By Stephen Wright
Publication Date: 2026-03-15 08:26:00
The best time to buy shares is when investors are looking for opportunities elsewhere. And even the best businesses go through times when they’re out of fashion with the stock market.
The incredible growth Nvidia (NASDAQ:NVDA) has achieved recently isn’t really showing signs of slowing. But with the stock down since the start of the year, is it time to take a look?
Nvidia’s growth since 2021 has been the stuff investors dream of. Revenues have gone from $16.6bn to $215.9bn in the last five years, at an average annual increase of 67%.
Source: Fiscal.ai
Some investors, though, are starting to get concerned about this. They worry that it gets a lot harder for the company to maintain a high growth rate as its sales figures go from big to huge.
There’s some truth to this, but I don’t think there’s a real cause for alarm. Nvidia’s revenues are still only about 50% of what Alphabet and Apple make in annual sales, even at $215.9bn.
That means the company isn’t exactly in uncharted territory, or in fact anywhere near it. So I think there’s still a way to go until Nvidia’s size gets in the way of its growth prospects.
Nvidia isn’t in uncharted territory in terms of sales figures, but it is when it comes to market value. At $4.4trn, it takes a lot to make the stock go higher from this point.
By itself that’s not a major concern. There’s no fixed limit on how high a stock can go and certainly no rule that says whatever…
