Nvidia’s current stock price of $892.05 is underpinned by consistent analyst upgrades, with price targets converging near $950 due to a mix of AI adoption and strong GPU orders. Even if the stock recovers early next week as investors digest Palantir's statement to Reuters about there not being any issues with its platform, the extreme market reaction is, in and of itself, informative: When expectations are sky-high, even a whiff of product risk can hit the stock. However, that puts the stock's current price at 28 times its 2027 earnings. That compares to a 21 times multiple for TSMC's 2027 earnings expectations.
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