Nvidia’s revenue forecast drew renewed attention after the company reported fiscal-year results on March 31 and issued current-quarter guidance. These developments support analysts’ multiyear growth outlook and a substantial cumulative sales projection for its Blackwell and Rubin chips.

Nvidia reported full-year fiscal 2026 revenue of $215.9 billion, a 65% increase from the prior year, driven by strong demand for AI data-center infrastructure. Revenue in the fourth quarter rose 73% year over year. Management set guidance for the current quarter at $78 billion.

Despite this revenue surge, Nvidia’s year-to-date stock return ranged from about -6.5% to -10.2%, highlighting a disconnect between market valuation and the company’s expanding data-center business.

Analysts project fiscal 2027 revenue at $480 billion, implying 60% to 65% year-over-year growth that would extend Nvidia’s recent acceleration into a multiyear expansion. Forecasts also expect cumulative sales of Blackwell and Rubin GPUs to reach $1 trillion by the end of 2027, underpinning bullish revenue models driving Wall Street’s high expectations.

Here is a number worth sitting with: strip Nvidia and Micron out of Q1 S&P earnings and overall S&P earnings growth drops to roughly 3%.

Lebenthal: NVDA and Micron account for nearly all S&P tech earnings growth

Buy the dip in tech stocks as the Iran war drags on, analyst Peter Oppenheimer said.

Nvidia and Its Big Tech Peers Are on a Bad Run. Goldman Sachs Says It's Time to Buy.

Prediction markets are estimating that Nvidia (NASDAQ: NVDA) stock is likely to trade below $200 by the end of April as the equity continues to face volatility.

Crypto markets predict Nvidia stock price for April 30, 2026

Samsung forecast record quarterly profit as AI chip demand lifted prices. Revenue and profit beat market expectations in preliminary guidance.

Samsung shares rise nearly 5% on record-breaking earnings forecast buoyed by AI chip demand

Amazon has a trifecta of strong businesses that work together to fuel its growth. Investors continue to underestimate this tech titan, which is spending heavily to drive future growth.

1 Brilliant Growth Stock to Buy Before It Joins Nvidia in the $4 Trillion Club

NVDA's stock lags despite strong Blackwell chip demand, while Micron and Applied Materials surge on booming AI infrastructure and bullish growth forecasts.

Forget NVIDIA: 2 AI Stocks Poised to Be Next Big Winners

Nvidia (NVDA) is well positioned to outperform the market, as it exhibits above-average growth in financials.

3 Reasons Growth Investors Will Love Nvidia (NVDA)

Micron and Seagate are riding a data center memory bottleneck that could sustain earnings momentum through 2026, but investors should watch for deceleration signals heading into 2027.

These 4 Stocks Are Quietly Riding NVIDIA's Data Center Boom Higher

Nvidia shares edged lower in early Monday trading as a Wall Street analyst flagged a potential reduction in the chipmaker's production plans for its next-generation artificial intelligence processors. Shares in the Santa Clara-based chipmaker were down 0.15% at $176.58 in early trading, underperforming the wider market as the S&P 500 gained 0.2% and the Dow Jones Industrial Average remained little changed.

Nvidia stock stuck below $180: what's hurting the AI darling?

The bank maintained a Neutral rating and cut its price target, while adopting a sum-of-the-parts valuation and slightly raising its 2026 EPS forecast on stronger CPU demand tied to AI.

AMD Gains Market Share As 'Agentic AI' Fuels Surprise Surge In Chip Demand

Nvidia stock edges lower Monday as analysts say that memory shortage may dent the artificial intelligence company's production of Rubin.

Nvidia Lower As Analysts Mull Over Memory Shortage; Is Nvidia A Buy Now?

NVIDIA (NVDA) stands at a pivotal moment, potentially representing a 'Liberation Day' 2025 valuation on a fundamental basis. NVDA's forward P/E ratio suggests valuation remains compelling compared to historical growth metrics and recent price drawdowns. Key catalysts include advancements in Omniverse robotics training and the expansion of agentic ai workloads.

Is NVIDIA 2026 A Better Value Than 'Liberation Day' 2025?

Nvidia (NVDA) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

NVIDIA Corporation (NVDA) Is a Trending Stock: Facts to Know Before Betting on It

Nvidia stock is waiting for the catalyst of its new Vera Rubin hardware but the chip maker might have scaled back production plans, KeyBanc says.

