Jensen Huang Said Nvidia Now Has "a Lot Greater Visibility" Into Demand, Letting It Forecast a Full Year Ahead for the First Time Ever. Does That Confidence Justify Nvidia's Premium Valuation?

Impact · against what's priced in

The article provides no new catalysts for NVDA as the key data points regarding revenue growth, EPS expansion, and the unprecedented issuance of long-term guidance are already factored into the current valuation. The market has already integrated the 70% fiscal 2028 growth guide and the operating leverage evidenced in Q2 FY27.

NVDA+0.00

Already priced in

The price assumes

The near-term 70% fiscal 2028 growth guide that were just reported.