Nvidia, Oracle, Supermicro AI Stocks Projected Upside of 109%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: Fool
- Nvidia Price Potential: Analyst Mark Lipacis from Evercore ISI sets a price target of $352 for Nvidia, implying an 89% upside that could elevate its market cap to nearly $8.6 trillion, reflecting strong market confidence in its AI technology.
- Oracle Market Outlook: Jefferies analyst Brent Thill forecasts Oracle's stock to rise to $400, representing a 109% potential increase; despite concerns over its $300 billion contract with OpenAI, its $523 billion remaining performance obligation indicates robust future revenue potential.
- Supermicro Growth Expectations: Northland Securities analyst Nehal Chokshi anticipates Super Micro Computer's stock to reach $63, marking a potential 93% upside, driven by demand for customizable servers linked to Nvidia, although GPU supply constraints pose challenges, the sales growth outlook remains optimistic.
- AI Industry Investment Surge: As AI technology rapidly evolves, investor interest in companies like Nvidia, Oracle, and Supermicro continues to rise, with expectations of significant sales growth in the coming years, reflecting strong market confidence in the AI sector.
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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 264.97 USD with a low forecast of 200.00 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.
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 191.520
Low
200.00
Averages
264.97
High
352.00
Current: 191.520
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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SK Hynix Surpasses Samsung in Operating Profit for the First Time
- Record Profit: SK Hynix achieved a record operating profit of 47.2 trillion won in 2025, surpassing Samsung's 43.6 trillion won for the first time, highlighting its strong performance in the high-bandwidth memory market and solidifying its leadership in South Korea's tech sector.
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