A Motley Fool article argues Nvidia shares are a buy now rather than a stock to wait on for a dip, citing a 94/100 score in the publication’s Moneyball ranking system and 106% year-over-year revenue growth in its latest fiscal quarter.
Nvidia expects revenue to grow 70% in its next fiscal year, the article says. It reports that Nvidia estimates the big five hyperscalers will spend nearly $800 billion on capital expenditures in 2026, with that figure projected to rise to $1.3 trillion the following year; Nvidia also expects global data-center capital expenditures to reach $3 trillion–$4 trillion by 2030.
The article says Nvidia trades at 14.5 times next year’s estimated earnings and 29 times trailing earnings, against S&P 500 multiples of 20.1 and 25.3, respectively. It says shares would double by the end of next fiscal year if they were then valued at the current trailing-earnings multiple of 29. The disclosure says Keithen Drury has a position in Nvidia and The Motley Fool owns and recommends the stock; Nvidia was not among Stock Advisor’s current 10 picks.
