NVIDIA Watch posted an update
Nvidia shares could sit near $400 by the end of 2027, if the newest bull case adds up: 26 times forecast fiscal 2028 earnings per share of about $15.57, on a stock at 23 times forward earnings.
Why it mattersThe load-bearing assumptions are the fun part. Jensen Huang says Vera Rubin generates $40bn of revenue per gigawatt, against Blackwell's $25bn, with top-five hyperscaler capex projected at $1.3tn in 2027. Analysts agree: 57 buys, one sell, target $328.66. The column, by 24/7 Wall St. on Yahoo Finance, owns the risks: memory costs squeezing margins from 75% towards the low seventies, China data-centre revenue assumed at zero, supply tight into fiscal 2028. The Motley Fool made a near-identical $390 call a day earlier, first-to-$10tn flourish included. If that $1.3tn capex line wobbles, does the $400 call collapse or just get delayed?
Discuss: If that $1.3tn capex line wobbles, does the $400 call collapse or just get delayed?
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