1 Prediction for Nvidia in 2026

By Howard Smith – Dec 17, 2025 at 12:21PM ESTKey PointsInvestors are becoming skeptical that Nvidia's remarkable growth can continue.Nvidia's CEO has already signaled why they could be wrong. 2026 could mark a new leg of growth for Nvidia. These 10 Stocks Could Mint the Next Wave of Millionaires ›NASDAQ: NVDANvidiaMarket Cap$4.3TToday's Changeangle-down(-3.30%) $5.86Current Price$171.86Price as of December 17, 2025 at 1:15 PM ETCEO Jensen Huang already revealed what could spark the next run for Nvidia stock.Nvidia (NVDA 3.30%) has been a focal point of investment in the artificial intelligence (AI) sector this year. It's the undisputed leader in accelerated computing. However, Nvidia's chips aren't the only reason why. The company's graphics processing unit (GPU) stacks combine hardware, software, and platform solutions designed to support applications from gaming to professional visualization and accelerated computing. I believe Nvidia's vast array of solutions will reaccelerate growth in the stock price next year. Image source: Nvidia. AI solutions for the future Nvidia's revenue soared to a record $57 billion in the recently reported fiscal third quarter. That was a remarkable 62% year-over-year jump. Some investors believe that this kind of growth is unsustainable. That seems like a sensible position considering that level of sales. I predict that another leg of sustainable growth lies ahead that investors will begin to recognize in 2026. Nvidia CEO Jensen Huang has already publicly signaled what it will be, too. Even if the AI data center buildout slows, as some believe will happen, Jensen Huang sees a long growth runway for his company over the next decade. In an interview earlier this year, Huang stated, "This is going to be the decade of AV [autonomous vehicles], robotics, autonomous machines."Advertisement Nvidia will supply both hardware and software to support that development. The company produces embedded systems for autonomous and robotic applications. Nvidia's Drive ADX platform provides high-level compute performance for the highest level of self-driving technology. The company calls its Jetson platform "the ideal software for robotics and generative AI at the edge." It's powered by Nvidia's leading Blackwell GPU, helping to generate more hardware sales, too. ExpandNASDAQ: NVDANvidiaToday's Change(-3.30%) $-5.86Current Price$171.86Key Data PointsMarket Cap$4.3TDay's Range$170.31 - $176.1052wk Range$86.62 - $212.19Volume4.8MAvg Vol192MGross Margin70.05%Dividend Yield0.02% Investors should continue to monitor data center growth to track the state of Nvidia's business. However, watching developments in robotics, autonomous vehicles, and machines should provide confidence that a new leg of sales growth for Nvidia is likely. That, in turn, should drive the stock higher after shares have consolidated over the past couple of months.About the AuthorHoward Smith is a contributing Motley Fool stock market analyst covering technology and industrial stocks. Prior to The Motley Fool, Howard spent nearly 30 years supervising quality and operations in the steel industry, mostly with leading steel company Nucor. He holds a bachelor’s degree in metallurgical engineering from Lafayette College and a master’s degree in environmental engineering from Johns Hopkins University.TMFBuilt2LastRead NextDec 17, 2025 •By Mark Roussin, CPA5 Stocks to BUY With Rates Coming DownDec 17, 2025 •By Adria CiminoNvidia vs AMD: Which AI Chipmaker Will Lead the Next Decade of Compute?Dec 17, 2025 •By David Jagielski, CPAIf This Happens, Nvidia's Jensen Huang Says It Would "Drag This Industry Into a Halt"Dec 17, 2025 •By Sean WilliamsWill the Bubble Burst on Artificial Intelligence (AI) Stocks Nvidia and Palantir in 2026? History Weighs in and Offers a Big Clue.Dec 16, 2025 •By Manali Pradhan, CFAAnalysts May Still Be Underestimating Nvidia's Long-Term Growth PotentialDec 16, 2025 •By Neil PatelIf You Had Invested $1,000 in Nvidia Stock 1 Year Ago, Here's How Much You Would Have Today