Nvidia Seen Hitting $300 by End-2026 as Hyperscaler Capex Targets $1 Trillion
Updated
Updated · The Motley Fool · Aug 15
Nvidia Seen Hitting $300 by End-2026 as Hyperscaler Capex Targets $1 Trillion
3 articles · Updated · The Motley Fool · Aug 15
Summary
$300 per share is the latest analyst target for Nvidia by late 2026, implying roughly 33% upside from about $225 ahead of its Aug. 26 earnings report.
$1 trillion in 2027 data-center capital spending from AI hyperscalers underpins that call, up from $650 billion in 2026 as cloud providers' revenue and profits keep climbing.
43% revenue growth projected by Wall Street next year and the planned launch of Nvidia's Vera Rubin architecture later this year are cited as drivers for another leg of sales growth.
35 times forward earnings by year-end could put Nvidia near $315, the analyst argues, saying the stock is trading below the nearly 40 times forward earnings seen in recent Augusts.
Aug. 26 earnings are framed as the likely catalyst for sentiment to shift, especially if customers begin outlining firmer 2027 AI spending plans.