KeyBanc Lifts Nvidia Price Target To 250 Dollars
Shares closed at 181.11 up 1.7 percent after the Oct. 1 note raised CoWoS and rack shipment outlooks.
The analyst move
KeyBanc Capital Markets increased its Nvidia target to $250, maintaining Overweight. The stock closed $181.11, up 1.7 percent, with an intraday high of $186.58 as investors weighed supply and deployment updates.
Supply, systems, and shipments
The note cited higher capacity for CoWoS interposers and improved specifications for VR200 NVL144 systems. Estimated shipments reached about 30,000 racks in 2025 and at least 50,000 in 2026, framing long‑run data center demand for AI.
Market context and consensus
Despite strong gains year to date, shares still trade below some targets, with a broad analyst average near the …
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