Morgan Stanley keeps USD 300 target for Nvidia stock

Published on 10/26/2026 at 16:57 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Q2 2027 revenue hit USD 96.22 billion, up 105.9 percent year over year. Nvidia stock costs EUR 193.39 on October 26, 2026 versus its USD 215.55 Nasdaq price.

Analyst target and operating scale

Morgan Stanley maintained a USD 300 target and Overweight rating in its October 2, 2026 note.
Second-quarter fiscal 2027 revenue reached USD 96.22 billion, up 105.9 percent year over year.
Nvidia stock traded at EUR 193.39 at Lang & Schwarz on October 26, 2026 at 4:46 p.m. CEST.
NVIDIA's market capitalization stood at USD 5.2 trillion on October 26, 2026.

Nvidia, US67066G1040, Illustration mit AI erstellt.

Nvidia Corporation (ISIN US67066G1040) traded at EUR 193.39 at Lang & Schwarz on October 26, 2026 at 4:46 p.m. CEST. Morgan Stanley maintained an Overweight rating and a USD 300 price target in a note dated October 2, 2026, as Yahoo Finance reported.

Revenue reached USD 96.22 billion

Nvidia's second-quarter fiscal 2027 revenue reached USD 96.22 billion, a 105.9 percent increase from the year-earlier quarter. The company also reported USD 59.69 billion in net income attributable to common shareholders and diluted earnings per share of USD 2.46 for the period ended July 26, 2026.

Data Center revenue was USD 89.02 billion, up 117 percent year over year, while the company guided for third-quarter fiscal 2027 revenue of USD 108.00 billion, plus or minus 2 percent. Zacks reported the figures and guidance on September 25, 2026.

What does the target imply?

The USD 300 target stands 39.18 percent above Nvidia's USD 215.55 Nasdaq price at 11:56 a.m. ET on October 26, 2026. The calculation uses the current USD price and the target, rather than the euro quotation.

Price and valuation frame

Nvidia's market capitalization was USD 5.2 trillion on October 26, 2026. Its Nasdaq price stood within a USD 164.27 to USD 243.37 52-week range, while the price-to-earnings ratio was 27.26 and trading volume reached 41,553,288 shares at the quoted time.

The operating picture remains the central counterweight to valuation questions. Second-quarter operating margin was 66 percent, net profit margin was 62 percent and operating cash flow reached USD 24.08 billion. These figures show how much of the investment case rests on sustaining exceptional scale while new computing platforms move into production.

Investor perspective

Morgan Stanley's USD 300 target places the emphasis on future product demand, while Nvidia's latest reported quarter supplies the measurable foundation. The next market test is whether the USD 108.00 billion quarterly outlook can be converted into reported revenue without a material deterioration in margins.

Nvidia traded at EUR 193.39 at Lang & Schwarz on October 26, 2026 at 4:46 p.m. CEST.

The further course of trading is shown by the continuously updated real-time quote of Nvidia stock.