After months of underperformance relative to the broader semiconductor sector, Wall Street is signaling renewed confidence in Nvidia (NASDAQ: NVDA), arguing that the stock’s recent stagnation has created a rare valuation opportunity heading into 2026.

Truist raised its price target on Nvidia to $275 from $255 and reiterated a Buy rating, citing sustained upside in artificial intelligence infrastructure spending. 

Analyst William Stein rolled forward its estimates to 2027 and said AI semiconductors remain attractively priced relative to their long-term growth outlook, even as concerns around power availability and funding constraints persist.

Wall Street predicts Nvidia share price for 2026

At the same time, Bernstein…