Market analysts anticipate that sales in the fourth quarter will reach $65 billion.
Nvidia Stock prices had a slow start in 2026. Yet, the stock market has been performing well this year, largely due to an AI spending surge, concerns surrounding geopolitical issues affecting sales to China, and maybe a bit of profit-taking.
Considering Nvidia’s remarkable performance over the past few years, investors might be questioning whether it’s wise to keep holding the stock or even add more. I have a hunch that there’s one approach the company could take to help rejuvenate its stock momentum in 2026.
underestimate growth
It seems investors might be growing weary of Nvidia. The rapid growth that the company and its stock have experienced over the years has led to a waning surprise, much less excitement, when it comes to their impressive business results. After all, the stock has surged nearly 900% over the last three years.
Despite management persistently forecasting revenue growth every quarter last year, they’ve consistently exceeded the midpoint of their guidance by anywhere from $1 billion to $3 billion. This trend further explains the notable rise in stock value.
Nvidia has informed investors that it looks for revenue to hit $65 billion in the fourth quarter of fiscal 2026, which wraps up in January 2026. I predict that this sales target will not only be met but exceeded. I also think the company will keep adjusting upwards and beating sales guidance throughout 2026.
This optimistic view is partly due to the fact that sales in China aren’t considered in the guidance, and having obtained regulatory approval from the U.S. to sell the H200 chip there could provide a boost. CEO Jensen Huang is expected to visit China soon, making it possible that he might announce Nvidia’s return to operations there.
However, even in the absence of China, Nvidia seems well-equipped to achieve revenue growth this year. The spending on data centers and AI infrastructure doesn’t appear to be slowing down as much as some had feared. This scenario creates an ideal landscape for Nvidia to keep surpassing expectations moving forward. If that occurs, it stands to reason that stock prices will rise as well.
