Wells Fargo raised its Nvidia target to $315 on a new capacity model. Here are the thesis, data center projections, and what to watch at earnings.

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) stock just earned a fresh endorsement from Wells Fargo, which raised its price target to $315 from $265 and reiterated its Overweight rating on NVIDIA. The price target raise lands just eight days before NVIDIA’s quarterly report on May 20,

Demand for AI and Nvidia's industry-leading position could drive its stock price significantly higher over the next couple of years.

Shares of the world’s largest company approached another record.

Our NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) call comes at a moment when the AI infrastructure trade is reaccelerating after a choppy first quarter. NVDA has rallied 8.44% in the past week and 18.

What this means is you don't have to rush into the stock before a specific date in order to benefit from the Nvidia story. Instead, you may take your time and scoop up the stock now or later -- in both cases, it could be a winning long-term move thanks to the company's strength in the booming AI market.

Cerebras’ upsized IPO puts its giant AI chips in focus as inference demand, data center growth, and Nvidia competition reshape AI infrastructure.

Nvidia (NVDA) stock reached a record $219.44, up 13% in four days. Analysts expect strong Q1 results on May 20. Is NVDA stock a buy now?

Nvidia's rally will not run out of steam anytime soon, according to Wells Fargo. The bank, which has an overweight rating on the chipmaker, raised its price target to $315 from $265. The new forecast calls for 44% upside from Monday's close.

Nvidia’s stock is on pace to record its strongest four-session run of the year after severely lagging the chip sector to date in 2026.

It may be impossible for the face of the artificial intelligence (AI) revolution to meet or exceed investors' otherworldly expectations.