24/7 Wall Street
29 Sept 2026, 13:45 UTC · 1h ago
Verdict
Headline takes no side. We score NVDA +0.80 across five claims — strongly bullish.
+0.80strongly bullish
More positive than 89% of ticker scores this week
What the story claims
5 claims · scored −1 bearish … +1 bullish · 0 new · 5 priced in
Nvidia is guiding to roughly 70% revenue growth for fiscal 2028.
Priced inanalysis of previous guidance
So whatThis growth rate is a significant deceleration from the 106% growth reported in the August 26, 2026 quarter.
More positive than 93% of claims this week
The company expects gross margins to hit a bottom of 71% to 72% in the fiscal fourth quarter.
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Scored by the NIS engine · methodology.
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Priced inanalysis of company outlook
So whatA drop below this 71% floor would validate skeptic cases and likely trigger a downward multiple rerating.
More positive than 87% of claims this week
Jensen Huang announced a $150 billion buyback increase.
Priced inno timing evidence
So whatThis massive capital return program supports the stock price against the current 17x forward P/E valuation.
More positive than 79% of claims this week
Nvidia's forward P/E is currently 17x, its lowest level since January 2015.
Priced inanalysis of current trading price
So whatThe stock is trading at a 43% discount to its 15-year historical average of 30x.
More positive than 66% of claims this week
Consensus revenue for the next quarter is $124.37 billion.
Priced inconsensus estimates
So whatThe company guided to $108 billion for the current quarter, leaving a ~$16 billion gap to meet consensus.
More positive than 66% of claims this week
Which stocks this story touches
More positive than 89% of ticker scores this week
The author explicitly labels the stock a 'buy' and 'undervalued,' citing record-breaking revenue and a massive share buyback.
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MarketBeat
1h ago
+1.0%
Price agrees with the score
$231.19 vs $228.86 close before publication (Sep 28) · not market-adjusted
NVDA chart →
