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: 184.770
Low
200.00
Averages
264.97
High
352.00
Current: 184.770
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
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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