Goldman Sachs sees NVIDIA revenue up about 70% by fiscal 2028
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Goldman Sachs' estimate that NVIDIA's fiscal 2028 revenue could be ~70% above current levels reinforces the market's AI infrastructure demand narrative. Coming after a beat-and-raise quarter that lifted the stock, the commentary supports expectations for sustained enterprise AI compute spend and data-center expansion. Near term, it can bolster risk appetite across AI-linked equities and related supply-chain exposures.
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⚠️ AI سے تیار کردہ تجزیاتی سمجھ خبروں کے مواد پر مبنی ہے اور صرف معلوماتی مقاصد کے لیے فراہم کی گئی ہے۔ یہ سرمایہ کاری کا مشورہ نہیں ہے اور نہ ہی BingX کے خیالات کی نمائندگی کرتی ہے۔ سرمایہ کاری میں رسک شامل ہے۔ براہ کرم ذمہ داری سے ٹریڈ کریں۔
Goldman Sachs analyst Jim Schneider said NVIDIA's revenue outlook remains robust over the next several years, projecting that fiscal 2028 revenue could rise roughly 70% from current levels.
NVIDIA recently posted fiscal second-quarter results that topped expectations and issued revenue guidance above consensus, helping lift the stock about 4%.
Investors continue to focus on whether NVIDIA can sustain its gains from the buildout of artificial intelligence infrastructure. In an interview with CNBC, Schneider attributed the company's momentum and growth outlook to ongoing enterprise spending on AI computing and continued expansion in its data center business.
With generative AI adoption accelerating, NVIDIA's GPUs, AI servers and surrounding ecosystem remain key areas of attention for capital markets, as investors weigh their longer-term growth potential. (CNBC)