Prediction: Nvidia Stock Will Hit a New High by 2027. Here’s The Target

NVIDIA (NASDAQ:NVDA | NVDA Price Prediction | NVDA Price Prediction) is the operating system of the AI buildout. On the Q1 FY27 call, Jensen Huang described “the buildout of AI factories, the largest infrastructure expansion in human history” as accelerating.

Data Center revenue hit $75.246 billion, up 92% year over year, and networking alone grew 199%. Yet shares are only up 9.58% year to date. Can NVIDIA hit $300 by 2027?

What’s Holding NVIDIA Back Right Now

The stock closed at $204.12 on July 8, sitting 28% below the 52-week high of $236.26. Over the last month, shares are down 2.17%, even after a 3.31% bounce in the past week.

The headwinds are the China overhang and competitive noise. Q2 FY27 guidance explicitly excludes Data Center compute revenue from China, and there were zero H20 shipments in the quarter. Add headlines around DeepSeek developing its own AI chip and server delay reports, and sellers use every excuse. With a beta of 2.21, this stock swings hard both ways.

Wall Street Sees 48% Upside. Our Model Says 23%

The Street is bullish. 48 Buy ratings, 10 Strong Buy, 2 Hold, 1 Sell, with an average target of $301.62. That is 95% bullish sentiment. Our base case is 23% at $251.05, or 22.99% upside, with a 90% confidence score.

The bull case runs to $261.26 and the bear case to $219.31 over the next year. The Street is closer to right on direction, closer to wrong on timing. Earnings growth of 214.5% year over year does not typically get rewarded with a 23% stock move.

The Path to $300 Per Share

Reaching $300 from $204.12 requires a 47% gain, above our optimistic case and just below the Street’s consensus target.

With forward EPS of $8, a price of $300 implies a forward P/E of 38x. Our base case of $251.05 already implies 35x means the bold target requires only 3x additional multiple expansion. That is not aggressive for a company compounding earnings at triple digits.

Catalysts are already contracted. Huang told investors “Agentic AI has arrived, doing productive work, generating real value and scaling rapidly”, backed by $119 billion in total supply commitments and OpenAI, Anthropic, and Meta all named as multi-gigawatt customers.

Q2 FY27 guidance points to $91 billion in revenue. If FY27 EPS trends higher from here, the forward multiple compresses on its own. The main risk is new China export escalation that spooks the multiple before earnings catch up.

Where NVIDIA Trades Today vs Its Earnings Power

At $204.12 with forward EPS in the high single digits, the stock trades at 26x forward earnings. For a business growing revenue 85.23% year over year at 75.0% non-GAAP gross margins, that is cheap on any historical comparison. The PEG ratio sits at 0.6.

Shares are wedged between the 52-week low of $161.40 and high of $236.26, and the 10-year return is 16,272.69%. Valuation is not what stands between the stock and $300.

$300 Is Possible

$300 requires a 47% gain, which is meaningful but realistic.

Three things need to go right: Blackwell Ultra and Vera Rubin ship on schedule, gross margins hold the 75% line, and one sovereign or hyperscaler deal gets upsized in a headline print. A fresh China escalation would derail it. We’ve outlined the blueprint for how NVIDIA could reach $300 in 2027.

Contact [email protected] for any questions or corrections.