By Keithen Drury
Publication Date: 2026-01-22 17:00:00
Key Points
In December 2024, I made the prediction that Nvidia (NASDAQ: NVDA) — then carrying a $3.4 trillion market cap — would reach a $5 trillion market cap in 2025. This came true in October, although the stock has pulled back since then, and the company’s value today sits at about $4.5 trillion. Now, I think that it can reach $6 trillion easily in 2026.
To do that, the stock would have to rise by at least 33%, making it an obvious pick to scoop up now.
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Image source: Getty Images.
AI tailwinds keep getting stronger
Nvidia’s rise to being the world’s largest company has been made possible by previously unheard-of levels of spending on artificial intelligence computing equipment. Nvidia’s graphics processing units (GPUs) are the most popular hardware for many applications, and this has shown up in its results.
During Nvidia’s fiscal 2026 third quarter, which ended Oct. 26, its revenue rose 62% — an acceleration from the prior quarter.
NVDA Revenue (Quarterly YoY Growth) data by YCharts.
Wall Street analysts expect even faster revenue growth of 66% during its fiscal fourth quarter. Considering how ludicrous Nvidia’s growth rates were over the past few years, few could have predicted this would still be occurring, but it’s what’s happening.
Because demand for AI computing hardware is so high, Nvidia remains in control…
