This AI Giant Has Climbed 900% Over the Past Five Years. Now Wall Street Expects the Stock to Jump Another 40%.

Nvidia has climbed 900% over the past five years, and Wall Street analysts now project another 40% upside from current levels. The chipmaker reported $81 billion in quarterly revenue in its most recent quarter while maintaining a 74% gross margin.

The company is pushing beyond its core GPU business into the CPU market, targeting what it estimates as a $200 billion opportunity in agentic AI applications. This expansion puts Nvidia in direct competition with Intel and AMD in a new product category.

The bullish Wall Street consensus comes as Nvidia continues to dominate AI chip design, though the company now faces increasing competition from established semiconductor players. The 74% gross margin underscores Nvidia's pricing power in the current AI infrastructure buildout, while the $81 billion quarterly revenue figure marks one of the largest revenue prints in semiconductor history.