Nvidia Pullback a Gift as AI Demand Surges

Nvidia posted $81.6 billion in Q1 FY27 revenue, up 85% year-over-year, and guided Q2 revenue to $91 billion. Consensus FY27 revenue expectations have doubled over two years to roughly $393, 395 billion. The analyst upgraded the stock to a buy with a $265 price target, citing multi-year demand visibility through 2028.