
"NVIDIA is up 83.39% over the past year and 15.39% year-to-date. Q4 FY2026, reported on February 25, 2026, delivered revenue of $68.13 billion, up 73.2% YoY, with non-GAAP EPS of $1.62 beating the $1.52 consensus. Data Center revenue hit $62.31 billion (up 75% YoY), and Data Center Networking jumped 263% YoY to $10.98 billion as NVLink fabric for GB200/GB300 ramps. Management guided Q1 FY2027 revenue to roughly $78 billion, and that figure explicitly excludes any China Data Center compute."
"The bull case sends NVDA to $283.87 over the next 12 months, a 31.91% return. The setup is unusually concrete. NVIDIA has signed a 10 gigawatt deployment partnership with OpenAI, a Meta multiyear deal covering millions of Blackwell and Rubin GPUs, plus CoreWeave's 5 gigawatts of AI factories by 2030. The Vera Rubin platform promises up to 10x reduction in inference token cost versus Blackwell. The Street's $269.17 consensus target, anchored by 9 Strong Buy and 48 Buy ratings, supports more upside if Q1 FY2027 prints meaningfully above the $78.0 billion guide."
"Confidence here is high. The model leans on a strong analyst consensus, accelerating earnings, and a Blackwell ramp that continues to print beats. The 24/7 Wall St. price target for NVIDIA is $241.91, implying meaningful upside from current levels. NVDA has rallied 8.44% in the past week and 18.19% over the past month, putting it within striking distance of its 52-week high of $217.80."
"Wells Fargo raised the firm's price target on Nvidia to $315 from $265 and keeps an Overweight rating on the shares ahead of quarterly results. The firm is positive on the Nvidia Q1 set-up and is raising estimates based on new GW capacity-driven model."
NVIDIA’s stock has rebounded strongly after a choppy period, moving closer to its 52-week high. A $241.91 24/7 Wall St. price target implies upside, supported by strong analyst consensus, accelerating earnings, and continued Blackwell performance. Q4 FY2026 results showed major growth, with revenue of $68.13 billion and non-GAAP EPS of $1.62 beating expectations. Data Center revenue rose to $62.31 billion, while Data Center Networking increased sharply as NVLink fabric ramps for GB200/GB300. Guidance for Q1 FY2027 revenue is about $78 billion, excluding China Data Center compute. Bull projections point toward $283.87 over 12 months, supported by large deployment partnerships and expectations for lower inference token costs from the Vera Rubin platform. Risks are noted but not included in the provided text.
Read at 24/7 Wall St.
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