Nvidia (NVDA) and Broadcom (AVGO) have both been big winners from the AI boom, but they offer very different ways to invest in artificial intelligence. Using TipRanks’ Stock Comparison Tool, we compared these stocks across key metrics to find out which stock analysts see offering more upside ahead in 2026.
Claim 70% Off TipRanks Premium
- Unlock hedge fund-level data and powerful investing tools for smarter, sharper decisions
- Stay ahead of the market with the latest news and analysis and maximize your portfolio's potential
Nvidia leads the market in AI chips used to power data centers, while Broadcom works more behind the scenes, providing networking, custom chips, and infrastructure that keep those data centers running smoothly. In 2025, NVDA stock gained around 26%, while AVGO saw a higher gain of 47%. Let’s dig deeper into what lies ahead for 2026.
Is NVDA a Good Stock to Buy?
Nvidia’s bull case rests on its dominance at the center of the AI revolution. The company’s GPUs remain the gold standard for training and running large AI models, with demand from hyperscalers and enterprises continuing to outstrip supply. In Q3 2025, Nvidia generated over $50 billion in revenue, underscoring the scale of AI-driven demand. Looking ahead, the company has visibility into more than $500 billion in potential orders for its upcoming Blackwell and Rubin platforms through 2026.
Nvidia also benefits from a powerful ecosystem, including its CUDA software platform, which creates high switching costs and strengthens customer loyalty. Compared with Broadcom, Nvidia offers more direct exposure to AI compute growth, meaning it stands to benefit the most if spending on AI infrastructure continues to accelerate. While valuation is rich, bulls argue Nvidia’s unmatched leadership, pricing power, and visibility into future demand justify the premium.
Nvidia Stock Forecast 2026
Among the Wall Street bulls, five-star-rated analyst Mark Lipacis at Evercore ISI holds the Street-high price target of $352 on Nvidia, implying more than 85% upside. Lipacis argues that Nvidia’s strong earnings performance and robust growth outlook reinforce its leadership in the AI market. He also noted that the company’s combined revenue forecast of $493 billion for 2025 and 2026 could prove conservative, given the sustained strength in AI demand.
Meanwhile, Tigress Financial’s top-rated analyst Ivan Feinseth maintains a Buy rating on Nvidia with a $350 price target. Feinseth calls Nvidia a “must-own core holding” for AI-focused investors, citing the company’s dominance across GPUs, networking, and its full software stack, which has become the industry standard for AI training and inference across cloud, enterprise, and government data centers.
Overall, analysts are strongly bullish on NVDA stock, with 39 of the 41 analysts covering the stock giving it a Buy rating. Meanwhile, NVDA’s average stock price target of $263.62 indicates 40% upside potential from current levels.
Is AVGO a Good Stock to Buy?
Broadcom’s bull case centers on stability, diversification, and consistent execution. Unlike Nvidia’s reliance on GPU demand cycles, Broadcom generates revenue across networking, custom AI chips, and a highly profitable software business that delivers steady cash flow. Its exposure to AI is less flashy but deeply embedded in data center infrastructure, giving it durable, long-term demand.
Compared with Nvidia, Broadcom offers a more balanced risk profile, supported by diversified revenue streams across semiconductors and infrastructure software. In the fourth quarter of fiscal 2025, Broadcom’s sales rose 28.2% year over year to $18.02 billion, driven by strong demand for AI semiconductor solutions and continued momentum in its software business. AI-related revenue surged 74% year over year, while total semiconductor solutions revenue climbed 61%. At the same time, infrastructure software revenue increased 39% to $6.94 billion, highlighting the strength of Broadcom’s dual-engine growth model.
Broadcom Stock Forecast
J.P. Morgan has named Broadcom its top pick in the semiconductor sector, forecasting $55 billion to $60 billion in AI-related revenue for fiscal 2026. Five-star analyst Harlan Sur maintains a Buy rating on the stock with a $475 price target, implying roughly 37% upside from current levels. Sur notes that data-center capital spending could rise another 50% in 2026, following an estimated 65% jump in 2025. He expects this surge to benefit hardware companies across the semiconductor supply chain, including memory chip and networking equipment makers.
Meanwhile, top-rated Cantor Fitzgerald analyst C.J. Muse has a Street-high price target of $525 on Broadcom, suggesting over 50% upside. Muse anticipates Broadcom’s AI chip revenue to more than double in 2026, driving earnings per share to at least $10.70, with further growth expected in 2027 to around $13.50 EPS.
Currently, Wall Street has a Strong Buy consensus rating on Broadcom stock based on 27 Buys and two Holds assigned over the last three months. The average AVGO stock price target of $461.42 indicates 34.36% upside potential from current levels.
Conclusion
Both Nvidia and Broadcom stand to benefit from the AI boom, but while Nvidia leads in GPUs and AI platforms, Broadcom is poised for strong gains in AI-related chips and networking hardware. Analysts see significant upside in both, with NVDA driven by AI adoption across platforms and AVGO by expanding data-center spending and robust earnings forecasts.