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Nvidia’s 2026 Surge Spurs Upside Bets as Another Stock Split Looks Distant

Nvidia trades near 25 times expected earnings, a level some analysts say leaves room for gains in May.

Overview

  • Nvidia shares climbed about 20% in April, and a Yahoo Finance analysis says past patterns point to further gains in May.
  • At roughly 25 times forward earnings, a move to 32 times in this scenario would imply close to 30% upside by the end of the month.
  • Management reported 73% revenue growth in the fourth quarter and guided for 77% growth in the current quarter, which analysts say supports a premium valuation.
  • Long-term demand expectations remain elevated, with reports citing more than $7 trillion in projected spending on AI data centers that rely on Nvidia chips.
  • Nvidia has split its stock six times since 2000, turning one pre‑2000 share into 480 shares, yet analysts expect the next split only after a sustained price jump from roughly $200 and likely not for years.