By Howard Smith
Publication Date: 2026-01-28 02:23:00
Market watchers are expecting $65 billion in Q4 revenue.
Nvidia (NVDA +1.15%) stock hasn’t been off to a stellar start in 2026. Concerns about an artificial intelligence (AI) spending bubble, geopolitical uncertainty impacting sales to China, and perhaps a bit of profit-taking have kept shares about even since the start of the year.
Compare that to the impressive performances of the past three years, and investors may be wondering whether it makes sense to continue holding, or even add, shares. I predict that there is one thing the company will do in 2026 that could help the stock regain its momentum.
Image source: Nvidia.
Underestimating growth
I believe investors have Nvidia exhaustion. The business and the stock have grown so fast for so long that the continued impressive results no longer garner as much surprise, let alone excitement. The stock has already marched nearly 900% higher over the past three years.
Even as management continued to predict higher sales every quarter last year, it beat the midpoint of that guidance by between $1 billion and $3 billion each time. That also helps explain the impressive share price gains.
Today’s Change
(1.15%) $2.14
Current Price
$188.61
Key Data Points
Market Cap
$4.5T
Day’s Range
$185.71 – $190.00
52wk Range
$86.62 – $212.19
Volume
3.7M
Avg Vol
186M
Gross Margin
70.05%
Dividend Yield
0.02%
Nvidia has told investors that it expects fiscal 2026 fourth-quarter sales of $65 billion for the period ending toward the end of January 2026. I predict it…