The AI infrastructure trade keeps accelerating, and three names are flashing the same signal: accelerating orders, expanding margins, and forward visibility that now stretches into 2028.
NVIDIA (NASDAQ: NVDA | NVDA Price Prediction), Taiwan Semiconductor Manufacturing (NYSE: TSM), and Broadcom (NASDAQ: AVGO) are all up sharply over the past year, with Taiwan Semi leading at 78.82% and Broadcom up 27.2%. Here is what it would take for each to reach a stretch price in 2027.
NVIDIA: The Path to $300
NVIDIA shares sit at $225.16, up 20.87% year to date. Q1 FY27 revenue hit $82 billion, up 85% YoY, with Data Center at $75 billion. Q2 guidance calls for $91 billion in revenue. CEO Jensen Huang told investors, “Demand has gone parabolic. The reason is simple. Agentic AI has arrived.”
On forward EPS of $8.26, $300 implies roughly 36x forward earnings, rich but reasonable given 214.5% YoY earnings growth. The catalysts: the Vera Rubin ramp starting second half 2026 with up to 35x higher inference throughput, an $80 billion buyback authorization, and Blackwell plus Rubin backlog of $1 trillion through calendar 2027. Analysts already carry a $302.83 target with 48 buy ratings.
Taiwan Semiconductor: The Path to $600
TSM trades at $426.35 after a 41% YTD run. Q2 revenue reached $40.2 billion, up 36% YoY, with gross margin at 67.7%. Full-year 2026 revenue growth is guided “slightly above 40% year-over-year in U.S. dollar terms.”
At $17.32 forward EPS, $600 implies about 35x forward, in line with a foundry monopoly ramping 2nm production. CEO C.C. Wei said, “I believe from this day on all the way to probably 2029, 2030, the demand is very strong.” CapEx was raised to $60-64 billion, and Arizona investment expanded to $265 billion. Wall Street sits at $547.09.
Broadcom: The Path to $600
Broadcom at $392.99 is the most controversial of the three, with a beat streak of eight consecutive quarters. AI semiconductor revenue was $10.8 billion, up 143% YoY, and Q3 AI revenue is guided to $16 billion, up over 200%. Fiscal 2027 AI revenue is guided in excess of $100 billion.
On $11.99 forward EPS, $600 implies about 50x forward, aggressive but supported by $30 billion in Q2 bookings and CEO Hock Tan’s assessment that “Demand for XPUs and networking is simply insatiable.” Visibility now extends to 2028. Analysts target $527.88 with 44 buys and zero sells.
The Bottom Line
Reaching $300 on NVIDIA, $600 on Taiwan Semi, and $600 on Broadcom would require gains beyond current Street targets. But with hyperscale capex forecast to top $1 trillion in 2027 and every management team calling demand insatiable, the setup is credible. Returns at these levels shouldn’t be expected every year, but the blueprint for outsized 2027 gains is in place.
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