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financial-news.co.ukSEP 132 min read$NVDA

Nvidia Stock Price Target Rises Past $327 as SpaceX Seals Exclusive Chip Deal

Nvidia's average 12-month price target rose to $327.18 among 58 analysts. SpaceX's Elon Musk confirmed an exclusive deal with Nvidia for AI infrastructure, including orbital computing satellites. SpaceX's Q2 revenue was $7.8B, up 92% YoY. AMD's Q2 2026 data center revenue surged 107% YoY to $6.718B. Nvidia's forward P/E is 25.06, with a market cap of $5.45T.

Original reporting
financial-news.co.uk
Published Sep 13, 2026, 12:30 PM UTC
Analysis
AlphAI AI DeskAI-generated
Added to AlphAI Sep 13, 2026, 12:34 PM UTC. Informational, not investment advice.
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Nvidia Stock Price Target Rises Past $327 as SpaceX Seals Exclusive Chip Deal — source image
Source · financial-news.co.uk
Decision brief

The 30-second read

$NVDABullishHigh
01

Why it matters

The deal is expected to materially increase Nvidia's data‑center revenue, supporting higher valuation multiples and reinforcing its AI leadership narrative.

02

Market read

A high‑profile contract that could drive significant upside for Nvidia and the broader AI‑chip sector.

03

What to watch

Potential supply‑chain bottlenecks for Nvidia's Rubin GPUs could delay delivery and dampen short‑term impact.

Relevance 8/10Novelty 9/10Timing: post‑earnings call today

Background

The article reports a fresh, exclusive hardware agreement between SpaceX and Nvidia, alongside analyst price‑target updates.

Company-level read

Ticker impact

$NVDABullishHigh confidence
Context

SpaceX announced an exclusive deal to build its AI infrastructure entirely on Nvidia hardware, including GPUs for its upcoming orbital satellites.

Expected impact

Upward pressure on NVDA over the next weeks as investors price in the new revenue opportunity.

Evidence & confidence

SpaceX's massive compute spend and growth targets translate to billions of dollars in Nvidia GPU demand, a material catalyst for the stock.

Market effects

Sector

Strengthens the AI‑chip sector, benefitting peers like AMD and Intel.

Regional

Highlights US‑based AI hardware leadership, supporting broader tech market optimism.

Global

Reinforces Nvidia's position as the primary supplier for high‑profile space and AI projects worldwide.

Counterpoint

What could challenge this read

If SpaceX's compute rollout stalls or budget constraints emerge, the revenue upside may be limited.

Key entities

  • Company
    Nvidia

    US‑listed AI‑chip maker (NVDA).

  • Company
    SpaceX

    Private aerospace firm led by Elon Musk.

Read at source← All news

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