🚨 MUST READ: Nvidia Is Guiding to a $108 Billion Quarter — So Where Does the Stock Go From Here? What Wall Street Experts Say 💥
Nvidia is now guiding to a $108 billion quarter. Yes, billion with a B, for just three months. 🤯 That’s more than double what the company sold in the same period last year.
But the stock is still sitting not far above $230, and investors keep asking the same question: is there more room to run, or is the AI boom already priced in? 🤔 Here’s what the numbers, the analysts, and the skeptics say. 👇
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👉 Want to read the numbers straight from the source?
📊 Go to NVIDIA’s Official Second Quarter Fiscal 2027 Results →
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On August 26, 2026, Nvidia reported results for its second fiscal quarter. Revenue was $96.2 billion, up 106% from a year ago and up 18% from the previous quarter. 💰
The data center business, which sells the chips and systems behind AI, brought in $89.0 billion, up 117% from a year earlier. Gross margin held at 75%, and adjusted earnings were $2.22 per share. Nvidia also returned about $26 billion to shareholders through buybacks and dividends in the quarter. 🏦
The outlook is even bigger: Nvidia expects about $108 billion in revenue next quarter, plus or minus 2%, and says that number assumes no data center compute sales to China. 🚀 CEO Jensen Huang said demand is accelerating and that the new Vera Rubin platform is in full production.
Nvidia’s stock closed at about $230.86 on October 1, 2026, according to StockInvest.us. Its 52-week range runs from about $164 to $237, and its market value sits near $5.3 trillion. 💎
In other words, the stock is trading close to its yearly high even after a huge run. That’s why some investors see a strong trend, while others worry that good news is already baked into the price. ⚖️
The market backdrop is mixed, too: AI stocks led gains to start October, but Treasury yields recently hit their highest level since 2002. 🏦
Wall Street is overwhelmingly positive. MarketBeat’s tracking of 55 analysts shows an average 12-month price target of about $324, with a high of $515 and a low of $218, and a consensus Buy rating. TipRanks shows a similar average near $324 across 31 recent analyst calls. 🎯
Individual firms have been raising their numbers: UBS lifted its target to $300 from $280, and Citi raised its to $315 from $300. A Baird target of $500 was one of the highest. 📈 Earlier in the year, S&P Global data showed 58 of 61 analysts rating the stock Buy or Strong Buy.
The bullish case centers on two things: big cloud companies spending heavily on AI computing, and the ramp of Nvidia’s next-generation Vera Rubin chips. 🏭
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🔎 Check the official release and the full numbers:
📢 Go to NVIDIA’s Official Second Quarter Fiscal 2027 Results →
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Even the bulls admit there are risks. 🧊 First, valuation: at a market value above $5 trillion, expectations are enormous, and the stock has sometimes sold off even on strong results because investors worry the AI boom is already fully priced in.
Second, China: Nvidia’s outlook assumes no data center compute revenue from China, so any change in export rules could swing results either way. 🌏
Third, margins and spending: S&P Global’s consensus has Nvidia’s data center gross margin trending below the levels of a couple of years ago. And some market watchers have pointed to the growing web of financial ties between AI companies and their suppliers as something to monitor. 🔗
Finally, remember that automated forecast sites disagree wildly. One model’s range for the end of 2026 runs from about $183 to $297, which shows how uncertain short-term predictions really are. 🎲
If you follow Nvidia, here are the signals that matter most: 👇
1️⃣ Next earnings. Does revenue land near the $108 billion guide, and do margins hold near 74%? 📝
2️⃣ Big Tech AI spending. Alphabet, Amazon, and Microsoft report quarterly results later this month, and their AI capex plans drive Nvidia’s demand. 💻
3️⃣ Vera Rubin ramp. Smooth production and shipments would support the bullish story. 🏭
4️⃣ Interest rates and policy. Higher Treasury yields and any China export changes can move the stock. 🏦
This article is for information only and is not financial advice. Analyst targets can be wrong and prices change fast, so do your own research or talk to a licensed advisor. Data as of October 2, 2026.
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🔥 Before you go, read the original release:
✅ Go to NVIDIA’s Official Second Quarter Fiscal 2027 Results →
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