- Entry
- $218.41
- Now
- $237.75 +8.9%
- Target
- $340.00
- Score
- —
Revenue came in at $96 billion, up 106% yoy and ahead of the LSEG consensus of roughly $92.17 billion. Non GAAP EPS was $2.22 against a $2.10 estimate. Those beats are impressive but the number that should matter more for anyone modelling this stock is the forward guide. Management pointed to approximately 70% revenue growth for FY28, against a Street estimate closer to 44%, and specifically framed it as a supply constrained outlook rather than a demand constrained one. That's …
— ORIGINAL POST ·
Nvidia might be the easiest long on the market right now, and everyone's arguing about the wrong risk
· r/investing
· Aug 30, 2026