Nvidia shares trade at $214.13, up 15.08% year-to-date and 883.76% over five years, after a 6.61% drop last week in a global tech sell-off over AI funding worries. The consensus price target is $328.72, about 54% above the current price, with 10 Strong Buy, 49 Buy and 1 Sell ratings, and fiscal 2028 EPS estimates rose from $12.7636 to $15.9146 over 90 days. The author says reaching $350 requires a 63% gain, pointing to the Vera Rubin ramp, roughly $1.3 trillion in top-five hyperscaler spending expected in 2027, and guidance for about 70% fiscal 2028 revenue growth. Risks include guidance assuming zero China data center compute revenue, $279 billion in supply commitments, and AI funding worries. The author views a 22x multiple on next year's earnings as reasonable if Vera Rubin ramps as planned.
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/22/2026 | 212.28 |
| Change that session | -4.36% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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