Bank of America names Nvidia and other stocks as its leading selections for 2026.
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Dec 20 2025
0mins
Should l Buy NVDA?
Source: CNBC
Bank of America's Stock Picks: Bank of America has identified several stocks, including Nvidia, UBS, Estee Lauder, Bruker, and Ametek, as top investment opportunities heading into 2026, highlighting their potential for growth.
Bruker's Positive Outlook: Analyst Michael Ryskin expressed increased confidence in Bruker, noting an anticipated recovery in 2026 and improved end-market conditions, leading to a price target increase from $43 to $60 per share.
Estee Lauder's Growth Potential: Estee Lauder has been added to Bank of America's top picks list, with expectations for significant growth in its overseas business and a price target increase from $120 to $130 per share, driven by innovation and cost-saving strategies.
UBS's Attractive Proposition: UBS has been upgraded to a buy rating, with analysts highlighting its strong earnings growth potential and favorable capital requirements, making it a compelling investment choice for 2026.
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Analyst Views on NVDA
Wall Street analysts forecast NVDA stock price to rise
41 Analyst Rating
39 Buy
1 Hold
1 Sell
Strong Buy
Current: 180.050
Low
200.00
Averages
264.97
High
352.00
Current: 180.050
Low
200.00
Averages
264.97
High
352.00
About NVDA
NVIDIA Corporation is a full-stack computing infrastructure company. The Company is engaged in accelerated computing to help solve the challenging computational problems. The Company’s segments include Compute & Networking and Graphics. The Compute & Networking segment includes its Data Center accelerated computing platforms and artificial intelligence (AI) solutions and software; networking; automotive platforms and autonomous and electric vehicle solutions; Jetson for robotics and other embedded platforms, and DGX Cloud computing services. The Graphics segment includes GeForce GPUs for gaming and PCs, the GeForce NOW game streaming service and related infrastructure, and solutions for gaming platforms; Quadro/NVIDIA RTX GPUs for enterprise workstation graphics; virtual GPU software for cloud-based visual and virtual computing; automotive platforms for infotainment systems, and Omniverse Enterprise software for building and operating industrial AI and digital twin applications.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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- Cost Advantage: With an expense ratio of just 0.03%, investing $10,000 incurs only $3 in annual fees, significantly lowering investment costs and enhancing long-term return potential for investors.
- Long-Term Return Potential: Since its inception in 2001, the ETF has averaged a 9.2% annual total return, meaning a $10,000 investment would be worth over $90,000 today, demonstrating its effectiveness as a wealth-building tool.
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See More
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- Industry Response: The Information Technology Industry Council (ITI) sent a letter to Defense Secretary Pete Hegseth expressing concerns over his designation of a U.S. company as a supply chain risk, indirectly referencing Anthropic, which could jeopardize its future government contracts.
- Contract Dispute: ITI emphasized that contract disputes should be resolved through ongoing negotiations or by selecting alternative suppliers via established procurement channels rather than through emergency measures like supply chain risk designations, which are typically reserved for entities identified as foreign adversaries, reflecting strong opposition to government actions.
- Procedural Protections: The letter referenced the Federal Acquisition Supply Chain Security Act of 2018 and the Federal Acquisition Security Council (FASCSA), highlighting the importance of due process for private companies, including notice and response opportunities before any risk designation is made, underscoring ITI's commitment to procedural fairness.
- Anthropic's Position: Anthropic expressed deep sadness over the decision in a statement, arguing that labeling it as a supply chain risk is unprecedented and historically reserved for U.S. adversaries, which could severely impact its relationship with the Defense Department and the broader tech industry.
See More
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- Market Opening Decline: The intensifying military conflict in Iran caused major indices to open lower on Wednesday, with market sentiment dampened until a rebound around 9:45 a.m. ET, after which leading indices rose by at least 0.6% since mid-morning.
- Tech Stocks Lead Recovery: Tech stocks drove the recovery, with Nvidia up 2.2%, Amazon gaining 3.9%, and Meta Platforms increasing by 2.2%, resulting in a 1.7% rise in the tech-heavy Nasdaq Composite Index.
- Mild Performance of Dow: The impact of tech giants on the price-weighted Dow Jones Industrial Average was milder, with the index rising 0.49%, while the highest-priced shares in this classic index mainly gained less than 1%, indicating weakness in traditional blue-chip stocks.
- Investor Sentiment Cautious: Despite the market rebound, Nvidia is still down 6% over the past week, and Meta and Amazon have only risen 3%, leading investors to express concerns about the sustainability of the AI boom, contributing to increased market volatility reflecting the current economic uncertainty.
See More
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- Market Recovery: Amid escalating conflict in Iran, the Nasdaq Composite rebounded by 1.7%, primarily driven by major tech stocks like Nvidia, Amazon, and Meta, indicating a recovering confidence in the tech sector.
- Tech Stock Performance: As of 2:40 p.m., Nvidia rose by 2.2%, Amazon by 3.9%, and Meta by 2.2%, although these stocks remain below their 52-week highs, reflecting cautious investor sentiment regarding the future of the AI industry.
- Market Volatility: Heightened volatility due to military conflicts and international tensions has increased investor demand for signs of stability, which supported tech stocks during Wednesday's trading despite an uncertain overall economic environment.
- Investor Sentiment: While the Nasdaq's rebound brings short-term optimism, Nvidia's 6% decline over the past week highlights concerns about a potential slowdown in the AI boom, prompting investors to carefully assess future investment opportunities.
See More
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- Market Crash: The KOSPI Index plummeted over 12% on Wednesday, marking its worst single-day decline in history, reflecting a strong market reaction to the Middle East conflict, resulting in an 18% drop this week, the largest weekly loss since 2008, severely impacting investor confidence.
- High Concentration: More than one-third of the KOSPI Index is comprised of Samsung Electronics and SK Hynix, indicating a high level of market concentration, with these two stocks having surged 216% and 356% over the past year, respectively, but their recent sharp declines have significantly increased market risk.
- Retail Investor Exodus: The iShares MSCI South Korea ETF (EWY) experienced a record net outflow of $266 million in just one month, indicating a pessimistic outlook among retail investors, leading to the fund's highest trading volume ever on Tuesday, reflecting heightened market panic.
- Significant Economic Impact: As the 14th largest economy globally, South Korea's heavy reliance on fossil fuel imports from the Middle East means that the current market turmoil could have profound implications for its economic recovery and future growth prospects, especially amid increasing global economic uncertainty.
See More
