NVDA stock fell 4% to about $200 on Tuesday after a Korea-led chip selloff pushed semiconductor shares lower. The move sent the stock to a session low of $189.31 at 9:00 a.m. ET before it recovered back above $200 by midday.
Jensen Huang and $91 billion
Jensen Huang said Q2 FY2027 revenue would be roughly $91 billion, a level that came while the stock was still probing the $200 mark. He described the AI buildout as "the largest infrastructure expansion in human history," and that growth outlook sat alongside a sharp intraday swing, not a calm readout.
Q1 FY2027 growth still stands
$81.6 billion in Q1 FY2027 revenue, up 85% year over year, gave NVIDIA a strong recent baseline before Tuesday’s drop. Data Center revenue reached $75.2 billion in Q1 FY2027, up 92% year over year, while the stock had been trading in the $208 to $215 range in recent sessions before the move back toward $200.
Polymarket sees 46%
46% is where Polymarket traders priced the chance that NVIDIA closes above $200 by month-end, with a 26% probability assigned to a $200 to $205 finish for the week. That sits against 48 Buy ratings, 10 Strong Buys, a $298.93 analyst consensus price target, and an additional $80 billion buyback authorization, plus a raised dividend of $0.25 per share.
Nine recent transactions showed insiders as net sellers, and a WallStreetBets post titled "I've made loss in every AI stock!" drew more than 3,400 upvotes during the weekend selloff. If the stock cannot hold $200 into month-end, traders will have to weigh that slide against 7.6% year-to-date gains and Huang’s $91 billion guide all over again.
