Three Wall Street Giants See NVDA Reaching $300 — Here’s the $1 Trillion Reason Why

2 hours ago 2

Joel South

Tue, March 17, 2026 astatine 10:41 AM CDT 3 min read

Nvidia (NVDA) has doubled its request visibility to $1 trillion successful Blackwell and Rubin shipments done 2027, with Q4 FY2026 information halfway gross reaching $62.3B (up 75% year-over-year) and escaped currency travel of $96.6B (up 58.7% year-over-year), supporting expert terms targets of $300 from Bank of America, Citi, and JPMorgan.
Three large Wall Street firms task Nvidia volition scope $300 by extremity of 2026 based connected accelerating endeavor AI adoption beyond hyperscalers and sustained Blackwell shipments, though geopolitical export restrictions to China stay a cardinal execution risk.
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NVIDIA (NASDAQ:NVDA) has been consolidating adjacent the $180 scope aft a beardown 12-month run. Shares are up 50% implicit the past twelvemonth but are down 1.75% year-to-date, trading astatine $182 arsenic of Tuesday morning. Most analysts clump astir a Street statement people of $267.54. But pursuing Jensen Huang's GTC 2026 keynote, BofA expert Vivek Arya reaffirmed his $300 terms target, joined by Citi and JPMorgan astatine the aforesaid level, representing a important premium to existent trading levels. But tin NVDA realistically scope $300 by the extremity of 2026?

BofA sees $1.0 trillion-plus successful information halfway income visibility for calendar 2025 done 2027, up from anterior visibility of $500 billion-plus for 2025 done 2026. Citi echoed that framing, noting the $1 trillion fig is supra the Street's $950 cardinal estimation and carries "tens of billions" successful further upside from categories not yet included. JPMorgan added that the doubled request visibility implies a minimum of $50 cardinal to $70 cardinal upside comparative to Street statement for 2026 and 2027 information halfway revenues.

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Blackwell and Rubin architecture demand: NVIDIA doubled request visibility to $1 trillion successful shipments and acquisition orders for Blackwell and Vera Rubin done 2027, up from $500 cardinal done 2026 announced successful October 2025. This multi-year backlog provides gross visibility successful a volatile sector.
Data halfway gross compounding: Q4 FY2026 information halfway gross reached $62.3 billion, up 75% year-over-year, with networking gross surging 263% to $10.98 billion. That benignant of sustained growth, if adjacent partially maintained, reflects important compounding successful the underlying financials.
Free currency travel engine: NVIDIA generated $96.575 cardinal successful escaped currency travel for full-year FY2026, up 58.7% year-over-year, backing a $58.5 cardinal remaining stock repurchase authorization. Buybacks trim stock number implicit time.