Nvidia (Nasdaq: NVDA) reports earnings after the close on Wednesday. |
I'm expecting another strong quarter — and I think the stock has a clear path to $300/ share. |
My #1 tiny IPO for 2026 profits from AI revolution. And my estimates suggest the stock could jump 370% when it starts trading. |
Go here to claim your IPO shares. |
Here's why I'm still bullish heading into the print. |
First, the fundamentals. Revenue for fiscal 2026 came in at $215.9 billion — up 65% from the year before. Data center revenue alone grew 75%. Free cash flow hit $96.7 billion, with margins approaching 45%. |
These aren't numbers that suggest a business slowing down. They suggest one that's still accelerating. |
Second, the valuation. Nvidia trades at roughly 27x forward earnings. The S&P 500 is at about 22x. That's a modest premium for a company expected to grow normalized EPS 74% this fiscal year and 37% next year. |
On a PEG basis — price-to-earnings relative to growth — Nvidia actually looks cheap compared to most of the market. |
The big story is that AI capital spending continues to ramp up at the hyperscalers. |
Amazon, Alphabet, Microsoft, Meta, and Oracle plan to spend $700 - $750 billion this year. That’s a 15% - 25% increase since the start of the year. |
Nvidia is the #1 benefactor of this spending. Investors should expect another blockbuster earnings report. |
My bullish outlook for Nvidia remains on track. The AI infrastructure buildout is ongoing, Nvidia is the dominant supplier, and the stock is trading at a reasonable multiple relative to its growth rate. |
My target price is $300. |
One hidden company is turning outdated data center trash into ounces of gold and silver. Annual production could soon exceed $160 - $200 million. |
The IPO is expected in less than 90 days – priced below $5 / share. |
Here’s how to invest in the IPO. |
Ian Wyatt
Editor, Daily Profit |
|
0 التعليقات:
إرسال تعليق