The shares of the technology giant NVIDIA have recently made little progress despite the AI boom. ahead. One analyst believes that will soon change.
• Analyst signals doubling potential for NVIDIA shares with 12-month price target
• Analyst: NVIDIA is likely to continue to benefit massively from AI infrastructure expansion in the coming years
• Further jumps in sales expected
After its strong price increase from the beginning of 2023, NVIDIA shares have been much quieter in recent months. Within the last six months, the stock fell by around 2.25 percent on the US stock exchange NASDAQ, and since the beginning of the year it has even fallen by 7.4 percent (as of the closing price on March 20, 2026). Nevertheless, given the ongoing AI boom, analysts continue to see significant upward potential for the chip company’s shares: According to “TipRanks”, the average price target for NVIDIA shares is $274.03, around 53 percent above its last closing price of $178.56 (as of March 20, 2026). Analyst Ivan Feinseth from Tigress Financial Partners is particularly optimistic. The market strategist raised his price target for NVIDIA shares again at the beginning of March and at the same time reiterated his “Strong Buy” rating. His argument: The expansion of the AI infrastructure is just beginning – and NVIDIA is the main beneficiary of this development.
Doubling ahead: Analyst assigns highest price target on Wall Street for NVIDIA shares
In his March 5 analysis, Feinseth raised his 12-month price target on NVIDIA stock from $350 to $360, according to TipRanks, making it the highest target among Wall Street analysts tracked by the website. The expert therefore continues to see considerable potential for the AI top dog and expects no less than an approximate doubling of the share price from the current level, as the fundamental demand for computing power for artificial intelligence is growing faster than many investors expected. “Total investments by leading hyperscalers and cloud providers will amount to more than $650 billion by 2026, of which NVIDIA will receive a significant share,” the analyst wrote, according to Barron’s. NVIDIA’s growth will therefore be leveraged into a massive and long-term opportunity in AI and accelerated computing – driven by investments in AI infrastructure of three to four trillion US dollars by 2030.
According to “The Globe and Mail”, Feinseth’s analysis primarily highlights the company’s strategic position. NVIDIA has developed from a pure graphics chip manufacturer into a provider of complete AI infrastructure. In addition to high-performance GPUs, the group also supplies software platforms, development tools and network technology, which together form an integrated basis for modern AI data centers and give the company a competitive advantage. In this context, “Intellectia” points out that NVIDIA holds a dominant market share of 92 percent in the GPU sector for data centers and is therefore ideally positioned to further expand its leadership role in the future.
The central role of NVIDIA’s GPUs in the AI era
The enormous importance of NVIDIA’s graphics processing units (GPU) for AI applications is the focus of Tigress Financial Partners’ analysis. GPUs are considered crucial hardware for training and running large AI models. Generative AI systems in particular require enormous computing capacity, which is difficult to provide efficiently with classic processor architectures.
According to the analyst, this is exactly where NVIDIA has a clear lead over the competition, as “The Globe and Mail” writes. The graphics chip company has built up a comprehensive ecosystem of hardware, software and developer tools over the years, which has now become the industry standard. Many large cloud providers and technology companies are therefore building their AI platforms on NVIDIA architectures, says Feinseth. According to the expert, this market position could prove to be a decisive competitive advantage in the long term. The more companies around the world invest in artificial intelligence, the greater the demand for NVIDIA hardware, which in turn promotes software and ecosystem development – a dynamic that is extremely beneficial for NVIDIA and is also known as the “flywheel effect.”
Strong growth and high profit margins
The expert from Tigress Financial Partners is also extremely optimistic with regard to the financial indicators forecast for NVIDIA. According to Feinseth’s assessment, the rapid expansion of AI data centers and the high demand for the latest chip generations could lead to significantly increasing revenues in the coming months. According to “Barron’s”, the analyst therefore expects continued strong increases in sales and exceptionally high operating margins. In his opinion, the US group is likely to generate sales of $405.55 billion and EBITDAR of $290.78 billion in the next twelve months. For comparison: In the last financial year, NVIDIA had a total turnover of 215.93 billion US dollars.
From Feinseth’s point of view, the current valuation of NVIDIA shares is also noteworthy. The paper is sometimes traded at valuation multiples that are not significantly higher than those of the broader market, writes “Barron’s” with reference to the analysis. At the same time, the graphics chip manufacturer is growing significantly faster than many other technology companies. This combination of strong growth and relatively moderate valuation is likely to be another reason for Feinseth’s high price target.
A key beneficiary of the AI revolution?
For Tigress Financial analyst Feinseth, it is clear that NVIDIA is at the center of one of the biggest technological changes in the coming years. In his analysis, he essentially describes the company as the infrastructural basis of the AI economy. In his view, if current investment trends continue, NVIDIA could earn indirectly from almost every major AI project worldwide.
Whether the ambitious price target is actually achieved ultimately depends on how sustainable the global AI boom is. For the Tigress analyst, however, the direction is clear: the market for artificial intelligence is growing rapidly – and NVIDIA remains one of its most important beneficiaries for the time being.
Carolin Ludwig, Martina Köhler, editorial team finanzen.net
This text is for informational purposes only and does not constitute an investment recommendation. finanzen.net GmbH excludes any claims for recourse.
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