Prediction: Nvidia's Road to $1 Trillion in Annual Revenue Could Transform Its Stock

Nvidia reported quarterly revenue of $96.22B, up 105.8% year over year, and guided $108B for the current quarter. Annualizing that implies a $432B run rate, renewing the argument that the company’s revenue trajectory could reshape its stock outlook. Despite the surge, NVDA shares are up only 15.08% year to date and have recently fallen, with the stock down 6.61% last week. Supply commitments reached $279B, and guidance shows no China data center compute revenue. Management expects gross margins to bottom around 71%–72% in Q4. Analysts’ consensus price target is $328.72, while one model estimates $258.42. The article says reaching $350 in 2027 would require 63.5% upside and about 7x additional multiple expansion. A key risk is AI financing drying up before Vera Rubin capacity reaches customers.