NVIDIA and Meta Platforms outperform peers with strong AI-driven growth and buyback support, analysts say.
NVIDIA and Meta Platforms emerge as the top performers among the Magnificent 7, with price targets of $325 and $800, respectively, through 2027. NVIDIA’s Q1 FY27 revenue surged 85.23% year over year to $81.615 billion, driven by $75.246 billion in Data Center sales and 199% networking growth.
Meta’s Q2 earnings miss stemmed from $2.4 billion in one-time legal and severance charges, not core weakness, as ad revenue rose 27%. NVIDIA’s $119 billion supply pipeline and $80 billion buyback program bolster its outlook, while Meta’s comeback narrative gains traction despite a 10.15% year-to-date decline.
NVIDIA’s stock is up 20.23% this year, contrasting with broader weakness in the group due to heavy AI capital expenditures. Analysts highlight both companies’ positioning as leaders in AI infrastructure and digital advertising.