Nvidia Stock Rises. This Issue Could Hamper Its Next-Generation AI Chips.

Nvidia (NASDAQ:NVDA | NVDA Price Prediction) is sitting at $177.39, down about 5% year to date, and Wedbush's Dan Ives just called it a “table pounder” with 30 to 40% upside from current levels.

Wedbush: Nvidia has 30-40% upside ahead

Nvidia is the fastest grower among the Mag 7, but also the one with the lowest 2027 earnings multiple. Reddit revenue is accelerating even as its stock has been cut in half over the past seven months.

3 Unstoppable Stocks I Bought Last Month

Broadcom and Nvidia will be staples in this industry for years to come. Nebius is still in its early stages and growing at an unbelievable pace.

A Generational Investment Opportunity: 3 AI Stocks I'm Buying Now

The AI infrastructure buildout keeps accelerating.

The 1 Stat That Proves Nvidia Remains a Screaming Buy Below $200

The infrastructure backbone of AI-accelerated data centers was founded on April 5, 1993. The superior compute capabilities of this company's AI hardware, coupled with demand overwhelming supply, have led to exceptional pricing power and a historically high gross margin.

Wall Street's Most Consequential Company -- Whose Shares Have Gained 464,000% Since 1999 -- Turns 33 Today

Intel reported Q4 2025 revenue of $13.7B, beating expectations, yet supply constraints limited full demand capture in the data center segment. Intel Foundry posted a $2.5B operating loss in Q4 2025, while external revenue remained modest at $222M despite growing customer interest. Forward valuation exceeds 100x 2026 earnings, reflecting weak current profitability and reliance on EPS doubling by 2027 to justify multiples.

Intel's Turnaround Gains Momentum

AI hyperscalers are forecast to spend nearly $700 billion on infrastructure this year -- a trend that could rise to multiple trillions over the next decade. Nvidia benefited from AI demand over the last three years thanks to its suite of GPUs, but the company also offers critical software and networking applications for developers.

These 2 Monster Stocks Could Be the Best Investments You Make This Decade

Among Wall Street analysts, Nvidia has a median target price of $265 per share, implying 50% upside from its current share price. Nvidia develops vertically integrated AI infrastructure that brings together chips, networking, and software development tools.

Prediction: This Will Be Nvidia's Stock Price by the End of the Year

Nvidia hopes to do $500 billion in revenue this year -- and then double it. The stock is down 15% from all-time highs.

Were You Wrong to Sell Nvidia? Here's What GTC 2026 Revealed About the Next 2 Years.

AI spending is expected to grow through 2030. Several stocks are nearing recent low valuation marks.

Prediction: These 5 Stocks Will Be the Best Performers of 2026

Nvidia's future continues to look bright as it continues to evolve. TSMC is well-positioned as the main arms dealer in the AI race.

TSMC vs. Nvidia: Which AI Supercycle Growth Stock Is the Better Long-Term Buy?

Nvidia believes there will be massive growth in data center spending through 2030. Nvidia could easily become a far greater company if these projections pan out.

1 Artificial Intelligence (AI) Stock That Could Be Worth a Fortune by 2030

Demand for GPUs and other computing units is insatiable these days. Cloud computing companies are making a ton of money from rising AI demand.

5 Incredible AI Stocks to Buy in April

Over the last three years, demand for Nvidia's GPUs has propelled the company into the mainstream. The AI narrative will feature much more than GPUs over the next five years as more sophisticated applications come online.

Where Will Nvidia Stock Be in 5 Years?

A fresh technical analysis of Nvidia (NASDAQ: NVDA) suggests the stock may be heading toward a significant correction, with projections pointing to a potential drop to $110.

Trading expert sets date when Nvidia stock will crash to $110

Nvidia's already impressive revenue growth rate accelerated in the company's most recent quarter. Alphabet's rapidly expanding cloud computing and advertising businesses provide broad-based growth and consistent free cash flow.

Nvidia and Alphabet Both Have Amazing Potential in an AI Era. But Which Stock Is the Better Buy Right Now?

The market is bearish on Nvidia's outlook, despite all indicators appearing positive. The artificial intelligence (AI) buildout is a multiyear growth trend.

Nvidia Is Down 20% From Its Peak. History Says This Is What Happens Next.

