Nvidia Holds Near $224 as Analysts Affirm Mid-70s Margins Through 2030

Nvidia shares stabilized near $224.36 following the post-Computex rally, supported by hyperscaler commitments to $1 trillion in 2027 data-center capex. DA Davidson analyst Gil Luria highlighted that gross margins should remain in the mid-70s through 2028–2030 due to limited alternatives for Nvidia chips. The outlook builds on record Q1 results of $81.6 billion revenue and CEO Jensen Huang’s confirmation that supply is secured. Multiple firms raised targets—Goldman Sachs at $285, Bank of America at $350, and Tigress at $425—while consensus sits above $300, underscoring durable margins and expanding AI-factory demand.