Nvidia NVDA
Artificial IntelligenceNvidia: Still Pricing in a Decade of Dominance
AI chip demand shows no signs of slowing as hyperscalers double down on infrastructure spending.
Target Price
$1,250
Sentiment
Bullish
Published
Mar 15, 2026
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Issue № 47 Nov 21, 2025
NVDA NASDAQ
NVIDIA Corporation
BUY
Current
$487.21
Target
$580.00
Upside
+19.1%
Price Performance · 20 weeks since coverage
Thesis
"NVIDIA's datacenter segment compounds at 80%+ YoY as AI training infrastructure demand accelerates. The H100 supply constraint is easing — a bullish signal for gross margin expansion toward 80%+ by FY2026. The moat is architectural, not just cyclical."
P / E
28.4×
EV / EBITDA
22.1×
Gross Margin
74.9%
Rev Growth YoY
+122%
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Conviction compounds.
Three stocks flagged in our weekly issues. Performance indexed to 100 at first coverage, tracked over 12 months. No cherry-picking — this is our archive.
NVDA +108%
MSFT +47%
S&P 500 +15%
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