NVIDIA's Vera CPU is already shipping to hyperscalers, and management expects CPU revenue to more than double in fiscal 28. The Grace CPU's trailing 12-month revenue exceeded $5 billion. After shares fell 4.09% over the past week and 2.34% over the past month, the 24/7 Wall St. price target of $260.60 sits 19.91% above the $217.33 price, and the article's model rates the stock a Buy. In Q2 fiscal 2027, revenue reached $96.221 billion, above the $92.07 billion estimate, and Data Center revenue rose 117%. The bull case reaches $271.47 within a year, while the bear case works out to $226.67; risks include $279 billion in supply commitments, days sales outstanding extended to 60 days from 45, and Q4 gross margin guidance of 71% to 72%.
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.1T |
| Close on 10/26/2026 | 215.98 |
| Change that session | +2.38% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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