NVIDIA (NVDA) rates BUY with a $274 price target implying 25% upside, trading at just 26x forward earnings despite 85% revenue growth. AMD (AMD) trades at a trailing P/E of 182 against NVIDIA's 26, while Broadcom (AVGO) guides AI silicon revenue to $16 billion next quarter. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.
See the full list FREE now. NVIDIA has become the load-bearing wall of the AI buildout. With OpenAI's 10GW commitment, Anthropic, Meta, and AWS all queuing for Blackwell and Vera Rubin silicon, the question centers on how much runway remains in the AI cycle.
Our 24/7 Wall St. price target for NVIDIA (NASDAQ:NVDA) is $273.83, implying 24.62% upside from the $219.74 close on August 18, 2026. Our rating is buy, with high confidence at 90%. NVIDIA is compounding at hyperscale rates while trading at a forward multiple below the market's most expensive AI names.
NVIDIA is up 17.96% year to date and 20.89% over the trailing year, currently about 28% below the 52-week high of $236.26. Q1 FY2027 (filed May 20, 2026) topped estimates: non-GAAP EPS of $1.87 beat $1.7738 consensus, and revenue of $81.61 billion, up 85.23% year over year. Data Center revenue reached $75.25 billion, with networking up 199%.
Management guided Q2 to $91 billion and lifted supply commitments to $145 billion. The OpenAI narrative dominates bullish sentiment into the August 26 earnings report. Our bull scenario points to $316.70, a 44.12% return.
The case rests on three pillars. First, Jensen Huang put visibility at $1 trillion in Blackwell and Rubin revenue through calendar 2027, with hyperscale capex tracking above $1 trillion this year. Second, Vera CPU opens a $200 billion TAM market NVIDIA has never addressed, with $20 billion already visible this year.
Extract — continue reading at the source.
