NVIDIA-branded server rack with high-speed cabling highlights data center AI infrastructure expansion.

**NVIDIA’s CES announcements position it to continue dominating the AI landscape in 2026. **

Analysts responded favorably to the news, affirming an outlook for a 40% to 90% upside this year.

Institutions are accumulating this stock and have accelerated their activity in the first week of the year.

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Highlights from the CES conference provide numerous reasons to believe NVIDIA’s (NASDAQ: NVDA) stock price will continue rising in 2026, affirming an outlook for a $7 trillion valuation in the not-too-distant future. Sales in China, an accelerated release schedule, and their impact on the market are the primary drivers.

The takeaway for investors is that 2026 will be another pivotal year for this company, and the ample, nearly 40% upside indicated by analysts’ consensus is likely to be a low target, easily reached by year’s end.

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Hurdles remain, but it looks like NVIDIA is on track to resume sales in China. While China is being China, seeking to limit NVIDIA’s dominance and strengthen demand for local products, both it and the U.S. are moving to allow access.

NVIDIA CEO Jensen Huang estimated the business to be worth $50 billion annually, worth approximately 25% growth relative to the 2026 revenue forecast. Even so, with growth expected to remain in the high double digits for the next five years and a mid-teens CAGR for the following five, this technology stock is a deep value.

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Trading at 40x the 2026 earnings estimate, it is less than 10x the 2035 estimate, suggesting **a minimum of 100% upside is likely **over the next few years. A 100% increase in NVIDIA’s stock price by 2035 would align NVIDIA’s price multiple with the S&P 500 average, and that does not include any premium. An advance aligned with historical trends for blue-chip tech leaders, which trade at a 30x to 35x multiple, adds another 10,000 to 15,000 basis points to the upside target. Assuming sales to China are allowed, the value is more profound.

Analysts had a robust outlook for 2026 sales, boosted by news that the Vera Rubin line was already in full production. Expected to be released in the second half of 2026, the line includes six 100% new chips with improved performance and efficiency, designed to support AI inference.