The article argues NVIDIA could reach $400 in 2027, a gain of about 79% from $223.55. Second-quarter fiscal 2027 revenue reached $96.22 billion, up 105.8%, with Data Center sales rising 117% to $89.02 billion. The average analyst target of $328.72 implies about 47% upside, and fiscal 2028 EPS estimates have been revised upward. At $400, shares would trade near 25x forward earnings, versus about 14x today and 21 to 23x for the S&P 500. Key drivers include Vera Rubin orders and top-five hyperscaler capex rising from nearly $800 billion in 2026 to $1.3 trillion in 2027, while risks include memory costs that could push gross margin to 71% to 72%.
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NVDAvaluationdata centersAI investment
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Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: medium
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.2T |
| Close on 10/16/2026 | 214.14 |
| Change that session | -1.42% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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