NVIDIA Achieves 111% EPS Growth – CEO Huang Signals Further Demand Surge for 2027
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Key Takeaways
- NVIDIA achieves earnings per share growth of 111 percent according to ChartMill analysis and meets all factors of the CANSLIM methodology.
- CEO Jensen Huang signaled on September 18, 2026, another significant surge in demand for AI chips for the year 2027.
- The NVIDIA stock delivered a return of 900 percent over the past five years.
- Analysts argue that in the long term, AI infrastructure could become a commodity, while companies developing AI applications could create more value.
- Institutional investors have recently expanded their NVIDIA positions, indicating sustained demand.
NVIDIA (NASDAQ: NVDA) records earnings per share (EPS) growth of 111 percent according to a recent ChartMill analysis, meeting all criteria of the rigorous CANSLIM investment methodology. CEO Jensen Huang signaled to investors on September 18, 2026, that the company expects an unusually strong surge in demand for AI chips in 2027.
Fundamentals show above-average dynamics
The ChartMill analysis credits NVIDIA with a leading position in the high-growth segment with strong market dynamics. The company achieves high values across all CANSLIM factors – a methodology that focuses on earnings growth, industry position, and institutional demand. The EPS growth of 111 percent significantly exceeds the 25 percent threshold that CANSLIM founder William O'Neil defined as the minimum requirement for growth stocks.
The stock has delivered a return of 900 percent over the past five years, according to a forecast analysis. Analysts are currently applying rising earnings estimates to the valuation, resulting in a price target that exceeds current Wall Street consensus.
CEO signals increased demand for 2027
Jensen Huang prepared investors on September 18, 2026, for another significant surge in demand in the AI chip segment. The statement suggests that the company expects growth to continue in 2027 – despite having already achieved a high baseline.
NVIDIA benefits from the ongoing expansion of AI infrastructure, which cloud providers and data centers are building out worldwide. The company's graphics processors (GPUs) are considered the standard for training large language models and other AI applications.
Competitive environment and valuation discussion
Parallel to the positive NVIDIA assessment, voices are growing that point to a possible shift in value creation in the AI sector. An analysis from September 18, 2026, argues that in the long term, AI infrastructure could become a commodity, while the greater value should lie with companies developing AI applications – an argument that positions Meta Platforms as a potential alternative to NVIDIA.
This thesis is based on the assumption that hardware components become standardized over time and margins come under pressure, while software and application layers enable higher profit margins. For NVIDIA, this raises the question of whether the company can sustain its leading position and pricing power in the long term.
Technical and fundamental perspectives
Beyond the fundamentals, the ChartMill analysis also highlights the technical condition of the stock. The security shows a breakout setup with clearly defined support and resistance zones. Institutional investors – an important CANSLIM factor – have recently expanded their positions.
The combination of accelerated earnings growth, market leadership, and positive demand signaling by management speaks for a continuation of upward momentum. Risks include a possible economic slowdown that could burden IT budgets, as well as increasing competition from specialized chip manufacturers and proprietary developments by major cloud providers.
For investors in the DACH region, it should be noted that NVIDIA shares are priced in US dollars, creating a currency risk. The valuation is significantly above historical averages, which could lead to amplified price declines in the event of a market correction.