In this video, Motley Fool contributor Jason Hall makes the case for why Oracle (ORCL +0.79%) could outperform Nvidia (NVDA +0.87%) over the next five years, in part because companies like Broadcom (AVGO +0.29%), AMD (AMD +3.36%), and others could start taking up more share of the market for chips to power artificial intelligence.

Why This Stock Could Outperform Nvidia Over the Next 5 Years

Nvidia's (NASDAQ: NVDA) overall downward trajectory in 2026, which saw the blue-chip chipmaker's stock decline 6.07% to $177.39 year-to-date (YTD), has, by press time, done little to dampen Wall Street optimism for the equity.

Analyst updates Nvidia stock price target for the next 12 months

Major tech stocks closed on Friday, as they look close to making bigger moves.

NVDA, TSLA and INTC Forecasts – Tech Stocks Look Ready to Move?

Micron and Taiwan Semiconductor are capitalizing on multi-year growth trends. Nvidia and Broadcom are both seeing huge demand for their cutting-edge chips.

The Top AI Semiconductor Stocks to Buy Right Now

Hot tech stock NVIDIA (NASDAQ:NVDA | NVDA Price Prediction) has delivered one of the most extraordinary runs in semiconductor history.

Price Prediction: Nvidia Stock Will Be Worth This Much In 2027

Based on recent projections from management, Nvidia could maintain its incredible top-line growth. The company is well positioned to continue cashing in on the rapidly growing AI industry.

1 Trillion Reasons to Invest in Nvidia

Nvidia stock climbed in the triple digits in recent years, but it has suffered in recent weeks. Concerns about AI spending and the general economic environment have weighed on investors' minds.

Nvidia Stumbled in the First Quarter: Here are My Top 3 Nvidia Predictions for the Second Quarter

Nvidia expects huge growth over the next few years. The market isn't pricing in any growth after 2026.

Nvidia's Blackwell and Rubin Chips Will Have $1 Trillion in Lifetime Sales. What Does That Mean for Nvidia's Stock?

Nvidia's annual revenue three years ago was less than its quarterly revenue today. The company's dominance in AI is driving its growth.

Jensen Huang Just Said Something Astounding About Nvidia's Revenue Potential

Nvidia is currently trading around $176.75, sitting at 0.7% below its 20‑day SMA, showing that short‑term momentum hasn't fully flipped bullish yet. The distance widens on the intermediate trend: NVDA is 3.7% below its 100‑day SMA, a sign that the stock is still working through overhead supply from the recent correction.

Nvidia Stock Is Climbing Today: What's Going On?

Nvidia is positioned to capture a huge chunk of AI infrastructure spending in the next five years. Digital Realty did $1.2 billion in bookings in 2025 and has a backlog of $1.4 billion.

Prediction: The $700 Billion Artificial Intelligence (AI) Capex Boom Will Create the Best Buying Opportunity of 2026 for These 3 Stocks

Dell rides the AI infrastructure boom with surging orders, record backlog and cheap valuation as revenue and earnings growth outlook rises.

DELL Stock Jumps 17% in a Month: Here Are 3 Reasons Why It Is a Buy

Nvidia and other semiconductor stocks remained under pressure on Thursday, as renewed concerns over the Iran conflict weighed on investor sentiment. Nvidia shares fell 1.9% to $172.41 in early trading.

Nvidia stock remains under pressure but analysts see upside ahead

Don't look now, but Nvidia (NASDAQ:NVDA | NVDA Price Prediction) made yet another remarkable AI investment, with a $2 billion stake in Marvell Technology (NASDAQ:MRVL).

NVIDIA Just Made Another Big Bet—Are You Still Paying Attention?

According to the analysis conducted by China's most recognizable artificial intelligence (AI) platform, DeepSeek, on April 2, Nvidia (NASDAQ: NVDA) stock will be able to overcome the headwinds it has been facing in 2026 and end the year significantly above its press time price of $175.75.

DeepSeek AI predict Nvidia's stock price for end of 2026

Dell's AI server backlog is piling up, yet the stock trades at just 14 times forward earnings estimates. GPU-cloud demand is leading to more valuable contracts for Nebius Group.

Buy These 3 AI Infrastructure Stocks Before the Next Leg Up

NVIDIA Corporation (NVDA) shares rise 68,355% since first institutional outlier signal in 2000.

AI, Institutions Drive NVIDIA Higher

Artificial intelligence is Wall Street's hottest trend since the advent and proliferation of the internet over three decades ago. Nvidia has been the No.

