Vandita Jadeja
5 min read
Quick Read
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NVDA trades at just 15x fiscal 2028 earnings while 58 of 59 analysts rate it a buy, with an average price target of $328.
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Vera Rubin generates $40B revenue per gigawatt versus $25B for Blackwell, as hyperscaler capex is set to hit $1.3T by 2027.
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Reaching $400 requires a 69% gain, which looks modest compared to NVDA’s 171% return in 2024, though a $5.7T market cap makes repeating that history considerably harder.
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Chief executive Jensen Huang summed up the business in four words on the latest earnings call: “Now, compute is revenue.” NVIDIA (NASDAQ:NVDA) started out selling graphics cards to gamers. Today it sells whole AI factories: the Vera CPU, the Rubin GPU, NVLink and Spectrum-X networking.
Investors have been well paid along the way. Shares are up 26.86% year-to-date, 1,043.02% over five years and 13,955.94% over ten years, and the stock just reached a record high. Vera Rubin is now shipping, so here’s what NVIDIA would need to do to hit $400 per share in 2027.
Wall Street Already Sees Nearly 39% Upside
The average analyst price target is $327.70. That’s 38.8% above today’s $236.05. Analysts are nearly unanimous: 10 rate the stock a strong buy, 48 a buy and only 1 a sell. For fiscal 2028, which ends in January 2028, the Street expects revenue of $682.7 billion, up 66%. EPS is forecast at $15.6826, up 69%.
Those estimates keep moving higher. Ninety days ago, the fiscal 2028 EPS estimate stood at $12.6737. Over the past 30 days, analysts made 42 upward revisions and zero down ones.
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NVIDIA has also exceeded EPS expectations in each of the past 15 quarters, most recently posting $2.22 against a $2.09 estimate. With a run like that, actual results could come in above today’s forecasts.
Here’s What It Takes for NVIDIA to Reach $400
