The first market scare in 2025 has come from the hand of artificial intelligence. The appearance of China AI, Deepseek, has revolutionized the market by increasing its efficiency, using only 2,000 Nvidia chips, compared to the 16,000 chips used by other companies such as Openai or Google in their tools. Despite the fears that this new app has raised, if something is more than evident, it is the cornerstone and necessary for the development of any AI. This key role will make The American semiconductor company becomes the company with the greatest benefits not only of Wall Street, but also of the entire world, in 2026.
This Monday, Nvidia’s actions suffered their greatest fall in a session since 2020, when almost 17%collapse. This strong decline made the company lose, only in the previous day, 592,000 million dollars of capitalization, The highest loss of value ever registered by a company in a session (To give an example, this fall is as if Inditex [la firma más grande del mercado español] I would have broken almost four times).
However, more or less chips are used to develop AI, the products used for this are those developed by NVIDIA. The American giant herself has tried to placate market alarms and has described Deepseek as an “excellent advance in artificial intelligence” that meets the export controls of the United States technology. He also pointed out that “inference [el trabajo de ejecutar modelos de IA] requires a significant amount of GPU [unidad de procesamiento gráfico] of nvidia and high performance networks “.
From Citi they also point to what Expenditure The Chips must continue to grow strongly at the moment And it also points out that the technology of the Chinese company model is still in an incipient development phase. Citi Tech analysts also estimate that this new tool should not punish Nvidia for three main factors:
- The doubts that the feats of China were made without the use of advanced NVIDIA GPUs to adjust the tool.
- Chips restrictions, which means that US access to more advanced chips is an advantage.
- Stargate investment plans [inversión estadounidense de 500.000 millones de dólares en la construcción de centros de datos de IA] that suggest cyclic tail winds.
The idea that this new Chinese application is still in a very preliminary phase of both development and quality with respect to American technologies is another of the experts’ thesis to remain optimistic with NVIDIA. “The materialization of a real risk related to China’s supremacy in semiconductors would require concrete evidence that has advanced chips higher than the current standards of the industry. However, the predominant consensus among semiconductor experts indicates that, although, although, although, although, although, although, although China has made notable advances in data and algorithms, continues to depend on foreign technology in regards to advanced semiconductors“, says in this regard Alex Fusté, Chief Global Economist de Andbank.
It will be this Nvidia supremacy over the rest that will lead to the semiconductor company to become the company with the greatest benefits around the world in 2026. The consensus of experts figure Its benefits of the year of 2026 at almost 130.5 billion dollarsexceeding those of Alphabet, second of the ranking (124.1 billion) and Apple (120.4 billion).
Until getting there, there is still a part of the road. On February 26, Nvidia will announce its results last year to the market (Those of fiscal year 2025 for the company). In them, analysts expect the Big Tech Announce a net profit of 71,020 million dollars. This data would imply in 139% the figure of the previous year.
The growth of these profits for this 2025 would be another 50% according to the forecasts and, for the first time in its history, Nvidia would exceed the five zeros of benefit, reaching a figure of almost 107,000 million dollars. “Nvidia is on its way to record figures in fiscal year 2025 in a great momentumwhich can significantly reinforce its financial flexibility. The acceleration of Free cash flow driven by AI has contributed to improving its rating. S&P and Moody’s have raised the qualifications (AA3/AA-) to the best of their semiconductor class. Its stock market, close to 3 billion dollars, has risen more than 2,000% in the last five years and maintains one of the lowest debt-capital ratios in the sector“They emphasize from Bloomberg Intelligence.
With this level of profits would be third of Ranking of 2025, behind Apple and Alphabet (in recent years, the world leader had been the Saudi oil company Aramco). By 2026, its benefits would grow another 22% and, on what wins that year, the data would increase 23% in 2027. No company will be able, according to experts, to dethon Nvidia for benefits and in 2027, in 2027, in 2027, in 2027, The figure would even exceed 160.8 billion dollars. All this would mean that in just five years, Nvidia would have multiplied its benefits by 360 since the fever for artificial intelligence in 2022 began with the appearance of Chatgpt (in that year, the company won less than 5,000 million).
Due to the results that harvest in 2025 (exercise 2026) a per per (times that the benefit is collected in the price of the action) of 29.1 times is currently paid. This multiplier descends at 23.7 times by 2026 and 20.1 times by 2027, which represents a reduction of its 30% titles in two years.
However, since Monday, it has been up to 10 investment banks that have reviewed their valuations for the actions of NVIDIA and none of them have modified their estimates. The recent falls have not opened a more profitable opportunity to enter the value, which now presents a bullish potential of 46% to $ 174.60 They estimate the average target price for their shares. This price leaves Nvidia the possibility of reaching The 4 billion dollars of capitalization in the coming months (No company in the world has ever managed to be worth so much in the stock market). 90% of experts advise buying their titles. None recommend selling them. In fact, up to six analysts see the price of Nvidia on the stock market above $ 200, which would raise the technological market value to almost 5 billion.
Calendar of results of ‘The Magnificent Seven’
- January 29: Microsoft, Meta and Tesla
- January 30: Apple
- February 4: Alphabet
- February 6: Amazon
- February 26: Nvidia
#Nvidia #company #greatest #benefits #world