Nvidia Long-Term Price Recovery Path

"He believes a strong report could give investors greater confidence that earnings can reach more than $15 per share in calendar 2027 and $20 in calendar 2028, numbers that should 'keep the stock grinding higher.'"

"Key theme on the conference call: the durability of Nvidia chips. Six-year-old Nvidia A100 chips are contracted out to 2029. Partnering with Nvidia is really the only way to make sure your compute assets last longer."

"Longer term, ChatGPT projected that Nvidia could advance toward $275 to $300 by the end of 2026 if AI demand and revenue growth continue to accelerate."

"Morningstar has a target price of $280 on Nvidia, supported by expectations of strong growth in its AI GPU-based systems through 2026 and 2027."

"The delay probably will not sting much. Nvidia is still putting up huge numbers from its current products, and the AI infrastructure buildout is not slowing down. Near-term sales and profits should not take much of a hit since older platforms are still selling well."

"The analyst believes Nvidia compute supply is sold out for both 2026 and 2027."

"According to Martinez’s analysis, Nvidia recently reclaimed the key $210.95 resistance level, an area that had previously capped upside momentum."

"With Nvidia (NASDAQ: NVDA) stock having resumed its bullish momentum, an analyst has pointed out that the equity’s technical structure suggests continued strength, targeting the $270 mark."

"Even so, ChatGPT’s overall outlook favors Nvidia reaching another all-time high before the end of the second quarter of 2026, likely between late May and mid-June, with earnings guidance and sustained AI demand expected to remain the main drivers of the next rally."

"Recently, I've reiterated my $20 trillion market cap thesis for Nvidia Corporation (NVDA), which implies upside of roughly 310% over the next four years."