Nvidia Is Untouchable For 2026 Nasdaq Nvda Seeking Alpha

Bonisiwe Shabane

-Dec 26, 2025, 11:30 PM

nvidia is untouchable for 2026 nasdaq nvda seeking alpha

BING-JHEN HONG/iStock Editorial via Getty Images NVIDIA Corporation (NVDA) continues to benefit from the global excitement around artificial intelligence, experiencing strong demand for its GPU and networking solutions. The strong data center build-out provides half a trillion dollars in revenue Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. 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.

Your email address will not be published. Required fields are marked * Save my name, email, and website in this browser for the next time I comment. Δdocument.getElementById( "ak_js_1" ).setAttribute( "value", ( new Date() ).getTime() ); 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. Written by Billy Duberstein for The Motley Fool-> The AI revolution has catapulted Nvidia (NASDAQ: NVDA) stock to all-time highs, with its market cap reaching $3.38 trillion as of this writing, now second only to Apple today.

But Wall Street doesn't see Nvidia stopping here, with some analysts seeing Nvidia surpassing Apple, and hitting a $5 trillion valuation by 2026. Here are the reasons for Wall Street's optimism, and what could also disrupt the bullish thesis. Nvidia's rise is sure to garner a lot of skeptics. But the bulls have a compelling case that one, the AI revolution is real, and will only grow bigger in the years, and two, that Nvidia will continue to dominate the space, generating not... There have been several bullish predictions on both fronts in recent weeks. At its own recent AI event, Advanced Micro Devices (NASDAQ: AMD) CEO Lisa Su predicted the AI data center chip market will reach $500 billion by 2028, up from just $45 billion in 2023.

And recent Wall Street banks discovered that Nvidia's new Blackwell chip is now sold out for the next 12 months. NVIDIA Corporation (NASDAQ: NVDA) is back in the center of the market’s AI conversation on Dec. 23, 2025, with traders and long-term investors tracking one headline above all others: a potential reopening of China sales for one of Nvidia’s most important data center GPUs. Shares were trading around $183.69 early Tuesday (latest timestamp available: 13:42 UTC). That level follows a strong Monday session, when NVDA closed at $183.69 after ranging roughly $182.35–$184.16. [1] The near-term catalyst is political and operational at the same time: if approvals proceed, Nvidia could begin shipping H200 AI chips into China in early 2026—while U.S.

lawmakers are simultaneously pushing for tighter disclosure around any export licenses. Below is what’s driving NVIDIA stock today, plus the most-cited forecasts and analyses circulating on 23.12.2025. According to a Reuters exclusive published late Monday, Nvidia has told Chinese clients it aims to begin shipping H200 chips to China before the Lunar New Year holiday in mid‑February 2026, using existing inventory... Reuters reported the first wave could total 5,000–10,000 “chip modules,” equivalent to roughly 40,000–80,000 H200 AI chips. [2] Nvidia also told Reuters it “continuously manage[s]” its supply chain and that licensed H200 sales to authorized China customers would not affect its ability to supply U.S.

customers. [5]

Nvidia Is Untouchable For 2026 Nasdaq Nvda Seeking Alpha

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