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Reverse DCF shows FCF growth needed to justify chip stock prices

A Reddit r/stocks post presents a reverse DCF analysis of 14 chip stocks, calculating the annual free cash flow growth each would need over 10 years to justify its Nov 5 closing price, using a 9% discount rate and flat growth thereafter. The post reports forward P/E figures alongside required FCF growth, noting NVDA and QCOM both trade at 15.5x forward P/E but need about 20% and 9% annual FCF growth respectively. It also lists ARM at 71.3x forward P/E needing 39% growth, and MU at 4.0x needing 2.6%.

Why “Rumor”

  • Only community or trader posts: r/stocks

0 independent source groups across 1 post · evidence score 9/100. How labels work

Market around the story

  • INTC Still being measured. The price reaction is recorded once the market has traded for six hours after the first report.
  • MU Still being measured. The price reaction is recorded once the market has traded for six hours after the first report.
  • NVDA Still being measured. The price reaction is recorded once the market has traded for six hours after the first report.
  • QCOM Still being measured. The price reaction is recorded once the market has traded for six hours after the first report.

What the sources claim

  1. The post's reverse DCF finds NVDA's price requires about 20% annual FCF growth for a decade. NVDA

    “NVDA's price still needs about 20% FCF growth a year for a decade”
    r/stocks

  2. The post states QCOM trades at 15.5x forward P/E and its price needs about 9% annual FCF growth. QCOM

    “QCOM's about 9%”
    r/stocks

  3. The post lists ARM at a 71.3x forward P/E requiring 39% annual FCF growth.

    “ARM | 71.3x | 39%”
    r/stocks

  4. The post lists MU at a 4.0x forward P/E requiring 2.6% annual FCF growth. MU

    “MU | 4.0x | 2.6%”
    r/stocks

  5. The post says INTC's required FCF growth is not applicable because its FCF is negative. INTC

    “INTC | 39.1x | n/a (negative FCF)”
    r/stocks

  6. The post says SNDK's price implies below-zero FCF growth.

    “SNDK | 3.5x | below zero growth”
    r/stocks

Sources

More on NVDA

All NVDA stories →

Summary and claims extracted by AI with prompt analyze-story@5 on 2026-11-06 14:20 UTC. Labels are computed from the sources, not by the model.