Nvidia Stock Could Reach $800 Per Share by 2030

Analyst
โดย The Motley Fool·Read original
Summary · why it matters

Nvidia stock could hit $800 per share by 2030, nearly quadrupling from its current price of about $210, according to a Motley Fool analysis. The chipmaker, now valued at $5.1 trillion, would need to reach a nearly $20 trillion market cap, driven by an AI infrastructure build-out that Nvidia expects to push global data center capital expenditures to between $3 trillion and $4 trillion annually by 2030. Four AI hyperscalers—Alphabet, Amazon, Microsoft, and Meta Platforms—plan to spend about $650 billion in 2026, a figure that has steadily risen, with Alphabet recently expanding its plans. If overall AI spending quadruples to the midpoint of Nvidia's projection and the company maintains its market share, its earnings and revenue could grow fourfold, supporting the $800 target. Trading at 32 times trailing earnings, the stock is not incredibly expensive, and even a double or triple in four years would outperform the broader market.

Impact on stocks 5

Artificial Intelligence▲ · 5 stocks
NVIDIA Corporation
NVDA
▲ PositiveCapitalrelevance

Motley Fool analysis predicts stock could reach $800 by 2030, driven by AI infrastructure build-out and earnings growth.

Amazon.com Inc
AMZN
± MixedDemandrelevance

Mentioned as one of four hyperscalers planning large AI capex, but no direct impact on Amazon's own stock.

Alphabet Inc Class C
GOOG
± MixedDemandrelevance

Mentioned as one of four hyperscalers planning large AI capex, but no direct impact on Alphabet's own stock.

Meta Platforms Inc.
META
± MixedDemandrelevance

Mentioned as one of four hyperscalers planning large AI capex, but no direct impact on Meta's own stock.

Microsoft Corporation
MSFT
± MixedDemandrelevance

Mentioned as one of four hyperscalers planning large AI capex, but no direct impact on Microsoft's own stock.

Theme Impact 9

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