New Street Research Adds NVIDIA (NVDA) to Best Ideas List for 2026

NVIDIA Corporation (NASDAQ:NVDA) is one of the 10 Best AI Stocks to Buy for the Next 10 Years. On March 19, New Street Research added NVIDIA Corporation (NASDAQ:NVDA) to its “best idea list for 2026.” The firm’s analyst, Pierre Ferragu, said that the latest order figures indicate much higher long-term revenue potential than investors are expecting currently.

Ferragu pointed to comments from NVIDIA Corporation’s (NASDAQ:NVDA) CEO, Jensen Huang, at NVIDIA GTC 2026, where Huang said, “I see, through 2027, at least $1 trillion.” New Street Research said that the market’s reaction on this figure being close to expectations was “misplaced.” The research firm said that the company “will likely materially beat 2027 expectations.”

New Street Research Adds NVIDIA (NVDA) to Best Ideas List for 2026

New Street Research noted that Huang had previously stated at GTC Washington in October 2025 that NVIDIA Corporation (NASDAQ:NVDA) had “visibility into $0.5 trillion” of cumulative demand for Blackwell and early Rubin through 2026.

According to Ferragu, the new update shows that NVIDIA Corporation (NASDAQ:NVDA) has “added $500bn of orders since October.” The analyst noted that the company is now on a run rate of more than $1 trillion per year.

NVIDIA Corporation (NASDAQ:NVDA) is an American multinational technology company known for producing graphics processing units (GPUs), AI hardware and software, and high-performance computing (HPC) solutions.

While we acknowledge the risk and potential of NVDA as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than NVDA and that has 10,000% upside potential, check out our report about this cheapest AI stock.

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