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Exclusive News NVIDIA Rally? The Market Hasn't Seen Anything YetAuthor: Thomas Hughes. Date Posted: 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's $1 Quadrillion AI IPO
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 minute to comprehend, but this could be a series—not just one—of triple-digit moves 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. That outlook more than doubles the existing two-year revenue projections and suggests NVIDIA's stock price may not yet have been fully unleashed. NVIDIA's Stock Is Deeply Undervalued—50% Upside Is the Minimum Target A $2 gold stock is said to quietly control what may be the largest gold deposit in the world - worth nearly $1 trillion. According to Jim Rickards, an announcement is expected around April 15 that could bring this historic discovery into public view. See the full details on this $2 gold stock before April 15 From a valuation standpoint, there appears to be a meaningful upside. As of mid-March 2026, NVIDIA trades at a 22X forward earnings multiple, which provides no premium relative to the S&P 500. That lack of premium is striking given NVIDIA's central role in AI. Revenue is growing at a scorching pace, consensus forecasts have been consistently conservative, and several comparisons imply sizable price gains ahead. Blue-chip tech names commonly trade at 30–35X forward earnings, suggesting roughly 50% upside from current levels. Looking further out, NVIDIA trades at only 14X its 2030 forecast and 9X its 2035 forecast, implying material long-term appreciation—on the order of 150% in one scenario. If the long-term forecasts turn out to be as understated as the FY2027 and FY2028 projections appear to be, upside could be significantly higher. In that case, gains could run into the 300% range or more. 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" that is driving an outlook reset. MarketBeat tracked no analyst revisions within the first 12 hours of the announcement, but the prevailing sentiment is likely to strengthen rather than weaken. Commentary has broadly been positive: the news boosts confidence, eases concerns about competition, and indicates that the shift toward full-service AI is progressing smoothly. As it stands, 53 analysts rate the stock as a consensus Buy, reflecting a 96% Buy-side bias. No analyst currently lists the stock as a Sell, two rate it Hold, and the consensus price target—up more than 60% over the past 12 months—implies roughly 50% upside from March support levels. The high-end targets imply more than 100% upside and are likely to move higher as the year progresses. Institutions have been piling into NVIDIA during its consolidation phase. MarketBeat data shows institutions provide a solid support base, owning more than 60% of shares and accumulating on balance for five consecutive quarters. Buying activity increased sequentially through 2025 and into early 2026 at roughly a $3-to-$1 buyers-to-sellers pace. That accumulation represents not just support but a tailwind, as institutions are aggressively accumulating amid broader market uncertainty. NVIDIA Market Sets Up for Big Move: Technical Targets Converge So what could spark the next leg up? Q1 FY2027 results aren't due until late May, leaving about two months for the market to digest expectations. In that window, anticipation and FOMO could push the stock higher. Near-term resistance sits at $196; the stock may consolidate around that level until it breaks out, after which it could move quickly. $200 and $210 are additional resistance points that may produce volatility but are unlikely to stop an established advance. Chart action supports a potentially large move. Recent consolidation formed a Bullish Flag on a roughly $90 flag pole anchored near $90, implying a $90 (about 50%) upside from the $180 flag tip as a base case, and up to 100% at the high end. That $360 level lines up with some street-high analyst targets and is on the path toward the highest targets near $400. | 
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