NVIDIA shares trade at $229.92, up 23.57% year to date, and the average analyst target of $328.72 implies about 43% upside. Second-quarter fiscal 2027 revenue reached $96.22 billion, up 105.8% year over year, with Data Center sales at $89.02 billion. The author argues that reaching $350 would require a multiple of about 22x fiscal 2028 earnings, versus roughly 15x today, supported by a 60.4% operating margin and expected EPS growth of nearly 69%. Key drivers include the Vera Rubin ramp and top hyperscaler capex rising from nearly $800 billion in 2026 to $1.3 trillion in 2027. Risks include higher memory costs that could pull fourth-quarter gross margin to 71% to 72%, and guidance that assumes no China data center compute revenue.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related tickers and likely impact
NVDA
▲ Likely positiveNvidia
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Information Technology |
| Industry | Semiconductors |
| Market cap | $5.5T |
| Close on 10/12/2026 | 226.32 |
| Change that session | -1.29% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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