Three AI Stocks Expected to Soar 109% by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Source: NASDAQ.COM
- Nvidia's Bright Outlook: As of January 2026, 60 out of 64 Wall Street analysts rated Nvidia as a strong buy, with Mark Lipacis setting a price target of $352, implying an 89% upside and a market cap nearing $8.6 trillion.
- Oracle's Growth Potential: Jefferies analyst Brent Thill forecasts Oracle shares climbing to $400, representing a 109% upside from January 16's close, despite concerns over hyperscaler concentration, as evidenced by its $523 billion in remaining performance obligations.
- Supermicro's Market Demand: Northland Securities analyst Nehal Chokshi expects Super Micro Computer shares to reach $63, marking a potential 93% increase, driven by demand for its data center infrastructure linked to Nvidia's GPUs, with projected sales growth of 64% in fiscal 2026.
- AI Industry Investment Opportunities: As the AI market rapidly evolves, investors should focus on the potential returns from these stocks, particularly driven by technological innovations and market demand surrounding Nvidia, Oracle, and Supermicro.
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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
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