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Wall Street and Our Model Finally Agree

Wall Street and Our Model Finally Agree

Quick Read

  • NVDA targets $310 over 12 months, implying 40% upside from $228, with both our model and Wall Street consensus aligned on a BUY.

  • AMD trades at a trailing P/E of 211 versus NVDA’s 28, while Broadcom’s AI semiconductor revenue surged 221% to $16.7 billion last quarter.

  • Jensen Huang projects 70% FY2028 revenue growth as hyperscaler capex tracks toward $800 billion in 2026 and $1.3 trillion in 2027.

  • Just released. Our analysts combed the entire stock market and named the ten best stocks to buy right now, and NVIDIA didn’t make the cut. Enter your email to see the names that beat NVDA. The report is free. Enter your email and see if any of your stocks made the cut.

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