3 Predictions for Nvidia in 2026

Core Viewpoint - Nvidia is expected to have a remarkable year in 2026, with significant potential for stock growth driven by key events and market opportunities [1] Group 1: Revenue Opportunities - GPU sales to China could increase Nvidia's annual revenue by as much as $50 billion, following a deal with the U.S. government that may allow chip sales to resume [3] - Prior to the export ban, Nvidia anticipated around $8 billion in sales from China for Q2 FY 2025; if sales return to similar levels, this could translate to over $30 billion in revenue, indicating substantial growth potential [4] - Nvidia's annual revenue is projected to exceed $350 billion, as companies are investing heavily in AI computing power, positioning Nvidia as a primary beneficiary of this trend [5][6] Group 2: Stock Performance Predictions - Nvidia's stock price is expected to surpass $300 per share, based on projected revenue of $350 billion and a profit margin of 56%, leading to estimated profits of $196 billion [8] - If Nvidia trades at 40 times earnings, the stock could reach a valuation of $7.84 trillion, equating to approximately $322 per share, making it an attractive investment opportunity at its current price of around $183 [8]