Nvidia Stock Poised for New All-Time High
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 hour ago
0mins
Should l Buy NVDA?
Source: Fool
- Strong Market Demand: The big four AI hyperscalers—Meta, Microsoft, Amazon, and Alphabet—are projected to spend around $650 billion on data center construction and chip costs by 2027, indicating robust demand for Nvidia's products, although investors remain cautious about ROI.
- Sales Forecast Upgrade: Nvidia announced that lifetime sales of its Blackwell and Rubin graphics processing units are expected to reach $1 trillion, a significant increase from last year's $500 billion forecast, reflecting ongoing strong demand for its offerings.
- Rising Data Center Expenditure: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by 2030, suggesting that AI-related spending will continue to drive Nvidia's business growth, potentially leading to a substantial increase in its stock price over the coming years.
- Catalyst Factors: If major AI hyperscalers continue to ramp up spending in 2027, it will signal to investors that Nvidia still has growth potential, serving as a crucial catalyst for driving the stock price higher.
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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: 175.200
Low
200.00
Averages
264.97
High
352.00
Current: 175.200
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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.
Nvidia Projects Over $1 Trillion in Chip Sales by 2027
- Strong Sales Outlook: CEO Jensen Huang expects Nvidia to achieve at least $1 trillion in sales from Blackwell and Vera Rubin chips by 2027, indicating the company's ongoing growth potential in the AI sector.
- Massive Order Backlog: Huang noted that Nvidia had a backlog of $500 billion in orders for 2026, with an additional $500 billion projected for 2027, providing robust support for future revenue.
- Significant Revenue Growth: Nvidia generated $215.9 billion in revenue for the fiscal year 2026, reflecting a 65% year-over-year increase, demonstrating strong demand in the AI market and ample room for future growth.
- Reasonable Valuation: Despite its large market cap, Nvidia's forward P/E ratio stands at 21 times, which is an increase from last April's lows, suggesting that Nvidia's stock remains attractive amid ongoing earnings growth.
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Nvidia Projects $1 Trillion in Chip Sales
- Sales Forecast Surge: Nvidia anticipates lifetime sales of its Blackwell and Rubin graphics processing units to reach $1 trillion, doubling last year's estimate of $500 billion, indicating robust demand that could drive stock price increases.
- Data Center Spending Growth: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by the end of 2030, and with ongoing AI spending trends, this forecast may not be far-fetched, presenting significant market opportunities for Nvidia.
- AI Spending Trends: Despite investor skepticism regarding the ROI of AI spending, major tech companies like Meta, Microsoft, Amazon, and Alphabet are expected to spend around $650 billion this year on data center construction and chip costs, positioning Nvidia as a primary beneficiary.
- Market Rebound Expectations: Analysts believe Nvidia's stock is poised to hit new highs in the coming years, especially if major AI hyperscalers continue to ramp up spending in 2027, signaling to investors that Nvidia's growth potential remains strong.
See More
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- Oil Price Fluctuations: Following the US's 15-point peace proposal, WTI crude oil prices tumbled over 2%, reflecting market concerns about the Middle East situation, which could lead to further disruptions in global supply chains.
- Mortgage Applications Decline: US MBA mortgage applications fell by 10.5% in the week ending March 20, with the purchase mortgage sub-index down 5.4% and refinancing down 14.6%, indicating the suppressive effect of high interest rates on the housing market.
- International Market Rally: Overseas stock markets closed higher, with the Euro Stoxx 50 up 1.22%, China's Shanghai Composite up 1.30%, and Japan's Nikkei 225 up 2.87%, reflecting global market optimism regarding the US economic outlook.
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- Profitability Enhancement: By establishing regional fulfillment centers, Amazon has optimized its cost structure, which is expected to sustain profitability growth in the future, further solidifying its market leadership.
- Cloud Service Growth: Amazon Web Services (AWS) reported an annual revenue run rate of $142 billion in the latest earnings report, with non-AI cloud services also growing rapidly, indicating strong market demand and business diversification.
- Valuation Appeal: Amazon's stock currently trades at 27 times forward earnings estimates, down from over 40 times a year ago, and combined with its long history of earnings growth, this suggests significant investment potential.
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Nvidia Stock Poised for New All-Time High
- Strong Market Demand: The big four AI hyperscalers—Meta, Microsoft, Amazon, and Alphabet—are projected to spend around $650 billion on data center construction and chip costs by 2027, indicating robust demand for Nvidia's products, although investors remain cautious about ROI.
- Sales Forecast Upgrade: Nvidia announced that lifetime sales of its Blackwell and Rubin graphics processing units are expected to reach $1 trillion, a significant increase from last year's $500 billion forecast, reflecting ongoing strong demand for its offerings.
- Rising Data Center Expenditure: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by 2030, suggesting that AI-related spending will continue to drive Nvidia's business growth, potentially leading to a substantial increase in its stock price over the coming years.
- Catalyst Factors: If major AI hyperscalers continue to ramp up spending in 2027, it will signal to investors that Nvidia still has growth potential, serving as a crucial catalyst for driving the stock price higher.
See More
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- Volume Spike: The trading volume reached 47.2 million shares, approximately 31% above the three-month average of 36 million shares, reflecting strong investor interest in AMD's future prospects, particularly amid sustained demand for AI products.
- Positive Market Reaction: With expectations of rising CPU prices, investors are optimistic about AMD's AI accelerators and new partnerships, which could drive stronger earnings guidance in the upcoming reports.
- Investor Focus: Investors will closely monitor whether AMD can achieve margin expansion through higher pricing and sustained AI demand, and whether it can provide stronger guidance in future earnings, further solidifying its market position.
