NVIDIA Corporation has been highlighted by New Street Research as a premier investment opportunity for 2026, based on an analyst's assessment of the company's long-term revenue trajectory. The firm suggests that current market expectations significantly undervalue NVIDIA's future financial performance, driven by strong order figures and strategic developments within the AI sector.
On March 19, New Street Research formally included NVIDIA Corporation (NASDAQ:NVDA) in its exclusive "best ideas list for 2026." Pierre Ferragu, an analyst at the firm, articulated that recent order data points to a substantially higher long-term revenue potential than what market participants currently anticipate. This optimistic outlook underscores NVIDIA's robust position in the evolving technological landscape, particularly within artificial intelligence.
Ferragu's analysis draws heavily on insights provided by NVIDIA's CEO, Jensen Huang, during the NVIDIA GTC 2026 event. Huang's statement projecting "at least $1 trillion" in revenue through 2027 was a pivotal factor. New Street Research criticized the market's seemingly subdued reaction to this figure, characterizing it as "misplaced." The research firm firmly believes that NVIDIA is poised to "materially beat 2027 expectations," indicating a strong conviction in the company's growth prospects.
Further supporting their thesis, New Street Research recalled Huang's previous announcement at GTC Washington in October 2025. At that time, Huang had indicated NVIDIA possessed "visibility into $0.5 trillion" of cumulative demand for its Blackwell and early Rubin products through 2026. Ferragu noted that the latest update signifies an additional $500 billion in orders secured since October, pushing NVIDIA's annual run rate beyond $1 trillion.
NVIDIA Corporation, an American multinational technology firm, is renowned for its foundational contributions to graphics processing units (GPUs), sophisticated AI hardware and software, and high-performance computing (HPC) solutions. These core competencies position NVIDIA at the forefront of technological innovation, driving its growth and market leadership.
New Street Research has identified NVIDIA Corporation (NVDA) as a standout investment for 2026, predicated on a belief that its significant long-term revenue potential is currently underestimated by the market. The firm's analyst, Pierre Ferragu, points to CEO Jensen Huang's forecast of at least $1 trillion in revenue by 2027 as a key indicator of this potential, suggesting that the company is on track to exceed future financial projections.