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Morgan Stanley recommends buying Nvidia stock after GTC 2025 insights

Morgan Stanley's Joseph Moore recommends investors to "load up" on Nvidia stock, maintaining an Overweight rating with a $162 price target, anticipating a 38% return over the next year. Despite a lack of major announcements at GTC 2025, Nvidia's strong demand for its Blackwell GPUs and a promising technology roadmap position it well for future growth, even amid macroeconomic concerns. The analyst consensus also supports Nvidia as a Strong Buy, with an average target of $176.54, suggesting a potential 50% premium in the coming year.
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