Nvidia: 70% Growth Guidance Makes This A Strong Buy

Dhierin Bechai Investing Group Leader Follow Summary NVIDIA (NVDA) remains a Strong Buy as revenue more than doubled to $96.2B and growth continues to accelerate at massive scale. Fiscal 2028 revenue is guided for approximately 70% growth, constrained by supply, not demand, with ACIE outpacing Hyperscale. Gross margins face near-term pressure from memory inflation, but margins are expected to remain above 65% with robust free cash flow. Balance sheet and counterparty risks are rising as NVDA makes large supply commitments and ecosystem investments, yet upside remains compelling. Looking for more investing ideas like this one? Get them exclusively at The Aerospace Forum. Learn More » Kenneth Cheung/iStock Unreleased via Getty Images NVIDIA ( NVDA ) remains a Strong Buy following another quarter in which growth accelerated despite the company's enormous scale. Since my last report , Nvidia stock has gained 7.3%, outperforming the S&P 500's 0.6% return. The This article was written by Dhierin Bechai 24.66K Followers Follow Dhierin-Perkash Bechai is an aerospace, defense and airline analyst. Dhierin runs the investing group The Aerospace Forum, whose goal is to discover investment opportunities in the aerospace, defense and airline industry. With a background in aerospace engineering, he provides analysis of a complex industry with significant growth prospects, and offers context to developments as they occur, describing how they might affect investment theses. His investing ideas are driven by data informed analysis. The investing group also provides direct access to data analytics monitors. Learn more. Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.