By Harsh Chauhan
Publication Date: 2025-12-12 10:05:00
This AI chip giant seems poised to deliver a blockbuster performance next year.
In 2025, Nvidia (NVDA 0.27%) became the world’s largest company and briefly touched a market cap of $5 trillion. It also delivered yet another year of healthy returns to investors. The share price of the semiconductor giant is up 36% so far this year, and that’s impressive considering it endured a few dips along the way.
Recent investor sentiment hasn’t been positive, with the company’s shares dropping 9.7% since the beginning of November. Concerns about circular financing in the artificial intelligence (AI) infrastructure market, an AI bubble, and the sustainability of the inflated levels of AI capital spending are weighing on the stock of late.
However, don’t be surprised to see Nvidia coming out of its recent rut and delivering impressive returns once again in 2026. There’s also a possibility that the stock price could double by the end of 2026. Here’s why I’m so bullish on Nvidia in 2026.
Image source: Getty Images.
The market is underestimating Nvidia’s 2026 growth potential
Nvidia manages to sustain its outstanding growth levels despite an already high revenue base. It’s on track to end the ongoing fiscal year 2026 (which ends Jan. 31, 2026) with $213 billion in revenue, an increase of 63% from the previous year. Consensus analyst estimates project Nvidia’s earnings to grow by 57% this fiscal year to $4.69 per share.
The good part is that analysts following Nvidia expect to maintain…
