Nvidia Climbing The Wall Of Worries

MBI Deep Dives 839 Followers Follow Summary A year ago, the average sell-side consensus estimates for Nvidia’s (NVDA) FY 2028 (which is essentially CY 2027) revenue were ~$310 billion. But yesterday, Nvidia guided for ~70% revenue growth in FY’28 which translates to approaching ~$700 billion revenue next year. Given their tone during the call, I think it’s fair to say ~70% revenue growth may be a floor for next year. Robert Way/iStock Editorial via Getty Images A year ago, the average sell-side consensus estimates for Nvidia’s ( NVDA ) FY 2028 (which is essentially CY 2027) revenue were ~$310 billion. But yesterday, Nvidia guided for ~70% revenue growth in FY’28 which translates to approaching ~$700 billion revenue next This article was written by MBI Deep Dives 839 Followers Follow I have background of working in the sell-side (outside the US) and in a long-only buy-side (US) shop before starting MBI Deep Dives. I also did my MBA, CFA, and FRM. I publish one Deep Dive on a publicly listed company every month.