Key Points
Wall Street analysts are increasingly optimistic about the potential of artificial intelligence (AI), identifying three key AI stocks projected to see substantial price increases by 2026. Nvidia (NASDAQ: NVDA) has a strong buy rating from 60 out of 64 analysts, with an implied upside of 89% based on a $352 price target from Evercore ISI, potentially lifting its market cap to nearly $8.6 trillion. Oracle (NYSE: ORCL) may see a 109% upside, with Jefferies forecasting a price of $400 due to substantial future contract revenue. Super Micro Computer (NASDAQ: SMCI) is also predicted to experience a 93% gain, with Northland Securities citing its tight relationship with Nvidia as a key growth driver.
As of January 2026, Nvidia’s advancements in GPU technology and consistent product innovation further solidify its leading position in the market. Oracle, despite concerns over its high concentration in cloud contracts, boasts a remaining performance obligation (RPO) of $523 billion, illustrating robust pipeline potential. Super Micro Computer is enjoying increased demand for its customizable rack servers due to the ongoing demand for Nvidia’s products, alongside a projected sales growth of 64% for fiscal 2026.
