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Morgan Stanley's Joseph Moore raised their price target on Nvidia (NASDAQ: NVDA) by 6.4% from $235 to $250 on 2025/12/01. The analyst maintained their Strong Buy rating on the stock.

Moore reminded readers that they did not adjust their model when management gave its $500B Blackwell and Rubin commentary at GTC, or by that much around earnings, preferring to wait for Morgan Stanley's channel checks.

However, after hearing from contacts in Asia and the U.S., the analyst said they are now comfortable increasing their revenue estimates, although to a level that remains below the "$500B in 5 quarters" offered by Nvidia's CEO at the GTC event.

Nevertheless, Moore added that "clearly, Nvidia's situation is strong."

Earnings Report

For Q3 2026, Nvidia reported:

• EPS of $1.30, which beat the Zacks Consensus Estimate of $1.24 and Q3 2025's $0.81.
• Revenue of $57.01B, which beat the Zacks Consensus Estimate by 4.14% and Q3 2025's $35.08B.

For Q4 2026, management guided:

• Revenue of $63.7B to $66.3B.

CEO Jensen Huang commented: “Blackwell sales are off the charts, and cloud GPUs are sold out.

“Compute demand keeps accelerating and compounding across training and inference, each growing exponentially.

"We’ve entered the virtuous cycle of AI.

"The AI ecosystem is scaling fast, with more new foundation model makers, more AI startups, across more industries, and in more countries.

"AI is going everywhere, doing everything, all at once.”