia maintains strong profitability metrics and robust financial health, with the company growing revenue by 86% over the last 12 months. That performance helped Nvidia reach a market valuation of $4.47 trillion.
Goldman Sachs also reaffirmed a Buy rating on NVDA, holding a $200 price target. Analysts continue to cite Nvidia’s Blackwell architecture and AI leadership as key competitive advantages.
Nvidia stock price today
- Current Price: $183.16
- Daily Gain: +0.60%
- Trading Volume: 145.73 million shares
NVDA stock continues to ride high on AI sector optimism and remains one of the most actively traded U.S. equities in 2025.
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