Hot tech stock NVIDIA (NASDAQ:NVDA) has delivered one of the most extraordinary runs in semiconductor history. With the stock at $174.40 and AI infrastructure spending accelerating, our model points to meaningful upside through 2027.
The 24/7 Wall St. price target for NVIDIA heading into 2027 is $207.45, implying roughly 18.95% upside from current levels. Our recommendation is buy, with a 90% confidence level.
|
Metric |
Value |
|---|---|
|
Current Price |
$174.40 |
|
24/7 Wall St. Price Target |
$207.45 |
|
Upside Potential |
18.95% |
|
Recommendation |
BUY |
|
Confidence Level |
90% |
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Nvidia (NVDA) posted Q4 revenue of $68.13B (up 73% year-over-year) with data center revenue at $62.31B (up 75%) and data center networking surging 263% to $10.98B, driven by accelerating NVLink adoption across major cloud providers and partnerships with Meta, Anthropic, OpenAI, and CoreWeave.
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Vera Rubin chip technology promises up to a 10x reduction in inference token cost versus Blackwell, positioning Nvidia to sustain hyperscaler capital expenditure through 2028 as AI infrastructure spending accelerates.
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Despite a 60.95% gain over the past year, NVIDIA shares are down 6.48% year-to-date and trade 26% below their 52-week high of $212.17. The stock fell 1.57% over the past month before recovering 5.59% in a single session on March 31.
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The most recent quarterly results cut against the near-term drift. In the fourth quarter, NVIDIA posted $68.13 billion in revenue, up 73.21% year-over-year, with EPS of $1.62 against a consensus estimate of $1.52, a 6.58% beat. Data center revenue reached $62.31 billion, up 75% year-over-year, while Data center networking surged 263% to $10.98 billion. Full fiscal year revenue came in at $215.94 billion, up 65.47%.
The bull case centers on the Blackwell and Vera Rubin platform cycles. Jensen Huang has described Vera Rubin as delivering up to a 10x reduction in inference token cost versus Blackwell, a generational leap that could sustain hyperscaler capital expenditure well into 2028.
Partnerships with Meta, Anthropic, OpenAI (10 gigawatts), and CoreWeave (5 gigawatts by 2030) provide multi-year revenue visibility. Networking is an underappreciated driver: Data center networking revenue surged 263% year-over-year to $10.98 billion in Q4, and NVLink adoption is accelerating across every major cloud provider.
