Wall Street’s Bold Call: This Supercharged Growth Stock Could Hit $7 Trillion by 2027

Forget everything you thought you knew about market caps - one Wall Street analyst just dropped a nuclear prediction that's shaking the financial world.

The $7 Trillion Trajectory

We're talking about a growth trajectory that makes traditional tech stocks look like they're standing still. While most companies measure growth in percentages, this one operates on an entirely different scale.

Analyst Conviction Meets Market Reality

The projection comes from deep fundamental analysis, not just hype. This isn't your typical Wall Street optimism - it's a calculated forecast based on disruptive potential and market dominance.

Of course, Wall Street has been wrong before - remember when they said 'this time it's different' right before the last three market crashes? But this analysis cuts through the noise with numbers that demand attention.

Image source: Nvidia.

A semiconductor superstar

By every measure, Nvidia has been a winning stock for investors. Those who were able to buy the stock immediately after the company's initial public offering (IPO) in early 1999 have notched total returns of 469,300%. For context, a $100 investment made 26 years ago is now worth $469,440 (as of this writing). Furthermore, the results aren't consigned to some dusty past. For example, over the past 10 years, the stock has gained 29,450%. That same $100 investment would be worth $29,550. In recent years, its growth has been driven by the onset of the AI boom.

During Nvidia's fiscal 2026 second quarter (ended July 27), the company delivered record revenue of $46.7 billion, up 56% year over year. This drove adjusted earnings per share (EPS) to $1.05, which surged 54%. Fueling the results was robust demand for chips from the company's data center segment, which supplies processors used for data centers, AI, and cloud computing. Data center revenue climbed 56% to $41.1 billion on continuing demand for AI.

To be clear, this is a deceleration from the triple-digit growth Nvidia generated in fiscal 2025, but the initial surge in demand created tough comps. For context, management is guiding for third-quarter revenue of $54 billion, doubling what Nvidia made in all of its fiscal 2023, so demand is still off the charts.

This is likely still just the beginning. CEO Jensen Huang said, "We see $3 trillion to $4 trillion in AI infrastructure spend by the end of the decade." Given its position as the market leader and Gold standard for data center GPUs, Nvidia is well positioned to profit from these tailwinds.

The path to $7 trillion

Nvidia currently boasts a market cap of roughly $4.7 trillion (as of this writing). This means it will take stock price gains of just 56% to drive its value to $7 trillion. According to Wall Street, Nvidia is on track to generate revenue of roughly $206 billion in fiscal 2026, resulting in a forward price-to-sales (P/S) ratio of 23. Assuming its P/S remains constant, Nvidia WOULD need to grow its revenue to roughly $308 billion annually to support a $7 trillion market cap.

Wall Street is forecasting revenue growth for Nvidia of 33% in 2027 and 18% in 2028 -- and 26% on average over the coming five years. If the company can surmount those relatively low hurdles, it could reach a $7 trillion market cap as early as 2028. However, Nvidia has a track record of sailing past Wall Street's consensus estimates, so I suspect the company will exceed that benchmark sooner.

Don't take my word for it. Cantor Fitzgerald analyst C.J. Muse recently increased his price target on Nvidia to $300, up from $240, while maintaining an overweight (buy) rating. For those keeping score at home, that represents potential upside of 56% for investors, compared to Thursday's closing price, which would bring Nvidia's market cap to $7.3 trillion.

In a note to clients this week, Muse said the AI industry is "moving at exponential speed." He goes on to suggest that enterprises and neocloud companies will drive demand for years to come. "Thus, this is not a bubble, and we are still in the early innings of this investment cycle," the analyst wrote. Perhaps as importantly, Muse predicted, we "do not see a scenario where [Nvidia] does not secure at least 75% of the AI accelerator market over time."

Finally, Nvidia stock is currently selling for roughly 30 times next year's earnings. While some will point out that's a premium, I'd argue it's an attractive price for the company poised to generate double-digit sales and profit growth through the end of the decade.