Nvidia, Trade Desk, MercadoLibre: Top Investment Picks for 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4d ago
0mins
Source: NASDAQ.COM
- Nvidia Growth Potential: Nvidia's GPUs are the top choice for training AI models, with significant data center expansions expected in the coming years, driving continued market cap growth; its P/E ratio of 23 is lower than most tech companies, indicating relative investment value.
- Trade Desk Recovery Outlook: Despite a 65% drop in 2025, Trade Desk reported an 18% revenue increase in Q3, and with the absence of political ad revenue in 2026, its attractive 16x forward P/E suggests strong growth potential and appeal.
- MercadoLibre Market Advantage: MercadoLibre has replicated and expanded Amazon's business model in Latin America, combining e-commerce with fintech, achieving rapid growth; its stock is down 20% from all-time highs, but its vast market potential makes it a top long-term investment choice.
- Investment Opportunity Analysis: The current market presents numerous quality investment opportunities, with Nvidia, Trade Desk, and MercadoLibre highlighted as stocks to watch in 2026, particularly against the backdrop of economic recovery and technological advancements, prompting investors to consider increasing their stakes in these companies.
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: 186.470
Low
200.00
Averages
264.97
High
352.00
Current: 186.470
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.
