Nvidia and Microsoft, the first- and sixth-most owned stocks on Robinhood, now carry average Wall Street price targets implying 54% and 57% upside, respectively, from levels as of April 7. For retail investors holding these names in force, the sell-off in large-cap tech has turned popular holdings into what analysts see as high-upside opportunities.
Nvidia, the world’s largest company by market cap, posted blowout earnings earlier in the year and raised its quarterly guidance. CEO Jensen Huang projected $1 trillion in chip sales from the current Blackwell GPU platform and the upcoming Vera Rubin platform between March 2024 and the end of 2027. The company is also preparing to resume chip sales to China, a market once critical to its revenue. Despite concerns over AI spending cycles and competitive pressures, 41 of 43 analysts covering the stock in the past three months recommend buying it. At 21 times forward earnings, the risk-reward appears favorable. The average price target of $274 suggests 54% appreciation from current levels.
Microsoft, while facing skepticism over AI monetization, continues to expand its cloud dominance. Its Azure division, which provides AI development tools and services, saw revenue grow 39% year over year in the first quarter of fiscal 2026. Yet adoption of its AI assistant Copilot remains limited—penetrating only about 3% of its 450 million paid commercial Microsoft 365 users. That low uptake has weighed on sentiment, contributing to a roughly 30% decline in the stock over the prior six months. Still, with 34 of 37 analysts issuing buy ratings, the consensus view is that Microsoft remains positioned to benefit from AI’s evolution. The average price target of $582 implies 57% upside from current levels.