The AI revolution is here to stay, and Nvidia’s at the forefront. In a world where AI apps like ChatGPT and Gemini are making waves, investors are eager to know if AI stocks will continue to perform in 2026. For Edward Sheldon, the answer is a resounding yes. As a seasoned investment analyst, Sheldon believes that AI stocks like Nvidia (NASDAQ: NVDA) will experience a surge in 2026. He’s predicting that Nvidia’s share price will soar to $250, a whopping 30% increase from its current value.
## AI’s Here to Stay
Many investors are skeptical about AI’s potential, but Sheldon believes that we’re just at the beginning of a multi-year AI-powered tech revolution. In his view, AI will disrupt every industry in the years to come, and 2026 will be a pivotal year for AI development. From agentic AI solutions to new AI chips and physical AI, the possibilities are endless.
For instance, Sheldon expects more companies to start using agentic AI solutions from the likes of Salesforce and ServiceNow, which could lead to productivity gains and cost savings. He also believes that Nvidia’s next chip, Vera Rubin, will deliver a massive jump in performance, making it a game-changer in the AI space.
## A Bullish Outlook for Nvidia
So, what sets Nvidia apart from other AI stocks? Sheldon cites the company’s significant growth potential, robust demand for its chips, and a promising revenue visibility. With $500bn in revenue visibility from its Blackwell and Vera Rubin chips from 2025 to 2026, Nvidia’s future looks bright.
Sheldon also notes that Nvidia’s earnings growth is expected to be 20% in the following year, which would translate to an earnings forecast of $9.23 per share for FY2028. Applying a forward-looking earnings multiple, we get a price target of $249, which is very close to the average analyst price target of $253.
## Investing in Nvidia: A Bullish Thesis
While there are risks involved, Sheldon believes that investors should consider buying Nvidia on pullbacks. With its significant growth potential, robust demand, and promising revenue visibility, Nvidia is an attractive investment opportunity. Sheldon’s bullish thesis is backed by his experience as a CFA-qualified investment analyst and his keen understanding of the AI market.
In conclusion, if you’re considering investing in AI stocks, Nvidia is definitely worth a look. With Sheldon’s prediction of $250 as the tipping point in 2026, it’s an investment opportunity that you won’t want to miss. So, what are you waiting for? Start building your portfolio today and get ready to ride the AI wave!
