NVDA targets $300 and TSM targets $600, both backed by triple-digit revenue growth and management demand visibility stretching from 2028 to 2030. Broadcom's AI semiconductor revenue surged 143% YoY to $11 billion, with fiscal 2027 AI guidance above $100 billion and zero analyst sell ratings. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.
See the full list FREE now. The AI infrastructure trade keeps accelerating, and three names are flashing the same signal: accelerating orders, expanding margins, and forward visibility that now stretches into 2028. NVIDIA (NASDAQ: NVDA), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Broadcom (NASDAQ: AVGO) are all up sharply over the past year, with Taiwan Semi leading at 78.82% and Broadcom up 27.2%.
Here is what it would take for each to reach a stretch price in 2027. NVIDIA shares sit at $225.16, up 20.87% year to date. Q1 FY27 revenue hit $82 billion, up 85% YoY, with Data Center at $75 billion.
Q2 guidance calls for $91 billion in revenue. CEO Jensen Huang told investors, "Demand has gone parabolic. Agentic AI has arrived." On forward EPS of $8.26, $300 implies roughly 36x forward earnings, rich but reasonable given 214.5% YoY earnings growth.
The catalysts: the Vera Rubin ramp starting second half 2026 with up to 35x higher inference throughput, an $80 billion buyback authorization, and Blackwell plus Rubin backlog of $1 trillion through calendar 2027. Analysts already carry a $302.83 target with 48 buy ratings. TSM trades at $426.35 after a 41% YTD run.
Q2 revenue reached $40.2 billion, up 36% YoY, with gross margin at 67.7%. Full-year 2026 revenue growth is guided "slightly above 40% year-over-year in U.S. dollar terms." At $17.32 forward EPS, $600 implies about 35x forward, in line with a foundry monopoly ramping 2nm production. Wei said, "I believe from this day on all the way to probably 2029, 2030, the demand is very strong." CapEx was raised to $60-64 billion, and Arizona investment expanded to $265 billion.
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