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NVIDIA Analysts Say Buy Ahead of Q4 Earnings, With Conviction
Submitted by Thomas Hughes. Date Posted: 2/16/2026.
Key Points
- NVIDIA analysts are robustly bullish ahead of the Q4 2025 earnings report.
- A convergence of factors suggests this stock could rise by 100% to 200% over the next few years.
- Catalysts include the Q4 release, 2026 guidance, and the GTC developer conference.
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If you're wondering whether NVIDIA (NASDAQ: NVDA) is a Buy ahead of its Q4 2025 earnings release, the odds look favorable. Analyst sentiment, institutional activity, valuation, and technical setups together suggest this rally may be about halfway complete.
NVIDIA could climb from the roughly $180 level to well over $360, and potentially to $520 or higher over time. What could move the stock? There are a few catalysts coming up: Q4 results due in late February are expected to be strong, and the annual GTC developer conference in mid-March is likely to drive industry-wide momentum.
Analyst Trends Show NVIDIA as a Deep-Value Opportunity
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Despite concerns around growth and margins, analyst trends point to a bullish posture and a deep-value opportunity for investors. MarketBeat's data shows analyst coverage has swelled over the trailing 12 months to 52 analysts, who rate the stock a Buy with a 96% Buy-rating bias and a consensus price target implying roughly 45% upside.
That 45% consensus understates recent directional pressure: price-target increases and above-consensus initiations skew toward the high end of the range. A move to $352 would represent about 95% upside for investors, and may not be the end of the run.
Recent updates highlight this tone. GF Securities is looking to the GTC conference for catalysts such as co-packaged optics, a rack-scale language-processing solution, and other hardware updates. UBS is also bullish on the pre-release setup, citing favorable supply-chain checks, persistent investor doubts despite optimistic management, and relatively muted share-price action in recent months.
NVIDIA Stock Is Wound Up and Ready to Advance in Early 2026
The technical setup is bullish. NVIDIA has been consolidating and has formed a Bullish Pennant pattern — a consolidation that often precedes a continuation of the prior rally. If confirmed, the typical implication is a price advance roughly equal to the prior rally in dollar terms at the low end of the target range, and equal to the prior rally in percentage terms at the high end. In this instance, that equates to an advance worth about $90 (roughly a 50% gain) at the conservative end and up to 100% at the high end. 
The technical picture is reinforced by valuation. NVIDIA commands a premium versus current-year peers because of its growth profile, yet the market has not fully priced in its long-term potential. As presented here, NVIDIA trades at under 10X its 2035 forecasted earnings, which implies the possibility of a 100% to 200% rise by that year.
A 100% advance would align NVIDIA's 2035 valuation with the broad-market average on a current-year basis. If the company retains a blue-chip tech premium, it could trade above 30X 2035 earnings, which would translate into roughly a 200% stock-price advance by 2035.
Institutions Are Aggressively Accumulating NVIDIA in Early Q1 2026
Institutional data from MarketBeat shows heavy institutional accumulation. Institutions own about 65% of outstanding shares and have been net buyers, with roughly $3.50 purchased for every $1 sold on a trailing 12-month basis, and that ratio ramping to more than $4.50 bought per $1 sold in early 2026. That buying provides a solid support base on pullbacks — limiting downside risk while offering a tailwind for any rally.
Given this backdrop, NVIDIA is likely to trade within its current range until upcoming catalysts — earnings and GTC — provide a directional trigger, now only a few weeks away.
3 Under-the-Radar AI Infrastructure Stocks Powering the Next Buildout
By Bridget Bennett. Article Posted: 2/20/2026.
Key Points
- The AI buildout is shifting attention from mega-cap leaders to land, power, and resources that data centers physically require.
- Two REITs and one utility offer “picks and shovels” exposure to AI demand without needing to pick a winning chip or platform.
- The thesis centers on data center constraints—site availability, electricity access, and cooling resources—rather than hype cycles.
