2 Ways Nvidia Will Make History in 2026 (Hint: You're Going to Want to Buy Now)

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By Keithen Drury – Jan 11, 2026 at 6:05AM ESTKey PointsNvidia should pass Alphabet as the world's most profitable company.Nvidia will cross the $6 trillion market cap threshold in 2026.CEO says this is worth 18 Nvidias. Will this make the world's first trillionaire? ›NASDAQ: NVDANvidiaMarket Cap$4.5TToday's Changeangle-down(-0.05%) $0.09Current Price$184.95Price as of January 9, 2026 at 3:59 PM ETNvidia is set for monster growth again in 2026.Nvidia (NVDA 0.05%) is a company like no other. It has dramatically risen to become the world's largest company by market cap and is growing at a rate that no other trillion-dollar company has ever achieved. Furthermore, it won't be done growing anytime soon. Nvidia's stock isn't in a bubble; it's a real company generating real profits, growing at an unbelievable pace. I think the company is set to make history in 2026 on two fronts, and I think both are fantastic reasons to buy the stock now. Image source: Getty Images. 1. Nvidia will become the most profitable company in the world in 2026 Currently, Alphabet (GOOG +0.96%) (GOOGL +1.02%) is the world's most profitable company. Over the past 12 months, Alphabet generated nearly $125 billion in profits, while Nvidia was just shy of $100 billion. NVDA Net Income (TTM) data by YCharts. TTM = trailing 12 months. While Alphabet is growing at a solid pace, it's nothing compared to Nvidia. For 2026, Wall Street analysts expect Alphabet's revenue to rise at a 14% rate. For fiscal year 2027 (ending January 2027), these analysts expect Nvidia's revenue growth to be a jaw-dropping 50%. Assuming that no events tank either company's profit margins, and they can maintain the same level they have over the past 12 months (Alphabet's was 32%, and Nvidia's was 53%), Nvidia will pass Alphabet as the world's most profitable company.Advertisement For next year, Alphabet would generate about $146 billion in profits, while Nvidia racks up $170 billion. That's a huge milestone for Nvidia to achieve, and if future data center buildout projections are to be believed, Nvidia's profits could rocket higher in the years beyond 2026. Nvidia believes that global data center capital expenditures will reach $3 trillion to $4 trillion by 2030. With its graphics processing units (GPUs) comprising up to half of those costs, there is a huge potential market for Nvidia to grow into over the next few years. This new profitability level will also cause Nvidia to make history in another way. 2. Nvidia will become the first $6 trillion company Nvidia was the first $5 trillion company but has since pulled back from that level and sits at about a $4.6 trillion market cap. However, if Nvidia's projected growth pans out, it won't stay there long. Should Nvidia's market cap stay put and it deliver the $170 billion in profits investors expect, that would value Nvidia's stock at 27 times earnings. While 27 times earnings isn't necessarily cheap by itself, it fails to factor in the massive growth investors expect for the artificial intelligence market. ExpandNASDAQ: NVDANvidiaToday's Change(-0.05%) $-0.09Current Price$184.95Key Data PointsMarket Cap$4.5TDay's Range$183.70 - $186.3452wk Range$86.62 - $212.19Volume3.8MAvg Vol186MGross Margin70.05%Dividend Yield0.02% As a result, looking at Nvidia's forward earnings ratio is much smarter. Nvidia tends to trade around 40 times forward earnings. So, if Nvidia achieves $170 billion in revenue and is valued at 40 times forward earnings, that means the company would be worth $6.8 trillion. That's easily in the $6 trillion range and nearly to the $7 trillion level. No other company is in contention with Nvidia to achieve these levels, so it's safe to say that it will be the first to breach these notable levels if its projections pan out. If Nvidia rises to a $6.8 trillion market cap throughout 2026, you're going to want to buy the stock now. That would indicate the stock would rise nearly 50% for the year. Few stocks can deliver that growth level, let alone the world's largest company. I think Nvidia is assured to make history in 2026 and deliver some promising results along the way. It's one of the largest holdings in my portfolio, and I think investors would be wise to make it their largest as well.Read NextJan 11, 2026 •By Patrick Sanders3 Top Tech Stocks to Buy in JanuaryJan 10, 2026 •By Howard SmithWant to Buy Artificial Intelligence (AI) Stocks in 2026? These 2 Companies Could Net You Millions in Retirement.Jan 10, 2026 •By Keithen DruryIs Nvidia Stock a Buy for 2026?Jan 10, 2026 •By Adam SpataccoPalantir Billionaire Peter Thiel Dumped Nvidia and Bought This Other Magnificent Stock Instead -- Even as Warren Buffett Was Selling It Before RetiringJan 10, 2026 •By Danny Vena, CPANvidia CEO Jensen Huang Says Rubin Architecture Is Now in Full Production. Here's Why That Matters.Jan 9, 2026 •By Adria Cimino2 Artificial Intelligence (AI) Stocks That Could Make You a MillionaireAbout the AuthorKeithen Drury is a contributing Motley Fool technology analyst covering AI, semiconductors, cybersecurity, and SaaS stocks. In addition to The Motley Fool, Keithen is a mechanical engineer and has held roles at Honeywell and smaller industrial companies like Brand Hydraulics and Lincoln Industries. He holds a bachelor’s degree in mechanical engineering from Dordt University.TMFTripleOptionStocks MentionedNvidiaNASDAQ: NVDA$184.95 (0.00%) $0.09AlphabetNASDAQ: GOOGL$328.75 (+0.01%) $+3.31AlphabetNASDAQ: GOOG$329.14 (+0.01%) $+3.13*Average returns of all recommendations since inception. Cost basis and return based on previous market day close.Advertisement
