Here S Why Nvidia Stock Could Double In 2026 Nasdaq

Bonisiwe Shabane

-Dec 26, 2025, 11:30 PM

here s why nvidia stock could double in 2026 nasdaq

Written by Harsh Chauhan for The Motley Fool-> The market is underestimating Nvidia's growth potential for 2026. The company's massive backlog, a potential increase in its margins, and the recent announcement by President Trump regarding its Chinese business should help Nvidia surpass estimates next year. In 2025, Nvidia (NASDAQ: NVDA) became the world's largest company and briefly touched a market cap of $5 trillion. It also delivered yet another year of healthy returns to investors. The share price of the semiconductor giant is up 36% so far this year, and that's impressive considering it endured a few dips along the way.

Recent investor sentiment hasn't been positive, with the company's shares dropping 9.7% since the beginning of November. Concerns about circular financing in the artificial intelligence (AI) infrastructure market, an AI bubble, and the sustainability of the inflated levels of AI capital spending are weighing on the stock of late. Antonio Bordunovi/iStock Editorial via Getty Images Wall Street analysts believe that Nvidia (NVDA) is significantly undervalued, and I totally agree with it. The company's valuation multiples are poised to contract dramatically over the next few years as it keeps converting Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership, options, or other derivatives.

I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole.

Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. All information and data in this article is solely for informational purposes. For more information please view the Barchart Disclosure Policy here NVIDIA Corporation’s (NVDA) rise has been extraordinary. Once a small graphics chip maker, it now powers data centers, artificial intelligence (AI) systems, and next-gen vehicles, becoming one of Wall Street’s most influential technology leaders.

But the AI chip stock’s story has felt like a rocket ride with a few sharp air pockets along the way. Not long ago, NVDA briefly touched the rarefied $5 trillion market-cap club, powered by blistering revenue growth and near-total dominance of the AI chip market. Then came the pullback. The stock cooled as whispers of an AI bubble grew louder, and investors questioned how long this breakneck infrastructure spending could last. For a company this big, even perfection can feel priced in. But as 2026 approaches, analyst Dan Ives and his team foresee a tech world – and its investors – caught between excitement and anxiety.

The AI revolution hints at a once-in-a-generation leap forward, yet the trillions required to fuel it naturally raise questions. Still, that scale of investment also signals a fourth industrial revolution taking shape, with the U.S. firmly setting the pace. The analyst believes this crossroads makes 2026 an inflection year. With tech stocks projected to rise by over 20%, Nvidia’s dominance, expanding demand drivers, and potential China access underpin a bullish $275 case. With that setup, let’s get into the details.

Concerns about circular financing in the artificial intelligence (AI) infrastructure market, an AI bubble, and the sustainability of the inflated levels of AI capital spending are weighing on the stock of late. Antonio Bordunovi/iStock Editorial via Getty Images Wall Street analysts believe that Nvidia (NVDA) is significantly undervalued, and I totally agree with it. The company's valuation multiples are poised to contract dramatically over the next few years as it keeps converting Analyst’s Disclosure:I/we have a beneficial long position in the shares of NVDA either through stock ownership,... I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body. All information and data in this article is solely for informational purposes.

For more information please view the Barchart Disclosure Policy here NVIDIA Corporation’s (NVDA) rise has been extraordinary. Once a small graphics chip maker, it now powers data centers, artificial intelligence (AI) systems, and next-gen vehicles, becoming one of Wall Street’s most influential technology leaders. But the AI chip stock’s story has felt like a rocket ride with a few sharp air pockets along the way. Not long ago, NVDA briefly touched the rarefied $5 trillion market-cap club, powered by blistering revenue growth and near-total dominance of the AI chip market. Then came the pullback. The stock cooled as whispers of an AI bubble grew louder, and investors questioned how long this breakneck infrastructure spending could last.

For a company this big, even perfection can feel priced in. But as 2026 approaches, analyst Dan Ives and his team foresee a tech world – and its investors – caught between excitement and anxiety. This AI chip giant seems poised to deliver a blockbuster performance next year. In 2025, Nvidia (NVDA +1.29%) became the world's largest company and briefly touched a market cap of $5 trillion. It also delivered yet another year of healthy returns to investors. The share price of the semiconductor giant is up 36% so far this year, and that's impressive considering it endured a few dips along the way.

Recent investor sentiment hasn't been positive, with the company's shares dropping 9.7% since the beginning of November. Concerns about circular financing in the artificial intelligence (AI) infrastructure market, an AI bubble, and the sustainability of the inflated levels of AI capital spending are weighing on the stock of late. However, don't be surprised to see Nvidia coming out of its recent rut and delivering impressive returns once again in 2026. There's also a possibility that the stock price could double by the end of 2026. Here's why I'm so bullish on Nvidia in 2026. Nvidia manages to sustain its outstanding growth levels despite an already high revenue base.

It's on track to end the ongoing fiscal year 2026 (which ends Jan. 31, 2026) with $213 billion in revenue, an increase of 63% from the previous year. Consensus analyst estimates project Nvidia's earnings to grow by 57% this fiscal year to $4.69 per share.

Here S Why Nvidia Stock Could Double In 2026 Nasdaq

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