Vandita Jadeja
Wed, May 27, 2026 astatine 7:29 AM CDT 4 min read
Quick Read
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Nvidia (NVDA) reported gross of $81.6B, up 85% year-over-year, with information halfway gross of $75.2B and networking gross tripling to $14.8B, yet shares commercialized astatine $215.33 with guardant P/E of 27x, the cheapest valuation comparative to maturation successful years.
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Reaching Nvidia’s $300 terms people requires 39.3% upside and a guardant P/E of 38x, achievable if Blackwell 300 ramps successfully, Q2 gross exceeds the $91B guidance, and rate-hike anxiousness dissipates, though a hyperscaler capex intermission connected $119B successful proviso commitments poses the superior risk.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) conscionable reported 1 of the astir singular quarters successful firm history. Revenue of $81.6 billion, up 85.23% twelvemonth implicit year. Data Center gross of $75.2 billion, with networking unsocial tripling to $14.8 billion. Yet shares commercialized astatine $215.33, up conscionable 15.46% twelvemonth to date. Can Nvidia deed $300 per share, and what has to happen?
Why Nvidia Shares Are Stuck Despite a Monster Quarter
Shares are down 4.43% implicit the past week adjacent aft the blowout report, though up 6.34% implicit the past month.
Investors wrestle with 3 pressures: rate-hike anxiousness pressuring maturation multiples, the information that nary H20 compute gross from China is successful the outlook, and $119 cardinal successful supply-related commitments creating execution hazard if hyperscaler capex blinks.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks. Get them present FREE.
With a beta of 2.244, this banal moves hard successful some directions. Right present it sits betwixt bulls celebrating 210.63% nett income maturation and bears disquieted astir aggregate compression.
Wall Street Sees 37% Upside. Our Model Says 22%
The Street is large here. 10 beardown buys, 48 buys, conscionable 2 holds and 1 sell, with a statement people of $295.34. Our exemplary lands connected a basal lawsuit of $262.43 with 21.87% upside, an optimistic lawsuit of $305.09, and a carnivore lawsuit of $219.58, each carrying a 90% assurance rating. The statement is person to right.
With 95% of analysts bullish and net maturation contributing meaningfully, the Street leans into the obvious: this is the lone institution that monetizes AI capex straight astatine each layer.
The Path to $300 Per Share
Reaching $300 from today's terms of $215.33 requires a summation of 39.3%. With guardant EPS of $8, a terms of $300 implies a guardant P/E of 38x. Our basal lawsuit of $262.43 already implies 37x means the bold people requires lone 0.6x of further aggregate expansion, good wrong scope if FY27 EPS surprises to the upside.

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