Nvidia Price Prediction: After Record Earnings, Here Is How High The Stock Will Rally

NVIDIA shares rose after a quarter with major revenue and earnings beats. Revenue reached $81.615 billion, up 85.23% year over year, and non-GAAP EPS was $1.87 versus $1.7738 expected. Data Center revenue totaled $75.246 billion, up 92% year over year, while networking grew 199%. Management guided Q2 revenue to $91 billion. The company approved an $80 billion buyback and increased the dividend to $0.25 per share. Gross margin was reported at 75% and free cash flow reached $48.554 billion in one quarter. Partnerships and product ramps were cited as drivers of multi-year demand, with a bull scenario targeting $315.78 within twelve months.

"NVIDIA closed at $223.47 on May 20, up 10.6% over the past month and 19.83% year to date. The stock sits roughly 16% below its 52-week high of $236.54 and well off the $129.13 low. The Q1 FY27 report on May 20, 2026 was the catalyst. Revenue hit $81.615 billion, up 85.23% year over year and beating estimates by 3.16%. Non-GAAP EPS of $1.87 topped the $1.7738 consensus."

"Data Center revenue reached $75.246 billion (+92% YoY), networking exploded 199%, and management guided Q2 to $91 billion. The board also approved a new $80 billion buyback and raised the dividend to $0.25 per share. The case for continued upside is tied to product ramp and demand signals, including Blackwell 300 ramping and the Vera Rubin platform being unveiled."

"Bulls see this as the early innings of what Jensen Huang calls "the largest infrastructure expansion in human history." Blackwell 300 is ramping, the Vera Rubin platform was unveiled, and partnerships with OpenAI (10GW), Anthropic (1GW), Meta, and Google Cloud lock in multi-year demand. Networking grew 199%, gross margin sits at 75%, and free cash flow hit $48.554 billion in a single quarter."

"Our bull case scenario sees NVDA reaching $315.78 over twelve months, a 41.31% return. With 48 Buy and 10 Strong Buy ratings against just 2 Holds and 1 Sell, Wall Street agrees. Analysts updated their price target following the strong results. Benchmark analyst Cody Acree raised the firm's price target on Nvidia to $335 from $250 and keeps a Buy rating on the shares."

Read at 24/7 Wall St.