Key Points

• Nvidia’s median target price among Wall Street analysts implies 47% upside, but I think the stock will deliver even bigger gains in the remaining months of 2026.

• Nvidia has a durable competitive advantage in artificial intelligence (AI) infrastructure because it pairs superior hardware with an unrivaled ecosystem of software development tools.

• Nvidia’s revenue growth has accelerated in two consecutive quarters, and the company expects revenue growth to accelerate once again in the current quarter.

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Nvidia (NASDAQ: NVDA) has been a cornerstone of the artificial intelligence (AI) trade since ChatGPT was released more than three years ago. The semiconductor company’s…