Top Wall Street analysts raised Nvidia price forecasts to $400 following strong fiscal 2028 guidance, robust AI demand, and $300B in supply agreements.

Investors wants clarity on the strength of AI demand, with NVDA stock up 14% YTD. The call with analysts will begin at 5 p.m. ET.

Nvidia's sales forecast raises concerns over AI spending momentum. Nvidia largest company by market cap on September 30 at 2.5% YES.