The Motley Fool
01 Oct 2026, 00:03 UTC · 2h ago
Verdict
Headline takes no side. We score NVDA +0.90 across three claims — strongly bullish.
+0.90strongly bullish
More positive than 96% of ticker scores this week
What the story claims
3 claims · scored −1 bearish … +1 bullish · 0 new · 3 priced in
Nvidia expects to deliver 70% revenue growth during fiscal 2028.
Priced inanalysis of Q2 results reported earlier
So whatAt a $5.5T market cap, this growth rate would drop the forward P/E to 14 based on FY2028 projections.
More positive than 99% of claims this week
Data center capital expenditures by the big five hyperscalers are estimated to rise from $800 billion this year to $1.3 trillion next year.
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Scored by the NIS engine · methodology.
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Priced inanalysis of Nvidia's projections
So whatA $500 billion increase in capex provides the fundamental backing for Nvidia's FY2028 revenue targets.
More positive than 94% of claims this week
Nvidia is currently trading at 28 times trailing earnings.
Priced incurrent market data
So whatThis multiple excludes the growth from the last two quarters and the projected 70% spike next year.
More positive than 54% of claims this week
Which stocks this story touches
More positive than 96% of ticker scores this week
The author argues the stock is mispriced and primed to soar due to massive expected growth in 2027.
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New York Post
1h ago
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NVDA hasn't traded since this ran. Last close $228.38 (Sep 30); the reaction starts at the next open.
NVDA chart →