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The so-called “Mag 7” stocks may be cooling off, but that doesn’t mean the artificial intelligence story is over. In a recent conversation with Marc Lichtenfeld of The Oxford Club, the focus moved away from the biggest headline names and toward less obvious businesses enabling the AI boom—especially the “picks and shovels” behind the data center buildout.
Lichtenfeld noted that the recent softness in mega-cap tech isn’t surprising after years of exceptional gains, adding, “It’s really not a big surprise when you’ve had some of these stocks like Broadcom and Nvidia just go on these incredible runs over the last few years.” From there, he looks to companies supplying what every AI buildout needs: land, power, and resources.
The “Picks and Shovels” Approach to AI Investing
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Instead of guessing which platform or chipmaker wins the next inning of AI, Lichtenfeld looks for companies that can benefit regardless of who dominates. The goal is to own the businesses that are “feeding” the ecosystem—those getting paid by hyperscalers and AI leaders for capacity, infrastructure, and essential inputs.
That framework produced three names operating in a different part of the AI supply chain than many investors consider.
Prologis and the Race to Control Data Center Land and Power
Prologis Inc. (NYSE: PLD) is a real estate investment trust best known for warehouses and industrial facilities—but Lichtenfeld argues it can become a major “landlord” for data centers.
Why? Data centers need land and power, and Prologis has both. Lichtenfeld highlighted the company’s ability to supply 5.7 gigawatts of power and pointed to 15,000 acres in Texas positioned for data center development. That combination matters because AI capacity constraints aren’t theoretical—hyperscalers are racing to build.
Financially, Prologis already showed momentum before the data center story fully hit: revenue rose 7% in 2025. It also fits an income angle, yielding around 3% and continuing a long dividend-growth streak with another recent raise.
For investors seeking AI exposure with a real estate backbone, Prologis offers a direct way to play the question of where all those servers will actually go.
Gladstone Land and the Unexpected Value of Water Rights in the AI Economy
Gladstone Land Corporation (NASDAQ: LAND) isn’t building data centers. It’s a farmland REIT—and that is precisely why it’s interesting in this context.
Lichtenfeld’s view is that the AI buildout can indirectly lift the value of certain rural land, especially where water access is scarce and strategically important. Data centers require large amounts of water for cooling, and Gladstone holds 55,000 acre-feet of water rights, mainly across California and Arizona. He also pointed to the company’s property sales at sizable premiums as evidence the market is already repricing some of these assets. Meanwhile, investors are paid to wait: Gladstone offers roughly a 5% yield and pays monthly.
It’s an unconventional “AI economy” idea—less about servers and more about the real-world constraints that determine where those servers can be built.
Black Hills and the Quiet Utility That Could Benefit From the Data Center Migration
Black Hills Corporation (NYSE: BKH) is an electric utility with natural gas exposure, and Lichtenfeld sees it well positioned as data centers expand into lower-cost regions.
Wyoming has become attractive for data centers because of land availability and competitive electricity costs, and Black Hills operates within that footprint.
Lichtenfeld emphasized this isn’t a “triple overnight” kind of stock—it’s a utility—but the setup points to steady, durable demand growth as new campuses come online.
The income component is tangible: Black Hills yields about 3.8% and has raised its dividend every year since 1971, supported by a long corporate history and a culture that prioritizes consistency.
Asked when AI-related impact might become clearer, Lichtenfeld said, “I think we’ll see it in 2026.” For investors seeking AI-linked exposure with a defensive profile, that timeline and business model may be exactly the point.
Why This Conversation Matters Now
The throughline from Lichtenfeld’s interview is that AI investing doesn’t have to rise or fall with the Mag 7’s next quarter. When mega-caps pause, the market often begins rewarding the next layer of beneficiaries—the companies that provide what the trend physically requires.
Data centers don’t run on hype. They run on land, electricity, and resources. That’s why these three names—two REITs and a utility—represent the infrastructure side of AI that many investors overlook.
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