3 of the Hottest Artificial Intelligence (AI) Stocks Can Skyrocket Up to 109% in 2026, According to Select Wall Street Analysts
The Motley Fool·2026-01-21 09:06

Core Insights - Analysts predict significant growth for select AI stocks, with potential increases ranging from 89% to 109% in 2026, marking a new technological revolution akin to the internet boom [1][2][3] Company Summaries Nvidia - Nvidia is seen as a leader in the AI revolution, with 64 analysts rating it as a strong buy, and a price target of $352 suggesting an 89% upside, potentially raising its market cap to nearly $8.6 trillion [4][5] - The company is leveraging advancements in parallel processing and its CUDA software platform to enhance its GPUs, which are critical for AI applications [6][7] - Despite its strong position, Nvidia faces challenges related to historical technology bubbles and a high price-to-sales ratio exceeding 30 [8] Oracle - Oracle is projected to have a 109% upside, with a target price of $400, as analysts believe concerns over its hyperscaler concentration are overstated [9][10] - The company has a robust remaining performance obligation (RPO) of $523 billion, indicating substantial future revenue beyond its contract with OpenAI [10] - Oracle's shares have declined by 42% since mid-September, leading to a forward P/E ratio of 24, which is attractive given expected sales growth [12] Super Micro Computer - Super Micro Computer is expected to see a 93% upside, with a target price of $63, driven by its integration with Nvidia's GPUs [14][15] - The company benefits from a growing demand backlog due to Nvidia's innovation cycles and is supported by Taiwan Semiconductor Manufacturing's expansion of GPU supply [16] - Super Micro's shares are trading at less than 11 times forward-year earnings, with projected sales growth of 64% for fiscal 2026, making it an appealing investment despite concerns over margin deflation [17][18]

Nvidia-3 of the Hottest Artificial Intelligence (AI) Stocks Can Skyrocket Up to 109% in 2026, According to Select Wall Street Analysts - Reportify