What S Next For Nvidia Stock In 2026 Thestreet

Bonisiwe Shabane

-Dec 31, 2025, 2:01 PM

what s next for nvidia stock in 2026 thestreet

Nvidia (#NVDA) is one of the leading technology companies specializing in the development of graphics processing units (GPUs), artificial intelligence solutions, and cloud computing. The company's stock has grown rapidly in recent years, driven by the fast-paced development of AI technologies and the increasing demand for high computing power. In 2025, investors continue to closely monitor NVDA's performance, analyzing fundamental and technical factors. This article will explore expert predictions for Nvidia's stock price in the coming years and examine the key factors influencing its value. We will conduct technical and fundamental analysis to determine whether this asset is promising for long-term investment. The article covers the following subjects:

The Nvidia stock price is $191.00 as of 26.12.2025. Nvidia reached its all-time high of $211.99 on 29.10.2025. The all-time low of $0.33 was set on 26.04.1999. While GPUs and data center technology continue to underpin NVIDIA’s (NASDAQ: NVDA) results and outlook, the company made some strategic shifts in 2026 that set it up for long-term dominance in AI markets. Among them is a focus on architecting and building a global AI ecosystem, including the energy grid and software layers to power it. The build-out of AI drives business today, but applying AI technology is the future, and that is NVIDIA’s goal.

The more recent news includes two significant investments that answer the question, What will NVIDIA do with its swelling cash pile? The first is a $5 billion investment in Intel that not only gives the beleaguered company a lifeline but also diversifies its supply chain and improves its domestic GPU production capacity. It will lead to improved integration of CPU and GPU technologies for advanced, next-gen AI applications. The more critical investment is NVIDIA’s deal with Groq, which is best described as a licensing-and-talent move rather than a full acquisition. By licensing Groq’s inference technology and bringing over key executives, NVIDIA expanded its stack while avoiding the delays and scrutiny that can come with an outright purchase. The practical outcome is that Groq’s specialized language-processing hardware approach for low-latency, real-time AI can now be integrated into NVIDIA’s broader platform strategy, helping enable faster, potentially lower-cost AI deployments.

That matters most for use cases where milliseconds count, including the Internet of Things, autonomous vehicles, and robotics. And NVIDIA’s robotics strategy is a winner. NVIDIA is not just creating a robot; they are developing a platform that supports robotics and physical AI development. The full-stack offering includes the hardware, simulation capability, and base AI models needed to develop physical AI applications, making NVIDIA a critical player in the industry. The intent is to solve problems relating to humanoid robots first, with the expectation that those advances will trickle down into lower-tier technologies. The robotics industry's value is projected to reach nearly $74 billion by 2025, with a high double-digit compound annual growth rate expected over the next five years, doubling its size by the end of...

Analyst trends suggest they and the capital they represent are buying into NVIDIA’s AI power-play. The data from 2025 reveals a robustly bullish trend running through year’s end, including numerous price target increases and upgrades. The takeaway at year’s end is that coverage is up 25% from year-end 2024, there is a high conviction in the rating and price target with 54 analysts tracked, and sentiment and price target... Over the past three years, Nvidia (NASDAQ:NVDA) stock has climbed by over 1,200% to dizzyingly high levels. It is now the most valuable company in the world and has a $4.63 trillion market capitalization. However, Nvidia is actually cheaper today than it was back then.

Investors were proactive for a brief period in early 2023 as the stock went explosive, and many didn’t wish to miss the train. Since then, the rally has turned more reactive. The stock price has been following Nvidia’s earnings, so the premium paid for the stock has been shrinking. What’s more surprising is that NVDA stock is now cheaper than Intel (NASDAQ:INTC) and Advanced Micro Devices (NASDAQ:AMD). Nvidia trades at just over 25 times forward earnings, whereas INTC trades at 61 times forward earnings and AMD trades at 33 times forward earnings. Both of those companies have worse margins and growth… so what gives?

Let’s take a look at why Nvidia is now comparatively cheap and where I see it a year from now. Nvidia’s earnings reports early on caught Wall Street’s attention with impressive earnings beats that only got wider and wider. Some of the most bullish analyst consensus estimates were trounced quarter after quarter, but this quickly became the norm. Nvidia stock (NVDA) is up 41.88% year-to-date and is the second-best performing constituent of the “Magnificent 7” stocks, trailing only Alphabet (GOOG) (GOOGL), whose 2025 price action surprised even some of the bulls. While Nvidia’s 2025 returns – which are well above twice the average S&P 500 Index ($SPX) constituent – would look stellar, they pale in front of the triple-digit returns that it delivered in the... Nvidia stock was quite volatile this year and plunged to $86.62 on April 7 amid U.S.

President Donald Trump’s tariffs. The rebound was also quick, though, and the stock has more than doubled from its 2025 lows even as it is down 11.37% from the record high of $212.19 in late October. Nvidia went on a deal-making spree in 2025, announcing a flurry of investments. Among others, it reported an investment of up to $100 billion in OpenAI, $5 billion in Intel (INTC), $10 billion in Anthropic, $1 billion in Nokia (NOK), $2 billion in Synopsis (SNPS), and also... In addition, it committed to invest two billion British pounds in AI startups in the U.K. as well as reportedly investing $2 billion in Elon Musk’s xAI.

More recently, Nvidia struck a non-exclusive licensing agreement with Groq in a deal that is said to be valued at $20 billion, making it the biggest ever deal for the Jensen Huang-led company. Meanwhile, in an apparent bid to evade regulatory scrutiny, the deal has been structured as an “inference technology licensing agreement,” which would see the Groq founder, president, and other employees join Nvidia. Another defining feature for Nvidia this year was the continued uncertainty over its China business. The Trump administration barred the company from exporting H20 chips to the Communist country. While later it approved their exports in exchange for a 15% cut in revenues, Nvidia’s China sales all but evaporated after the country cautioned domestic companies against using these chips over potential backdoors. Source: https://www.tradingview.com/symbols/NASDAQ-NVDA/

Since the start of 2025, NVDA Stock has remained in a high-level consolidation range. Continued growth in AI infrastructure investment keeps Nvidia among the world’s most closely watched technology stocks. However, compared to its previous rapid ascent, recent price volatility has increased substantially. This shift indicates that the market is now placing greater emphasis on valuation fundamentals rather than focusing solely on growth narratives. NVDA Stock continues to follow a long-term upward trend. In the short term, however, price movements are driven more by macroeconomic conditions, policy developments, and shifts in market sentiment.

The primary driver of NVDA Stock’s long-term value remains the pace of development within the AI industry. Ongoing global data center construction and the expanding need for AI model training and inference are keeping high-performance GPUs in short supply. Nvidia’s leadership in both hardware and software ecosystems secures its pivotal position within the AI value chain. However, it’s important to recognize that the AI industry is moving from an explosive growth phase into a period of sustained high growth. As a result, market expectations for Nvidia are becoming more rational, which raises the bar for future valuation benchmarks.

What S Next For Nvidia Stock In 2026 Thestreet

People Also Search

Nvidia (#NVDA) Is One Of The Leading Technology Companies Specializing

The Nvidia Stock Price Is $191.00 As Of 26.12.2025. Nvidia

The More Recent News Includes Two Significant Investments That Answer

That Matters Most For Use Cases Where Milliseconds Count, Including

Analyst Trends Suggest They And The Capital They Represent Are