NVIDIA Could Reach $600 by 2030 If Key Catalysts Align

NVIDIA just posted the semiconductor sector’s biggest quarterly revenue push, led by Data Center growth, but the stock still trades in the low-20s on forward earnings. While consensus targets sit around $327 by 2027, a 24/7 Wall St. model envisions a base case near $310 and a bull case near $355 within a year; most strikingly, the piece argues a $600 NVDA price by 2030 could be achievable if EPS climbs toward $25 by 2031 and hyperscaler/cloud capex remains robust. Key catalysts cited include lower unit costs from Vera Rubin’s efficiency gains and a $1.3 trillion hyperscaler buildout, but risks include zero China data-center revenue in outlook, higher memory costs, and potential supply constraints or China decoupling that could derail multiple expansion.