By Keithen Drury
Publication Date: 2026-02-15 16:19:00
Nvidia is set to have an amazing year.
Nvidia (NVDA 2.21%) is still one of the best stocks to own in the market, and I think that 2026 offers a ton of upside for the stock. There are several key events going on this year that could boost Nvidia’s business, and I think each of them offers a separate reason to invest in the stock.
I have three predictions for this company and its stock in 2026. If all three come true, I have no doubt that it will be one of the best-performing stocks in the market this year.
Image source: Getty Images.
1. GPU sales to China will boost its annual revenue by as much as $50 billion
In April 2025, the Trump administration ended graphics processing units (GPUs) exports to China. However, Nvidia and its peers worked out a deal with the U.S. government that could allow these chip sales to return. This is a massive market opportunity, and CEO Jensen Huang estimated that the Chinese market could be worth up to $50 billion in annual revenue.
Before the ban, Nvidia expected China to generate around $8 billion in sales during second-quarter fiscal year 2025. If this returns to a similar level, GPU sales to China could be worth more than $30 billion, with plenty of upside. Most analysts don’t include China revenue in forecasts, and if it returns, Nvidia could have a monster growth year.
2. Nvidia’s annual revenue will top $350 billion
Currently, Wall Street expects an average of $326 billion in revenue for FY 2027. However, it has consistently…
