Bank of America names Nvidia and other stocks as its leading selections for 2026.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 20 2025
0mins
Should l Buy NVDA?
Source: CNBC
Bank of America's Stock Picks: Bank of America has identified several stocks, including Nvidia, UBS, Estee Lauder, Bruker, and Ametek, as top investment opportunities heading into 2026, highlighting their potential for growth.
Bruker's Positive Outlook: Analyst Michael Ryskin expressed increased confidence in Bruker, noting an anticipated recovery in 2026 and improved end-market conditions, leading to a price target increase from $43 to $60 per share.
Estee Lauder's Growth Potential: Estee Lauder has been added to Bank of America's top picks list, with expectations for significant growth in its overseas business and a price target increase from $120 to $130 per share, driven by innovation and cost-saving strategies.
UBS's Attractive Proposition: UBS has been upgraded to a buy rating, with analysts highlighting its strong earnings growth potential and favorable capital requirements, making it a compelling investment choice for 2026.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 201.680
Low
200.00
Averages
264.97
High
352.00
Current: 201.680
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is an artificial intelligence (AI) infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. Its segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing and networking platforms and AI solutions and software, and automotive platforms and autonomous and electric vehicle solutions, including software. The Graphics segment includes GeForce GPUs for gaming and personal computers (PCs), and Quadro/NVIDIA RTX GPUs for enterprise workstation graphics. Its technology stack includes the foundational NVIDIA CUDA development platform that runs on all NVIDIA GPUs, as well as hundreds of domain-specific software libraries, frameworks, algorithms, software development kits (SDKs), and application programming interfaces (APIs). Its platforms address four markets, which include Data Center, Gaming, Professional Visualization, and Automotive.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Enhanced Financial Flexibility: By cleaning up its balance sheet, Micron has stabilized cash flow, reducing reliance on heavy borrowing or issuing new shares, which allows for continued investment in new manufacturing capabilities and strengthens its market competitiveness.
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- Improved Financial Health: By cleaning up its balance sheet and generating steady cash flow, Micron has reduced reliance on new share issuance and heavy borrowing, enhancing its investment flexibility in new manufacturing capabilities, which is expected to drive future sales and profit growth.
- Diverse Customer Base: Micron's marquee customers include major tech firms like Nvidia, along with stable consumer buyers in automotive, manufacturing, and consumer electronics, providing a cushion against risks associated with fluctuations in any single market.
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- Hardware Priority: With extensive hardware engineering experience, Ternus promises to uphold a customer experience-centric philosophy akin to co-founder Steve Jobs, which will help Apple maintain its competitive edge in product innovation.
- Product Innovation and Market Response: Under Ternus's leadership, Apple has launched several new products, including the ultra-thin iPhone Air and MacBook Neo, which not only enhance Apple's market performance but also strengthen its competitiveness in the premium segment.
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