Nvidia Stock Could Rise Another 38%, Valuing AI Giant At Nearly $5 Trillion, Says Barclays

Benzinga

Barclays raised its price target for Nvidia to $200, projecting a 38% upside and a potential $4.9 trillion market cap, according to Benzinga. Analysts pointed to Nvidia’s Blackwell AI platform as a major growth driver, noting strong platform usage. They expressed optimism for late 2025, citing increased adoption of agentic AI. Analysts expect Nvidia’s gross margins to improve in the second half of the year, driven by Ultra chip launches and increased Blackwell shipments. Nvidia’s stock rebounded sharply after an early 2025 dip, with a 6.30% gain over the past year. Momentum is strong, but value metrics remain low.

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00:00It's Benzinga, bringing Wall Street to Main Street.

00:02Barclays raised its price target for NVIDIA to $200, projecting a 38% upside and a potential

00:07$4.9 trillion market cap, according to Benzinga. Analysts pointed to NVIDIA's Blackwell AI platform

00:13as a major growth driver, noting strong platform usage. They expressed optimism for late 2025,

00:19citing increased adoption of Agenic AI. Analysts expect NVIDIA's gross margins to improve in the

00:24second half of the year, driven by ultra-chip launches and increased Blackwell shipments.

00:28NVIDIA's stock rebounded sharply after an early 2025 dip, with a 6.3% gain over the past year.

00:34That it was strong, but value metrics remain low.

00:36For all things money, visit Benzinga.com.

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