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The Mag 7 Face-Off: Only 2 Come Out on Top

positiveAnalyst ratingLong termYahoo Finance ·10 Aug 2026Original article ↗
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The piece is primarily valuation/target-driven and frames NVIDIA’s fundamentals (growth, guidance momentum, capital returns) as supporting a multi-quarter to multi-year upside scenario.

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The Mag 7 Face-Off: Only 2 Come Out on Top Vandita Jadeja Mon, August 10, 2026 at 5:30 PM GMT+2 4 min read NVDA META Quick Read NVDA and META stand as the clear Mag 7 leaders, with price targets of $325 and $800 offering meaningful upside through 2027. Meta's Q2 EPS miss was driven by $2. 4 billion in one-time legal and severance charges, not core weakness, as ad revenue still grew 27%.

Jensen Huang's $119 billion supply pipeline and $80 billion buyback give NVIDIA the earnings firepower Wall Street needs to chase $325. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now .

The Magnificent 7 have carried markets for years, but 2026 has revealed cracks in the group. Some names are stalling under the weight of massive AI capex bills. 24/7 Wall St.

Two, however, still look built to lead the pack into 2027: NVIDIA ( NASDAQ:NVDA ) and Meta Platforms ( NASDAQ:META ). NVIDIA is up 20. 23% year to date, while Meta is down 10.

15%, setting up one momentum trade and one classic comeback story. Here is how NVIDIA hits $325 and Meta hits $800 in 2027. Why NVIDIA Can Push to $325 NVIDIA is the closest thing the market has to a pure play on AI infrastructure, and the numbers keep validating it.

Q1 FY27 revenue hit $81. 615 billion, up 85. 23% year over year, with Data Center alone at $75.

246 billion and networking growing 199%. That marked the fourth consecutive earnings beat, meaning actual results will likely keep running ahead of Street models. NVDA Price Scenario — 24/7 Wall St.

CEO Jensen Huang framed it plainly: "The buildout of AI factories, the largest infrastructure expansion in human history, is accelerating at extraordinary speed. " With $119 billion in supply commitments, an $80 billion buyback authorization, and Q2 guidance of $91 billion in revenue, the pipeline is firmly booked. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks.

See the full list FREE now . At $223. 96, NVIDIA trades around 27x forward EPS of $8.

26. Hitting $325 implies roughly 39x forward earnings, rich but reasonable for a business compounding earnings triple digits. Wall Street already sits at $302.

83, and history is on our side: shares returned 171% in 2024, 125% in 2021, and 224% in 2016. A 45% year to $325 is well within that envelope. NVDA Price Target — 24/7 Wall St.

Why Meta Can Reclaim $800 Meta's story is the opposite: hated in the short term, structurally intact. Shares fell after Q2 2026 EPS of $6. 18 missed the $7.

22 estimate, snapping a six-quarter beat streak. But the miss was driven by one-time items, including $2. 4 billion in legal charges and $1.

18 billion in severance, not core weakness. Ad revenue still grew 27% to $59. 36 billion, impressions rose 14%, price per ad rose 12%, and daily users climbed to 3.

60 billion. Story Continues META Price Scenario — 24/7 Wall St. Mark Zuckerberg told investors, "AI is accelerating our core business today, powering our next generation of products, and opening the door to entirely new enterprise opportunities.

" With $125 to $145 billion in 2026 capex funding Meta Superintelligence Labs and Ray-Ban AI glasses, the monetization runway is real. At $592. 10, Meta trades at just 15x forward EPS of $40.

09, well below the S&P 500's roughly 22x forward multiple. Re-rating to 20x on that same EPS gets shares to $800. Analysts already sit at $756.

95 with 55 Buy ratings and zero Sells, and Reddit sentiment has swung back to a 72 to 78 bullish range. Shares traded above $785 as recently as August 2025, so $800 is a realistic reclaim of prior levels. META Price Target — 24/7 Wall St.

The Bottom Line NVIDIA needs roughly 45% to reach $325, and Meta needs about 35% to hit $800. Both look plausible: NVIDIA has the earnings momentum and buyback firepower, while Meta has valuation, ad growth, and a battered setup ready to snap back. Risks remain, from China export limits at NVIDIA to capex intensity at Meta.

Returns like these shouldn't be assumed every year, but we've laid out the blueprint for how these two Mag 7 names come out on top in 2027. Don't wait: the analyst who called NVIDIA in 2010 just revealed his top 10 AI stocks. See the full list FREE now .

Contact editorial@247wallst. com for any questions or corrections.

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