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Nvidia Trades Cheap Relative to Its 2030s Earnings Path

Investing.com Logo Investing.com By Thomas Hughes
Nvidia Trades Cheap Relative to Its 2030s Earnings Path

Nvidia is trading at 40x current earnings but only 8x its 2035 earnings forecast, suggesting significant upside potential of 200-500% over the next decade. The company is expanding beyond GPUs into AI-enabled drug discovery (partnership with Eli Lilly), robotics, autonomous vehicles, and industrial applications. Analysts highlight robotics as a 2026 catalyst and expect Q4 2026 earnings to show 65%+ year-over-year revenue growth, with consensus rating of Buy and 40% upside potential.

Insights
NVDA   positive

Stock is undervalued relative to 2030s earnings projections with 200-500% upside potential. Company is expanding into high-growth markets (drug discovery, robotics, autonomous vehicles). Strong analyst sentiment with Buy ratings and 40% upside consensus. Q4 2026 earnings expected to show 65%+ YoY revenue growth acceleration.