NVIDIA (NVDA) Analysts See Long-Term Upside as AI Exports to China Get Green Light

NVIDIA Corporation (NASDAQ:NVDA) is one of the AI Stocks Analysts Are Tracking Closely. On July 21, Morgan Stanley reiterated the stock as “Overweight” and reaffirmed the stock as a top idea.

“US AI companies NVIDIA , AMD, and Broadcom are likely to receive licenses to ship to China at levels consistent with the prior threshold. We would keep near-term expectations in check, as outlined below, but it’s a significant positive for 2026 for all AI stocks, including our Top Pick NVDA.”

Analysts on Wall Street currently have a consensus “Buy” rating on the stock. The average price target of $180 implies a 4.7% upside; however, the Street-high target of $250 implies an upside of 45%.

In other news, Nvidia has told its Chinese customers that it has limited supplies of H20 chips, days after the news that the ban on Nvidia from sending its export control-compliant chip known as the H20 to China was reversed.

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

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Disclosure: None.