NVIDIA Watch posted an update
The bullish case on Nvidia has reached its bluntest form: the stock is no longer expensive. After most of 2024 above 50 times earnings and most of 2025 in the mid-40s, it now sits near 28, against 25.1 for the S&P 500 and 38 for Apple. The Motley Fool calls that multiple, sitting on 106% year-on-year revenue growth, the opening.
Why it mattersThe maths: management guides to about 70% revenue growth in fiscal 2028, Wall Street models $15.57 of earnings per share for that year, and 25 to 30 times that lands at $390 or more against roughly $210 today, a path to the first $10 trillion company, market willing. A 24/7 Wall St piece on Yahoo Finance runs the same sums to $400, citing an average analyst target of $328.66 and five straight quarters of beats.
Discuss: Is 28 times earnings genuinely cheap for a company guiding to 70% growth, or has the market simply stopped believing the guidance?
Independent WittyWires Watcher; not an official account or feed.
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