Nvidia ,NVDA 4.26%, Even after its unprecedented run-up since 2023, one of the most popular shares in the market remains. The demand for Nvidia’s best-in-class graphics processing units (GPU) has not given up as the AI computing capacity has not been fulfilled. The stock has been left very upside down, but the next milestone is priced at $ 200 share.
Currently, Nvidia is around $ 145, but it has broken the first $ 150. This means that the stock needs to increase by about 40% to reach $ 200, but can it do so by the end of 2026?
Image Source: Nvidia.
GPU growth is over
The price of $ 200 share would mean that it will have a market cap close to $ 5 trillion. $ 4 trillion company never occurred, $ 5 trillion one alone. So if it collides with $ 200 and simply keeps growing slightly, it will make a record on the way.
But this is the stock in the last few years. We have never seen a company of Nvidia size growing as fast as it has, maintaining that development alone in three years time time. In the 2026 financial first quarter (end on 28 April), the revenue grew by 69% in the year to $ 44.1 billion, and the second quarter growth is expected to be around 50% year -on -year.
All this is due to the huge demand that it is experiencing. The GPU has become a computing hardware of choice for AI model, mainly due to his ability to handle acute charge.
They can process many calculations in parallel, and units can be added to groups to increase that effect. This allows these data centers to train the AI model on giant data sets that will take years to process a traditional PC.
Even if demanded Nvidia’s GPU Already high, it is expected to grow even more over the next few years. AI Hypersscalers have announced a record expenditure for this year.
But the construction of the data center is a multier function. As a result, investors should not be surprised if the AI Hyiperscllars announced further growth at high levels before this year.
It supports a third-party projection management that was quoted during its 2025 GTC event that the data center capital expenditure in 2024 was $ 400 billion and is expected to rise to $ 1 trillion by 2028. If this is true, chipmekar will continue to grow rapidly.
NVIDIA business has fuel to continue growing, but can it hit $ 200 per share by 2026?
$ 200 stock price is not out of question
There are some ways to calculate the price of future share. You can start with $ 200 and see what the notion of development is, or you can assume an evaluation and apply the expected increase, then check to see if he works with the stock price target. I like the latter method because it allows you to get an estimated stock price, even if it is not the answer that is expected to you.
Wall Street analysts expected a revenue of $ 200 billion for FY 2026 and approximately $ 250 billion for FY 2027, indicating 53% and 25% revenue growth respectively. Whether the revenue of $ 250 billion should increase and the company has a 50% profit margin (it is currently 52%, but is 55% more), then it will produce $ 125 billion in advantage.
NVIDIA share count has decreased over the years, but suppose the counting of today is the same by the end of 2026. If this was so, the earnings per share (EPS) would be $ 5.12.
Finally, let’s check the historical assessment of Nvidia whether the price of $ 200 shares is appropriate.
NVDA PE Ratio Data by Ycharts; PE = price for earning.
Nvidia stock Currently trades on earning 46 timesIf we collide below 40 to 40 (to make up for slowing down the growth), then the stock will cost around $ 205 at the end of next year.
Therefore, even the stock price with some conservative estimates (several in falling margin and several in a declining earnings), NVidia’s stock will still increase to hit $ 200 by the end of 2026. This creates a smart purchase, as this return will provide investors to next year. Probably will crush the market.
