By Vandita Jadeja
Publication Date: 2026-04-08 12:32:00
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Nvidia (NVDA) posted Q4 FY2026 revenue of $68.13B, up 73.2% year-over-year with non-GAAP EPS of $1.62 beating estimates by 6.58%, while Data Center revenue surged 75% to $62.31B and Data Center Networking exploded 263% to $10.98B.
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Meta committed to millions of Blackwell and Rubin GPUs, OpenAI is building more than 10 gigawatts of Nvidia systems, and CEO Jensen Huang stated the company sees at least $1 trillion in orders for Blackwell and Vera Rubin through 2027.
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Nvidia’s pullback of 26% from its 52-week high masks accelerating fundamentals, with the bull case anchored on Blackwell architecture ramp, agentic AI demand, and full-stack platform stickiness that raises customer switching costs despite geopolitical headwinds and concentration risk from hyperscalers representing 50% of Data Center revenue.
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NVIDIA (NASDAQ:NVDA) shares have pulled back from their 52-week high while the underlying business accelerates. Here is where our model lands.
|
Metric |
Value |
|---|---|
|
Current Price |
$176.28 |
|
24/7 Wall St. Price Target |
$237.71 |
|
Upside Potential |
34.85% |
|
Recommendation |
BUY |
|
Confidence Level |
90% |
Our price target for NVIDIA is $237.71, implying 34.85% upside from $176.28. The model carries 90% confidence, supported by relentless earnings beats, structural AI infrastructure demand, and meaningful valuation compression from highs.
