By Keithen Drury, The Motley Fool
Publication Date: 2026-10-01 00:23:00
Nvidia (NASDAQ: NVDA) has had a solid 2026, rising about 21% so far this year. While that’s beating the market, Nvidia investors are used to far greater returns. Fortunately for its shareholders, I think October could be the month that flips it around.
The market still isn’t pricing any of Nvidia’s massive expected growth in 2027 into the shares, but it could start to take that into account as the AI hyperscalers roll out their 2027 guidance for data center capital expenditures. That could confirm everything Nvidia has said about its expectations.
Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that same “Total Conviction” signal is flashing for a company 1/100th the size of Nvidia. Continue »
If this happens, Nvidia stock is primed to soar, as it’s currently priced at a pretty attractive level.
Q3 results could reveal some incredible expectations
Nvidia has gotten a bit ahead of the curve in issuing guidance. During Q2, it revealed an incredible outlook that the market quite frankly shrugged off. The company announced that it expects to deliver 70% revenue growth during fiscal 2028 (which will end in January 2028). Considering Nvidia’s size as a $5 trillion company, that growth rate is simply incredible.
Sales to AI hyperscalers are driving…