Nvidia Shares Named 'Leading AI Choice': Analyst Highlights CES 2026 as Proof of Company’s Market Strength and Leadership

Nvidia Unveils Innovations at CES 2026

Nvidia Corporation (NASDAQ: NVDA) is making headlines at the 2026 Consumer Electronics Show (CES) with a series of new product launches and major company updates. Industry experts have weighed in on the company’s latest offerings and CEO Jensen Huang’s keynote address, as well as developments from other tech leaders at the event.

Analyst Perspectives on Nvidia’s Performance

• Bank of America Securities: Analyst Vivek Arya continues to recommend buying Nvidia shares, maintaining a price target of $275.
• Rosenblatt: Kevin Cassidy also upholds a Buy rating for Nvidia, setting a price target of $245.

Nvidia’s stock has been trending upward.

Highlights from Jensen Huang’s Keynote

According to Arya, Jensen Huang’s keynote showcased Nvidia’s advancements in next-generation products and reaffirmed the company’s progress in scaling artificial intelligence. Arya noted that Nvidia introduced six new chips as part of the Vera Rubin platform, which is scheduled for release in the latter half of 2026.

“AI scaling is accelerating, with a tenfold increase in model size, five times more token generation, and a tenfold reduction in token costs each year,” Arya commented.

He emphasized Nvidia’s continued leadership in the AI sector, driven by robust demand for its products. Arya also pointed to the new memory storage platform, Nvidia’s dominance in large language models, the expansion of AI into physical applications, and strong demand for the H200 chip in China, pending regulatory approval.

“Nvidia remains at the forefront of AI computing, networking, systems, and its broader ecosystem,” Arya concluded.

Rosenblatt’s Take on Nvidia and the AI Industry

Kevin Cassidy from Rosenblatt observed that the latest product launches from Nvidia and its competitors indicate that the AI revolution is still in its early stages. He remarked that presentations from Nvidia, Intel (NASDAQ: INTC), and Advanced Micro Devices (NASDAQ: AMD) at CES all highlighted the growing global need for enhanced computing power.

Cassidy currently rates Intel stock as a Sell with a $25 price target, while maintaining a Buy rating for AMD with a $300 price target.

He noted that new AI accelerators, which promise significant performance improvements over previous generations, are being introduced to meet developers’ increasing demands for computing resources.

“As long as advancements in performance and efficiency continue, we expect earnings growth to keep pace with rising share prices,” Cassidy stated. He also predicted that AI investments will soon extend beyond data centers into new sectors.

Current Market Snapshot

Nvidia’s Share Price: On Tuesday, Nvidia’s stock rose 0.27% to $187.57, within a 52-week range of $86.63 to $212.19.

Further Reading

• Nvidia Q3: Record Revenue As Blackwell Demand Surges — Huang Says ‘AI Is Going Everywhere’
• Nvidia Unveils Alpamayo AI For Autonomous Vehicles: ‘Chat-GPT Moment’ For Cars

Image credit: JRdes via Shutterstock

Stock Overview

• NVDA (Nvidia Corp): $188.14 (+0.01%)
• AMD (Advanced Micro Devices Inc): $214.02 (-3.19%)
• INTC (Intel Corp): $39.84 (+0.69%)