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Special Report NVIDIA Rally? The Market Hasn't Seen Anything YetSubmitted by Thomas Hughes. Published: 3/17/2026. 
Key Points - NVIDIA's stock is deeply undervalued, and the news revealed at GTC proves it.
- The two-year revenue forecast is probably 50% too low, maybe more, and long-term forecasts are also questionable.
- Valuation, growth, comps with peers, analysts, institutional, and technical trends align: 50% upside is the minimum for this stock.
- Special Report: Elon Musk already made me a "wealthy man"
If you think that NVIDIA’s (NASDAQ: NVDA) rally to date has been impressive, just wait for what comes next. News revealed at the GTC developer conference shows the AI boom is still growing — much larger and faster than expected — indicating the potential for another series of triple-digit gains. It may take a moment to absorb, but this could be a series—not just one—of triple-digit advances for this semiconductor stock. CEO Jensen Huang said there is a trillion-dollar revenue opportunity to be realized through 2027, far larger than previously anticipated. So large, in fact, that it more than doubles the existing two-year revenue outlook, suggesting NVIDIA’s stock price may still have significant upside to be unleashed. NVIDIA’s Stock Is Deeply Undervalued—50% Upside Is the Minimum Target From a valuation perspective, the opportunity is substantial. As of mid-March 2026, NVIDIA trades at roughly 22x forward earnings, which implies no premium relative to the S&P 500. Having no premium for NVIDIA is hard to justify: it is at the center of the AI ecosystem. Revenue is accelerating rapidly, consensus forecasts look dated, and multiple valuation comparisons point to sizable price appreciation ahead. Blue-chip tech names, including NVIDIA, commonly trade in the 30–35x forward earnings range, which would imply roughly 50% upside from current levels. The growth outlook adds an even deeper potential. NVIDIA currently trades at about 14x based on 2030 estimates and roughly 9x on 2035 estimates, which sets the stage for a longer-term upside in the neighborhood of 150%. If long-term forecasts are understated to the same degree as fiscal 2027 (FY2027) and FY2028 appear to be, upside could be materially larger. In that scenario, upside could run into the 300% range or higher. Analysts Are Impressed: Institutions Accumulate NVIDIA The analyst response to the GTC news has been notable. Wedbush’s Dan Ives called the trillion-dollar backlog a "stunner" and said it is driving an outlook reset. MarketBeat tracked no analyst revisions within the first 12 hours of the release, but a strengthening of bullish sentiment — rather than a reversal — is expected as analysts digest the news. Commentary generally viewed the announcement as a confidence boost, easing concerns about competition and indicating that the shift toward full-service AI is progressing smoothly. Right now, 53 analysts rate the stock a consensus Buy, with a 96% buy-side bias. No analyst rates the stock as a Sell and only two rate it Hold. The consensus price target, which is up more than 60% on a trailing 12-month basis, implies roughly 50% upside from March support levels. The high-end target already implies over 100% upside and is likely to rise during the year. Institutions have been taking advantage of NVIDIA’s price consolidation. MarketBeat data shows institutional investors providing a solid support base with more than 60% ownership and net accumulation for five consecutive quarters. Buying activity accelerated sequentially in 2025 and into early 2026, with roughly $3 of buying for every $1 of selling. That pattern represents not only strong support but also a tailwind, as institutions are aggressively accumulating amid broader market uncertainty. NVIDIA Market Sets Up for Big Move: Technical Targets Converge The near-term catalyst question remains: what will trigger the next leg up? Q1 FY2027 results aren’t due until late May, giving the market a couple months to price in expectation and fear of missing out. In this environment, anticipation itself can drive the stock higher. Around current levels, $196 looks like a key resistance level; it may cap the price for a time, and then, once breached, the stock could move quickly. $200 and $210 are additional technical resistances likely to create volatility but unlikely to stop a sustained advance once it begins.  Chart action further supports a sizable move. Recent consolidation formed a Bullish Flag with an approximately $90 flagpole. Using the $180 flag tip as a base, that $90 pole implies roughly a $90 (≈50%) move higher as a base case and up to a 100% gain at the high end — roughly $360 — which is in the same neighborhood as the Street-high analyst target of $400. | 
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