10 AI Stocks Analysts are Tracking Closely

4.  NVIDIA Corporation (NASDAQ:NVDA)

Number of Hedge Fund Holders: 235

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 AI Stocks Analysts are Tracking Closely. On November 18, BNP Paribas Exane raised its price target on the stock to $250.00 from $240.00 while maintaining an Outperform rating. The rating comes ahead of the company’s upcoming earnings report due on November 19.

BNP Paribas believes that Nvidia will deliver a “classic marginal beat/raise” quarter driven by strong growth trends.

“We don’t expect much drama in terms of numbers into NVDA’s FQ3’26 results on Wednesday where we expect the classic marginal beat/raise. Cons stands at $55bn for FQ3 revenues (+18% q/q; +57% y/y), with buyside a touch higher vs guidance $54bn. This translates into cons EPS of c.$1.30. For FQ4, cons revenues stands at $62bn (+12% q/q) and buyside likely higher at c.$63–64bn. Outside of FQ2’26 impact from China export restrictions, NVDA has averaged c.$5bn incremental revenue growth q/q for the previous 8 quarters. The FQ4 cons at +$7bn is on the higher side but also embeds a richer Blackwell ASP in the mix.”

On the same day, Stifel reiterated the stock as “Buy” and raised its price target to $250 per share from $212.

“We are increasing our estimates and introducing F2028 estimates ahead of NVDA’s F3Q report Wednesday, 11/19.”

NVIDIA Corporation (NASDAQ:NVDA) specializes in AI-driven solutions, offering platforms for data centers, self-driving cars, robotics, and cloud services.