Nvidia Stock Gets Boost from TD Cowen with $275 Price Target

Nvidia stock has received a vote of confidence from TD Cowen, which reiterated its Buy rating and $275.00 price target for the chipmaker.

The firm expects a strong quarter from Nvidia due to continued strength in Blackwell sales, the early ramp of Vera Rubin systems scheduled to begin in the third fiscal quarter, and Networking.

TD Cowen believes ongoing momentum in AI will continue to support upside to guidance, driven by cloud capex, technological innovation at Frontier Labs, and increased proliferation of open-weight models.

The firm also noted that demand visibility now extends well into 2027 and, in some cases, early 2028.