Gene Munster Projects 40% 2027 Growth as Nvidia Sets Q4 Sales Near $65 Billion
Gene Munster predicts Nvidia's revenue will grow 40% in 2027 versus Wall Street's 28% forecast and sees 2026 growth exceeding 55%. Nvidia forecasts Q4 sales near $65 billion in its February 25 report and stands to gain from resumed China sales and over $650 billion in hyperscaler AI capex.
1. Analyst Forecast Raises 2027 Growth to 40%
Deepwater Asset Management managing partner Gene Munster argues that Nvidia’s long-term AI-driven expansion is underestimated, forecasting 40% revenue growth in calendar 2027 compared to Wall Street’s 28% consensus. He also expects 2026 revenue to exceed the current 55% Street model, citing CEO Jensen Huang's commentary hinting at up to 65% expansion and highlighting emerging inference and physical AI applications.
2. Q4 Earnings Preview and China Recovery
Nvidia is scheduled to release its Q4 results on February 25, with guidance targeting approximately $65 billion in sales. The chipmaker’s prior quarter delivered $57 billion in revenue, up 62% year-over-year, and resumed China shipments in 2026 should bolster the upcoming report.
3. Hyperscaler Capex and Long-Term AI Catalysts
Major cloud providers plan more than $650 billion in AI capital expenditures, signaling sustained GPU demand. Inference workloads, China exposure and a $5 billion strategic investment with Intel further underpin Nvidia’s multi-year growth trajectory.