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NVIDIA's revenue doubles, analysts see 42% upside despite supply bottlenecks through 2028

Analyst Insights
02 Oct 2026
24/7 Wall Street
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Bullish
NVIDIA's revenue doubles, analysts see 42% upside despite supply bottlenecks through 2028

NVIDIA's revenue more than doubled last quarter, driven by strong demand for AI data center products. Management expects 70% revenue growth in fiscal 2028, though supply constraints in power, memory, and labor will limit expansion. Analysts project a 42% upside over two years, with earnings growth and new product ramps as key drivers. Risks include margin pressure and reduced AI spending by hyperscalers, but current valuations suggest significant potential gains.

As of Oct 03, 2026 00:02 WIB, Nvidia (NVDA) trades at USD 235.34 on Pluang, showing a 1.94% increase over the past day. The stock's market cap stands at $5.57 trillion with a dividend yield of 0.44%. Despite some sell pressure with 52% of orders to sell, Nvidia remains a significant player in the technology sector with a typical hold time of 115 days among Pluang investors.

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