Prediction: Nvidia Will Do the Unthinkable and Hit $100 Before the End of 2026

Nvidia is set to continue to benefit from continued AI infrastructure spending. However, the biggest reason to own the company is its ability to see future trends and evolve.

The Market Is Shaky. Here's Exactly Where I'd Invest $1,000 Today.

Nvidia is an entrenched leader, and Vera Rubin could set an even higher bar when it arrives. Broadcom's AI chip business could multiply as several high-profile chip deals begin to take off.

Nvidia vs. Broadcom: Which AI Supercycle Growth Stock Will Make You Richer?

One of the companies discussed in this article produces a key component that will help the Vera Rubin chips reach their full potential. The other company is a key player in the global semiconductor supply chain that Nvidia relies on to manufacture its chips.

Prediction: Nvidia's Vera Rubin Platform Will Create at Least 2 New Artificial Intelligence (AI) Millionaire-Maker Stocks by the End of 2026

Nvidia's fourth-quarter revenue surged 73% year over year, driven by intense demand for AI data center infrastructure. Management expects the company's top line to hit $78 billion in the current quarter.

Prediction: This Will Be Nvidia's Stock Price in One Year

Nvidia stock soared 500% over the past few years, but recently it's been on the decline. The company is among those that led the S&P 500 higher during the earlier days of the AI boom.

Nvidia Stock Just Did This for the First Time in 13 Years. History Shows What May Happen Next.

Shares of NVIDIA Corporation moved higher on Wednesday, rising as much as 1.67% before paring gains to trade about 0.6% higher. The advance came after the chipmaker closed the first quarter on a stronger note, even as it logged its second consecutive quarterly decline.

Nvidia stock eyes rebound as history signals gains after losing streak

Nvidia Corporation's Blackwell revenue was $184 billion in 2025 when you combine compute and networking, along with the $320 billion expected in 2026, which comes out to the $500 billion quoted at GTC. Today, the consensus is at $480 billion. All else equal, those revisions could potentially represent an NVDA alpha of 63%. NVDA expects Groq to help drive up to a 15X increase in tokens per second, directly translating into higher tokens per megawatt.

Nvidia Stock Prediction: The Path To A $20 Trillion Market Cap Is Strengthening

Nvidia has seen explosive growth over the years. The company has evolved from being just a chip maker into a full data center infrastructure platform.

Is It Too Late to Buy Nvidia Stock?

Nvidia has experienced transformative growth, expanding from chip production to data center platforms. Despite recent declines, shares rose after strong Q1 performance. Increased AI demand boosted Q4 revenue by 73%, with forecasts of $78 billion this quarter. Expected 2026 revenue aligns with prior $500 billion GTC estimates.

Nvidia revenue forecast drew focus after fiscal-2026 results and $78 billion guidance and could shape near-term positioning on AI data-center demand.

Nvidia Revenue Forecast Supports Growth Case

US stocks rally as Dell's stronger-than-expected quarter and a near-final U.S.-Iran memorandum eased energy risk, lowering oil and prompting rebalancing.

US Stocks Rally on Dell Earnings and Iran Deal Hopes

SpaceX IPO valuation under scrutiny after reports trimmed its target while prediction markets still price oversized debut demand, complicating positioning.

SpaceX IPO Valuation Debate Heats Ahead of Nasdaq Debut

Blue Origin explosion during a Cape Canaveral hotfire test coincided with weakness in space stocks and pushed traders to weigh launch reliability.

Blue Origin Explosion Shakes Space Stocks

SentinelOne stock fell after a cautious Q2 revenue guide and about an 8% workforce cut, prompting investor caution despite ARR growth.

SentinelOne Stock Sinks After Tepid Forecast, Layoffs

Asana Q1 results showed a revenue beat and margin gains; the StackAI acquisition boosts AI execution while sub-100% net retention tempers optimism.

Asana Q1 Results Lifted by StackAI Acquisition

MongoDB Q1 FY2027 earnings beat as Atlas drove subscription growth, and the guidance raise boosted revenue visibility and investor focus.

Nvidia Revenue Forecast Supports Growth Case

KEY TAKEAWAYS

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Fiscal 2026 Results

Analyst Outlook and Chip Sales

Related Articles

HIGH POTENTIAL TRADES SENT DIRECTLY TO YOUR INBOX

Read other top news stories