Nvidia Stock Could Rise Another 38%, Making Jensen Huang-Led AI Giant A Nearly $5 Trillion Company, Says Barclays

Barclays analysts have recently announced a notable revision of their price target for Nvidia Corp. (NASDAQ: NVDA), raising it to $200 per share. This projection indicates a potential stock price increase of 38%, which could propel Nvidia’s market capitalization to an astonishing $4.9 trillion. This forecast underscores the optimism surrounding Nvidia and its positioning as a leader in the artificial intelligence (AI) sector, spearheaded by CEO Jensen Huang.

The driving force behind this optimistic outlook is the performance of Nvidia’s Blackwell AI platform. Analysts at Barclays have highlighted strong usage levels of this platform, reflecting a growing adoption of agentic AI technology. This type of software is designed to perform tasks with minimal human intervention, showcasing the potential for efficiency and innovation in various applications. With technological advancements accelerating, the relevance of AI continues to expand, making Nvidia’s offerings increasingly attractive to consumers and enterprises alike.

Looking ahead, Barclays projects that Nvidia’s compute revenue will see moderate growth, particularly in the upcoming October and January quarters. This growth is expected to be driven by the company’s new Blackwell Ultra chips, which are on track to begin small volume deliveries by the end of the current quarter, followed by mass production anticipated in Q3. The introduction of these chips is expected to significantly boost Nvidia’s gross margins in the latter half of the year.

Interestingly, while Nvidia experienced a decline in its adjusted gross margin from 78.9% to 61% in the fiscal first quarter, analysts are hopeful for a recovery as demand increases. As consumers and businesses adopt advanced AI technologies, Nvidia is well-positioned to benefit from this shift, allowing its gross margins to improve as the year progresses.

The significance of Nvidia’s stock performance cannot be understated, especially considering its market trajectory in recent years. The company’s market capitalization dropped steeply earlier this year, but it rebounded in May 2025 to reach approximately $3.3 trillion. In June, Nvidia surpassed Microsoft to become the world’s most valuable publicly traded company, achieving a market cap of $3.4 trillion. Such dynamics underscore Nvidia’s remarkable resilience amidst a volatile market.

During recent presentations, particularly at the GTC conference in Paris, Nvidia reinforced its status as a leader in the AI market. The company’s emphasis on sovereign AI—tailored solutions for government and national security applications—underlines its innovative edge and diverse portfolio. Analysts from firms like JPMorgan have noted that these developments, along with a robust ramp-up of the Blackwell AI platform, further bolster Barclays’ optimistic outlook.

The revised price target and increase in earnings projections for the upcoming calendar year highlight Nvidia’s solid fundamentals and the significant value perceived in its stock. Analysts have recalibrated their valuation models, suggesting a higher valuation multiple that reflects Nvidia’s growth potential in the fast-evolving landscape of AI technologies.

In a world increasingly driven by technological advancement, Nvidia stands at the forefront, setting trends and leading in market share. With its commitment to innovation and expansion in AI, the company continues to capture investor interest and broaden its impact across multiple sectors.

The rising demand for AI solutions echoes across industries, indicating a bright future for Nvidia. As the landscape evolves, so too does the opportunity for Nvidia to expand its influence, offering a range of products and services that cater to the future needs of various markets. This adaptability, paired with strong management and a forward-looking approach, positions Nvidia as a formidable player in the tech world.

With the potential for significant stock growth and expanding market opportunities, Nvidia is more than just a tech company; it is a pioneer shaping the future of artificial intelligence. The optimism from Barclays and other analysts reflects a growing belief in Nvidia’s capacity to navigate the challenges of an evolving tech landscape while delivering exceptional growth for investors.

In summary, the outlook for Nvidia is bright, characterized by significant projected growth driven by a robust AI infrastructure and innovative technology. As the company continues to make strides in the sector, investors keen on tech and AI should keep a close watch on Nvidia and its ongoing developments, particularly as market dynamics evolve and new opportunities arise.

As we look toward the future, the question remains: How will Nvidia leverage this momentum to sustain its position at the top and continue pushing the boundaries of AI technology? One thing is certain: the journey is just beginning, and all eyes will be on Jensen Huang and his team as they chart the course ahead for this remarkable AI giant.

Source link