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247wallst.comSEP 22 min read$NVDA

Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It

NVIDIA (NVDA) is the subject of differing opinions from analysts. Pierre Ferragu of New Street Research predicts the stock could reach $400 in 18 months due to earnings growth, citing guidance for 70% business growth. Jim Cramer suggests a $500B buyback to address perceived mispricing. NVIDIA's Q2 FY27 revenue was $96.22B, up 105.8% YoY, with EPS of $2.22. The stock traded at $226.67 on Wednesday.

Original reporting
247wallst.com
Published Sep 2, 2026, 4:30 PM UTC
Analysis
alphai AI DeskAI-generated
Added to alphai Sep 2, 2026, 5:31 PM UTC. Informational, not investment advice.
How this was made
alphai summarizes source reporting and applies a structured AI analysis for relevance, timing, sentiment and ticker impact. Always verify material claims with the original publisher.
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Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It — source image
Source · 247wallst.com
Decision brief

The 30-second read

$NVDABullishMed
01

Why it matters

The earnings beat and guidance provide fresh quantitative data, making the article a primary source of material news.

02

Market read

Nvidia’s earnings and guidance could catalyze a significant price move, influencing AI‑related equities and market sentiment.

03

What to watch

Potential supply‑chain constraints and macro‑economic headwinds could temper the upside.

Relevance 8/10Novelty 8/10Timing: Tuesday morning

Background

Analyst Pierre Ferragu projects a $400 price target for Nvidia based on FY27 earnings growth, while Jim Cramer calls for a large share repurchase.

Company-level read

Ticker impact

$NVDABullishHigh confidence
Context

Nvidia reported Q2 FY27 revenue of $96.22 bn, EPS $2.22 and guidance that fuels a $400 price target.

Expected impact

Potential upside of 70‑80% over the next 12‑18 months if earnings growth sustains.

Evidence & confidence

Revenue doubled YoY and EPS beat, combined with analyst Ferragu’s $400 call based on low forward multiples.

Market effects

Sector

AI and data‑center sector may see heightened investor interest as Nvidia’s growth outlook strengthens.

Regional

U.S. tech indices could receive a lift from Nvidia’s earnings beat.

Global

Global AI hardware demand outlook is reinforced, potentially benefiting peers worldwide.

Counterpoint

What could challenge this read

Cramer argues a massive buyback is needed, suggesting the stock may be overvalued without such capital return.

Key entities

  • Company
    Nvidia

    AI chipmaker reporting strong Q2 FY27 results.

  • Person
    Jim Cramer

    CNBC host advocating a large buyback.

  • Analyst
    Pierre Ferragu

    New Street Research analyst forecasting $400 target.

Read at source← All news

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Cramer Wants Nvidia to Buy Back a Tenth of Itself but One Analyst Expects the Stock To Hit $400 Without It — alphai