James Anderson Predicts Nvidia's Market Cap Could Reach $50 Trillion
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 5h ago
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Source: Fool
- Investment Legend: James Anderson has achieved remarkable success over nearly 40 years at Baillie Gifford, managing the Scottish Mortgage Investment Trust with returns exceeding 1,700%, showcasing his exceptional investment acumen.
- AI Market Potential: Anderson predicts that if AI adoption continues at its current pace, Nvidia's market cap could soar to $50 trillion over the next decade, although he estimates the likelihood of this happening at only 10% to 15%.
- Strong Financial Performance: Nvidia reported record revenue of $57 billion in its fiscal 2026 third quarter, a 62% year-over-year increase, with earnings per share reaching $1.30, indicating robust growth potential in the data center market.
- Market Dominance: Nvidia commands a stunning 92% share of the data center GPU market, and with ongoing innovation and competitive advantages, Anderson believes the company will maintain its industry leadership, making it an attractive option for investors.
Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for NVDA is 255.63 USD with a low forecast of 185.00 USD and a high forecast of 352.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
40 Analyst Rating
38 Buy
1 Hold
1 Sell
Strong Buy
Current: 187.050
Low
185.00
Averages
255.63
High
352.00
Current: 187.050
Low
185.00
Averages
255.63
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.
