2026 Might Be Promising for These Stocks
As the early days of 2026 unfold, it’s becoming apparent that some stocks are gearing up for a significant year-long upswing. This momentum could kick off with the release of the fourth-quarter earnings from 2025. It’s interesting to think about the potential of various companies whose shares might spike in the near future.
There are three stocks grabbing my attention: Nvidia, Nevius Group, and Trade Desk. I’d recommend considering an investment in them now, before the market reassesses their values for 2026. They seem poised for growth.
Nvidia
Nvidia has established itself as a leader in the semiconductor sector, particularly with its GPUs, which are crucial for AI computing. The demand for its cloud GPU services appears to be strong, sparking optimism about maintaining elevated expectations as we head into 2026. Interestingly, the management hasn’t included potential sales to China in their forecasts, a market that could reopen later this year with the introduction of export-approved chips.
The AI data center market is still in its early stages, and Nvidia is arguably the best vehicle for investment in this area. Its Q4 results for 2026 are expected on February 25th, and there’s a good chance the 2027 outlook will exceed expectations, making it a compelling time to buy.
Nevius Group
While not widely known, Nevius has garnered attention for its innovative approach. It offers top-tier Nvidia GPUs and connects them to ready-made compute clusters in dedicated data centers. Although it’s still emerging, the demand for its offerings is noteworthy.
In the last quarter, Nevius posted a remarkable 355% year-over-year growth. Its annual run rate stands at $551 million, not colossal, but it has room for growth. The company has also revised its revenue forecasts upwards, projecting an ARR of between $7 billion and $9 billion by the end of 2026. If this prediction materializes, we might see the stock value increase rapidly.
With the rising demand for AI computing, it’s plausible that Nevius may raise its fiscal fourth-quarter outlook again. Even if it doesn’t, the company seems well-positioned for gains throughout 2026.
Trade Desk
On the flip side, 2025 hasn’t been particularly kind to Trade Desk, which struggled as one of the poorer-performing stocks. There was a hiccup with the launch of a new AI-driven ad-buying platform and a lack of political advertising revenue that year, complicating year-over-year comparisons.
However, as 2026 unfolds, it’s expected that management will resolve previous platform issues and won’t have to deal with the previous year’s political ad comparisons. This should highlight the underlying strength of the business, likely sending the stock price up. Right now, it’s trading at less than 18 times forward P/E, which seems like a bargain, especially compared to the S&P 500 overall at 22.4.
If Trade Desk can maintain strong double-digit growth, which it has historically, it looks like a good investment heading into 2026. It might be wise for investors to consider buying in before the market turns its focus back to this stock.
