Quick Read – NVIDIA and Micron trade well below their 2027 price targets of $300 and $1,250, representing over 50% upside despite explosive revenue growth. – Broadcom’s AI revenue surged 143%, and Hock Tan targets over $100 billion in AI sales by 2027, underpinning a $600 price…
rget. – The AI semiconductor complex has been the market’s most powerful earnings engine for three years running, and yet NVIDIA (NASDAQ: NVDA), Micron Technology (NASDAQ: MU), and Broadcom (NASDAQ: AVGO) all trade well below what their forward numbers arguably justify. That gap is the opportunity heading into 2027
Here is how each name could rerate to a round-number target investors can actually anchor to. Why Wall Street Is Underestimating the Trio Jensen Huang framed the setup on NVIDIA’s last call, calling AI factory buildouts “the largest infrastructure expansion in human history”. The numbers back that up.
NVIDIA posted Q1 FY27 revenue of $81.615 billion, up 85.23% year over year, with Data Center revenue of $75.246 billion and networking growth of 199%. Yet shares are only up 7.77% year to date at $200.75. The Path for NVIDIA to Hit $300 in 2027 At $200.75, NVIDIA trades at roughly 40x trailing earnings.