Alpha Binwani Capital: “At $300, NVIDIA trades at ~13× FY26 non-GAAP EPS (ex‑cash) and ~5.5× EV/sales—well below the semis median of 18×/7× despite 35%+ growth. If FY26 EPS hits the $22.50 consensus midpoint and the stock re-rates to the 13.5× ex‑cash multiple that 25%+ megacap compounders have averaged over the past two years, the math reaches $300 by late CY2026. A $25 EPS / 15× bull case yields $375; an $18 EPS / 10× bear case yields $180. The probability-weighted outcome centers near $300”
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