Nvidia's Low Valuation May Reflect Historical Tech Spending Busts

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โดย The Motley Fool·Read original
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Nvidia's stock trades at just 32 times earnings despite 85% yearly revenue growth, a valuation that may reflect historical patterns where technology spending binges ended in massive sell-offs. Key hyperscalers have pledged $725 billion in capital expenditures, much of it on Nvidia hardware, which generated $81.6 billion in revenue in the first quarter of fiscal 2027. Analysts forecast an 82% revenue surge for fiscal 2027 but expect growth to slow to 41% in fiscal 2028. Nvidia's forward P/E of 24 and a forward one-year P/E of 17 appear to already price in a potential slowdown, suggesting the stock could remain resilient even if the AI boom ends.

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