NVIDIA's Rubin Chip on Track for 2026 Launch, Analysts Remain Bullish

On August 15, 2025, Morgan Stanley reiterated its "Overweight" rating on NVIDIA Corporation (NASDAQ:NVDA), stating that the company's Rubin chip is on track for its planned launch. According to the analysts, the chips and their system design should be finalized by next March, with the chip entering mass production in the second quarter of 2026, followed by server racks ramping up in the third quarter of that year.

This news comes as a relief to investors, as there were some concerns about potential delays to the Rubin schedule. However, Morgan Stanley has assured that there will be no delay, and the chip is progressing as expected. Wall Street analysts currently have a consensus "Buy" rating on NVIDIA stock, with an average price target of $192, implying a 6.4% upside. The Street-high target of $250 suggests an even more substantial upside of 38%.

NVIDIA is a leading player in the AI-driven solutions market, offering platforms for data centers, self-driving cars, robotics, and cloud services. While the company's potential as an investment is acknowledged, some analysts believe that certain other AI stocks may offer greater upside potential and carry less downside risk.