The Ultimate Bull Case for NVIDIA Is Here: Their Powerful B200 Systems Are Sold Out

1 hour ago 2

Vandita Jadeja

Wed, August 5, 2026 astatine 10:00 AM CDT 4 min read

Quick Read

NVDA posted $82 cardinal successful revenue, up 85% twelvemonth implicit year, with B200 systems sold retired yet the banal sits 28% beneath its 52-week high.
AMD and Broadcom rally alongside NVDA arsenic inference request pulls the full semiconductor and representation stack higher.
Jensen Huang sees $3 to $4 trillion successful AI infrastructure walk by decade's end, with hyperscaler capex approaching $1.2 trillion arsenic the superior fuel.
Don't wait: the expert who called NVIDIA successful 2010 conscionable revealed his apical 10 AI stocks. See the afloat database FREE now.

NVIDIA (NASDAQ:NVDA) conscionable posted the loudest 4th of the AI cycle. Revenue of $81.615 billion, up 85.23% twelvemonth implicit year, and CEO Jensen Huang telling shareholders that "the buildout of AI factories, the largest infrastructure enlargement successful quality history, is accelerating astatine bonzer speed."

Jensen Huang stands connected a darkened signifier successful a achromatic leather overgarment and glasses, gesturing with clasped hands successful beforehand of a ample show showing a night-lights representation of South America.

Yet shares beryllium astatine $211.94, astir 28% beneath the $236.26 52-week high. B200 systems are sold out. Can NVIDIA deed $300 by 2027?

What Is Holding NVIDIA Back Right Now

The banal is level implicit the past month, down 0.3% from mid-July, and up astir 13% twelvemonth to date. That terms enactment lags what an 85% gross maturation communicative usually delivers.

Two headwinds: China, wherever absorption assumed nary Data Center compute gross from China successful the Q2 usher with nary H20 shipments successful Q1 versus $4.6 cardinal a twelvemonth ago. Second, sentiment cooled. The composite people fell 17.65 points successful the past 7 days to 47.51. With a beta of 2.215, NVIDIA amplifies each macro wobble. The fundamentals are strong. The marketplace is digesting.

Wall Street Sees 43% Upside. Our Model Says 22%.

Consensus people is $302.83, with 10 Strong Buy, 48 Buy, 2 Hold, and 1 Sell rating. Bullish sentiment sits astatine 95%. Our exemplary is much measured. Base lawsuit of $259.34 implies 22.36% upside astatine 0.9 confidence, with an optimistic lawsuit of $269.94 and blimpish $225.78.

Don't wait: the expert who called NVIDIA successful 2010 conscionable revealed his apical 10 AI stocks. See the afloat database FREE now.

Our net maturation publication of +0.03 anchors connected 2.145 YoY EPS maturation that could enactment elevated longer than the exemplary assumes, due to the fact that inference request is moving hotter than immoderate anterior cycle. Analysts anchoring to disposable orders whitethorn inactive beryllium excessively conservative.

The Path to $300 Per Share

Reaching $300 from today's terms of $211.94 would necessitate a summation of 41.5%. With guardant EPS of $8.26, a terms of $300 implies a guardant P/E of 36x. Our basal lawsuit of $259.34 already implies 36x, meaning the bold people requires the aforesaid aggregate applied to higher EPS delivery.

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