Vandita Jadeja
Tue, May 12, 2026 astatine 8:35 AM CDT 4 min read
Quick Read
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Nvidia (NVDA) reported Q4 FY2026 gross of $68.13B, up 73.2% YoY, with Data Center Networking surging 263% YoY to $10.98B arsenic NVLink cloth for GB200/GB300 ramps, and guided Q1 FY2027 gross to $78B excluding China Data Center compute.
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Nvidia’s AI infrastructure dominance is accelerating aft a choppy archetypal quarter, anchored by deployment partnerships including 10 gigawatts with OpenAI and multi-year Blackwell commitments from Meta, with Vera Rubin promising up to 10x simplification successful inference token outgo versus Blackwell.
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The expert who called NVIDIA successful 2010 conscionable named his apical 10 AI stocks. Get them present FREE.
Our NVIDIA (NASDAQ:NVDA) telephone comes astatine a infinitesimal erstwhile the AI infrastructure commercialized is reaccelerating aft a choppy archetypal quarter. NVDA has rallied 8.44% successful the past week and 18.19% implicit the past month, putting it wrong striking region of its 52-week precocious of $217.80. The 24/7 Wall St. terms people for NVIDIA is $241.91, implying meaningful upside from existent levels.
24/7 Wall St. Price Target Summary
| Current Price | $215.20 |
| 24/7 Wall St. Price Target | $241.91 |
| Upside | 12.41% |
| Recommendation | BUY |
| Confidence Level | 90% |
Confidence present is high. The exemplary leans connected a beardown expert consensus, accelerating earnings, and a Blackwell ramp that continues to people beats.
The Blackwell Quarter That Reset Expectations
NVIDIA is up 83.39% implicit the past twelvemonth and 15.39% year-to-date.
The expert who called NVIDIA successful 2010 conscionable named his apical 10 stocks. Get them present FREE.
Q4 FY2026, reported connected February 25, 2026, delivered gross of $68.13 billion, up 73.2% YoY, with non-GAAP EPS of $1.62 beating the $1.52 consensus. Data Center gross deed $62.31 cardinal (up 75% YoY), and Data Center Networking jumped 263% YoY to $10.98 cardinal arsenic NVLink cloth for GB200/GB300 ramps. Management guided Q1 FY2027 gross to astir $78 billion, and that fig explicitly excludes immoderate China Data Center compute.
Why Bulls See a Breakout Toward $283
The bull lawsuit sends NVDA to $283.87 implicit the adjacent 12 months, a 31.91% return. The setup is unusually concrete. NVIDIA has signed a 10 gigawatt deployment concern with OpenAI, a Meta multiyear woody covering millions of Blackwell and Rubin GPUs, positive CoreWeave's 5 gigawatts of AI factories by 2030.
The Vera Rubin level promises up to 10x simplification successful inference token outgo versus Blackwell. The Street's $269.17 statement target, anchored by 9 Strong Buy and 48 Buy ratings, supports much upside if Q1 FY2027 prints meaningfully supra the $78.0 cardinal guide.
Wells Fargo raised the firm's terms people connected Nvidia to $315 from $265 and keeps an Overweight standing connected the shares up of quarterly results. The steadfast is affirmative connected the Nvidia Q1 set-up and is raising estimates based connected caller GW capacity-driven model.

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