See More
Nvidia Projects Over $1 Trillion in Chip Sales by 2027
- Strong Sales Outlook: CEO Jensen Huang expects Nvidia to achieve at least $1 trillion in sales from Blackwell and Vera Rubin chips by 2027, indicating the company's ongoing growth potential in the AI sector.
- Massive Order Backlog: Huang noted that Nvidia had a backlog of $500 billion in orders for 2026, with an additional $500 billion projected for 2027, providing robust support for future revenue.
- Significant Revenue Growth: Nvidia generated $215.9 billion in revenue for the fiscal year 2026, reflecting a 65% year-over-year increase, demonstrating strong demand in the AI market and ample room for future growth.
- Reasonable Valuation: Despite its large market cap, Nvidia's forward P/E ratio stands at 21 times, which is an increase from last April's lows, suggesting that Nvidia's stock remains attractive amid ongoing earnings growth.
See More
Nvidia Projects $1 Trillion in Chip Sales
- Sales Forecast Surge: Nvidia anticipates lifetime sales of its Blackwell and Rubin graphics processing units to reach $1 trillion, doubling last year's estimate of $500 billion, indicating robust demand that could drive stock price increases.
- Data Center Spending Growth: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by the end of 2030, and with ongoing AI spending trends, this forecast may not be far-fetched, presenting significant market opportunities for Nvidia.
- AI Spending Trends: Despite investor skepticism regarding the ROI of AI spending, major tech companies like Meta, Microsoft, Amazon, and Alphabet are expected to spend around $650 billion this year on data center construction and chip costs, positioning Nvidia as a primary beneficiary.
- Market Rebound Expectations: Analysts believe Nvidia's stock is poised to hit new highs in the coming years, especially if major AI hyperscalers continue to ramp up spending in 2027, signaling to investors that Nvidia's growth potential remains strong.
See More
US Stocks Rise as Oil Prices Retreat Amid Peace Proposal to Iran
- Market Recovery: The S&P 500 Index rose by 0.54%, the Dow Jones Industrial Average increased by 0.66%, and the Nasdaq 100 Index climbed by 0.67%, indicating a positive market response to the US peace proposal with Iran, although future uncertainties remain.
- Oil Price Fluctuations: Following the US's 15-point peace proposal, WTI crude oil prices tumbled over 2%, reflecting market concerns about the Middle East situation, which could lead to further disruptions in global supply chains.
- Mortgage Applications Decline: US MBA mortgage applications fell by 10.5% in the week ending March 20, with the purchase mortgage sub-index down 5.4% and refinancing down 14.6%, indicating the suppressive effect of high interest rates on the housing market.
- International Market Rally: Overseas stock markets closed higher, with the Euro Stoxx 50 up 1.22%, China's Shanghai Composite up 1.30%, and Japan's Nikkei 225 up 2.87%, reflecting global market optimism regarding the US economic outlook.
See More
Warren Buffett's Amazon Stock Looks Cheap
- Market Position: As the world's largest e-commerce and cloud services provider, Amazon continues to attract customers even during economic downturns, thanks to its low-price strategy and Prime membership service, ensuring a stable revenue stream.
- Profitability Enhancement: By establishing regional fulfillment centers, Amazon has optimized its cost structure, which is expected to sustain profitability growth in the future, further solidifying its market leadership.
- Cloud Service Growth: Amazon Web Services (AWS) reported an annual revenue run rate of $142 billion in the latest earnings report, with non-AI cloud services also growing rapidly, indicating strong market demand and business diversification.
- Valuation Appeal: Amazon's stock currently trades at 27 times forward earnings estimates, down from over 40 times a year ago, and combined with its long history of earnings growth, this suggests significant investment potential.
See More
Nvidia Stock Poised for New All-Time High
- Strong Market Demand: The big four AI hyperscalers—Meta, Microsoft, Amazon, and Alphabet—are projected to spend around $650 billion on data center construction and chip costs by 2027, indicating robust demand for Nvidia's products, although investors remain cautious about ROI.
- Sales Forecast Upgrade: Nvidia announced that lifetime sales of its Blackwell and Rubin graphics processing units are expected to reach $1 trillion, a significant increase from last year's $500 billion forecast, reflecting ongoing strong demand for its offerings.
- Rising Data Center Expenditure: Global data center capital expenditures are projected to rise to $3 trillion to $4 trillion annually by 2030, suggesting that AI-related spending will continue to drive Nvidia's business growth, potentially leading to a substantial increase in its stock price over the coming years.
- Catalyst Factors: If major AI hyperscalers continue to ramp up spending in 2027, it will signal to investors that Nvidia still has growth potential, serving as a crucial catalyst for driving the stock price higher.
See More
AMD Shares Rise 7.26% Driven by AI Demand and Price Hikes
- Stock Price Surge: AMD shares rose 7.26% to close at $220.27, primarily driven by planned CPU price hikes and robust AI infrastructure demand, indicating enhanced pricing power in core markets.
- Volume Spike: The trading volume reached 47.2 million shares, approximately 31% above the three-month average of 36 million shares, reflecting strong investor interest in AMD's future prospects, particularly amid sustained demand for AI products.
- Positive Market Reaction: With expectations of rising CPU prices, investors are optimistic about AMD's AI accelerators and new partnerships, which could drive stronger earnings guidance in the upcoming reports.
- Investor Focus: Investors will closely monitor whether AMD can achieve margin expansion through higher pricing and sustained AI demand, and whether it can provide stronger guidance in future earnings, further solidifying its market position.
See More
