
A Motley Fool contributor named Nvidia his top AI stock for 2027, arguing its price could double if it returns to a 30-times-earnings valuation.
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The case rests on a gap the author sees between Nvidia's business results and its stock price. During its Q2 earnings call, Nvidia told investors to expect 70% revenue growth in 2027, and the author notes Wall Street analysts agree with that projection. Yet the shares are up only nearly 30% in 2026, and Nvidia's price-to-earnings ratio has fallen through the year to about 30 times earnings — roughly the level of an ordinary big tech stock, even though Nvidia is growing much faster.
The author contrasts this with the AI names investors have been rewarding. AMD has climbed about 200% this year, which he reads as growth already priced in, while he dismisses Palantir and Sandisk as unlikely 2027 leaders after strong 2026 runs. The setup he describes is simple: Nvidia only has to deliver the growth it has forecast, and the market has to value it like the 30-times-earnings stock it once was. If both happen, he argues, the stock could easily double between now and the end of 2027.
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