Quick Read

• NVDA’s 59 bullish analysts project a $329 consensus target, while 5 straight earnings beats and rising FY2028 estimates support a more aggressive $350 call.

• Jensen Huang’s Vera Rubin ramp targets revenue per gigawatt rising from $25B to $40B as hyperscalers push cumulative capex toward $1.3T by 2027.

• Reaching $350 requires just a 22x multiple on FY2028 earnings, which is near the market average for a company guiding to roughly 71% EPS growth.

• Read More: Learn 7 ways to generate income with a $1,000,000+ portfolio (sponsor)

Jensen Huang put it simply in August: “AI has reached its inflection point. It’s doing useful work. Its tokens are productive and profitable. Now,…