Nvidia Stock Set for 8% Gain—Bull Case

24/7 Wall St. sets a 12-month price target of $235.01 for NVIDIA (NVDA.OQ), implying about 8.5% upside from $216.61 and rating the stock a buy with 90% model confidence. The firm cites a strong Blackwell product ramp, large hyperscaler orders (Meta, OpenAI commitments) and robust Q4 FY2026 results — $68.13B revenue and $62.31B Data Center revenue — as drivers. Q1 FY27 guidance of roughly $78B (excluding China Data Center compute) and a compressed forward multiple (~26x) underpin the near-term thesis. Upside scenarios envision targets up to $298 by 2030, while risks include China exposure, hyperscaler custom silicon (Amazon, Google), and large supply commitments. Market impact: the note supports continued bullish sentiment on NVDA shares, provides a moderate near-term upside catalyst for equities and AI infrastructure plays, but flags concentration and geopolitical risk that could cap gains.