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Nvidia analyst calls for potential 140% upside to $500 per share
The view is tied to Nvidia’s AI data center momentum, with Data Center revenue up 92% year over year to $75 billion in fiscal Q1 2027, according to the article.
Nvidia’s stock could still have substantial upside, with a bullish Wall Street analyst projecting the shares could reach $500, implying roughly 140% potential gains from current levels, according to a Yahoo Finance write-up. The article contrasts Nvidia’s slower year-to-date stock performance with the AI and memory stock rallies that have grabbed more attention this year.
While Nvidia is up 11% year-to-date, the article argues the pace of the underlying business is not slowing, pointing to demand for its AI platforms and the role of high bandwidth memory suppliers. It notes that Nvidia’s Hopper and Blackwell AI GPUs require large amounts of high bandwidth memory, sourced from SK Hynix and Micron.
The piece attributes much of the growth narrative to Nvidia’s data center acceleration. In the first quarter of fiscal 2027, Nvidia Data Center revenue rose 92% year over year to $75 billion, driven by strong Blackwell demand as customers deployed hundreds of thousands of GPUs, described as the company’s fastest product rollout.
The article also cites broader quarterly strength, saying Nvidia’s total revenue increased 85% year over year to $82 billion, and that adjusted gross margin reached 75%. It adds that the next-generation Rubin platform is expected to deliver up to 35 times more inference throughput than Blackwell, which would require more advanced memory systems, reinforcing the demand outlook for the memory supply chain.