NVIDIA, Amazon and Palantir are posting strong growth despite a volatile October, but the article says each needs specific developments before 2027 for their bold price targets to hold. NVIDIA's fiscal Q2 revenue rose 105.8% to $96.22 billion, and the CFO expects about 70% revenue growth in fiscal 2028, though that forecast assumes no China data center compute revenue. AWS grew 39.3% with a $578 billion backlog, but Amazon's Q3 EPS of $1.89 missed estimates, and its case depends on AWS growth and $220 billion in capex. Palantir's revenue grew 92.8% last quarter, but a $300 share price would imply 127x 2027 EPS estimates, so its case depends on more earnings beats. The article concludes that NVIDIA's valuation math looks the most comfortable of the three.
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Related tickers and likely impact
AMZN
• NeutralAmazon
Relevance: low
| Market | US stocks |
|---|---|
| Sector | Consumer Discretionary |
| Industry | Broadline Retail |
| Market cap | $2.6T |
| Close on 11/04/2026 | 266.14 |
| Change that session | +6.16% |
Impact is scored by AI from the headline and may be wrong. It is not investment advice.
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