Nvidia Stock Outlook: Can It Reach $300?
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 24 2026
0mins
Should l Buy NVDA?
Source: Fool
- Stock Performance Decline: Despite Nvidia (NVDA) experiencing a nearly 1,200% increase over the past three years, its stock is down 7% year-to-date as of early 2026, indicating market concerns about the sustainability of client spending, which could impact future growth potential.
- Future Growth Expectations: CEO Jensen Huang anticipates that revenue from the Blackwell and Rubin chips will reach $1 trillion by 2027, significantly exceeding analysts' predictions of $965 billion in total data center revenue, highlighting strong market demand.
- New Product Launch: Nvidia's upcoming Vera Rubin architecture is set to enhance its competitiveness in the AI sector, while the acquisition of Groq will integrate language processing unit chips into its full-stack servers, boosting inferencing capabilities and driving future technological advancements.
- Price Target Analysis: Although the current stock price is $175.64, approximately 17% below last October's all-time high of $207, maintaining a 25% compound annual growth rate over the next four years could see the stock rise 74% to $300 by 2030, indicating strong investment potential.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
Current: 175.750
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Capital Expenditure Trends: By 2026, the big four hyperscalers are expected to spend $650 billion, excluding expenditures from China and other major AI players, highlighting the increasing reliance on Nvidia's products in the market.
- Industry Growth Rate: Nvidia projects a 48% compound annual growth rate (CAGR) for the industry, and if this rate continues through 2030, the company's revenue could reach $1.53 trillion, significantly surpassing the $216 billion generated in the past 12 months, showcasing its potential market leadership.
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- Capital Expenditure Trends: By 2026, the big four hyperscalers are expected to spend $650 billion, excluding expenditures from China and other major AI players, highlighting the increasing reliance on Nvidia's products in the market.
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- Long-Term Performance: Over the past decade, this ETF has generated a total return of 274%, translating to an annualized gain of 14%, demonstrating strong performance in volatile markets and attracting investors optimistic about the American economy.
- Tech Sector Dominance: The information technology sector accounts for 32.4% of the ETF's portfolio, with Nvidia, Apple, and Microsoft making up 19% combined, reflecting investor confidence in the future of artificial intelligence and its significance in the market.
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- Sales Performance Surge: In Q4 of fiscal 2026, Nvidia reported sales of $68.1 billion, a 73% year-over-year increase, with the data center segment contributing $62.3 billion, up 75%, highlighting the company's dominant position in the high-demand GPU market.
- New Product Launches: Nvidia unveiled NemoClaw, designed to provide AI agents for OpenClaw, enhancing its competitiveness in the smart assistant space, while also introducing the Groq 3 Language Processing Unit, further expanding its product line and strengthening its market position.
- Future Outlook: Nvidia's revenue reached $215.9 billion in the past 12 months and is projected to approach $500 billion in the next two years; with the rollout of inference accelerators, Nvidia is poised for even higher revenue growth, solidifying its leadership in AI infrastructure.
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- Strong Q4 Performance: In the fourth quarter of fiscal 2026, Nvidia reported sales of $68.1 billion, a 73% year-over-year increase, with the data center segment contributing $62.3 billion, up 75%, demonstrating the company's dominance in the high-demand GPU market.
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- Market Cyclicality: As an industrial commodity, copper's price is significantly influenced by supply and demand dynamics and economic activity, with the ETF's volatility reflecting its cyclical characteristics, necessitating a clear understanding from investors.
- Diversified Portfolio: While the Copper Miners ETF offers diversified exposure to the copper market, it also includes companies that produce other commodities, particularly precious metals, which can further exacerbate the overall risk of the ETF due to their own price volatility.
- Cautious Investment Advice: Before considering an investment in the Copper Miners ETF, investors should assess their investment goals and risk tolerance to avoid the pitfalls of chasing short-term gains, which could lead to buying high and selling low, resulting in poor investment outcomes.
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- Broadcom Growth Potential: Broadcom anticipates that its custom AI chips will generate over $100 billion in annual sales by 2027, a significant increase from the $8.4 billion reported in the latest quarter, which is expected to drive its stock price significantly higher later this year.
- Nvidia's Market Position: Despite Nvidia's stock trading at a forward P/E of just 20.2 times, the demand for AI computing chips far exceeds its production capacity, and the introduction of new architectures will further solidify its market leadership, presenting an excellent buying opportunity.
- Microsoft's Investment Opportunity: With its P/E ratio nearing a decade low, Microsoft stands out as a leading AI facilitator, making this rare buying opportunity particularly significant in the current market environment, likely attracting more investor interest.
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