NVIDIA is nearing a new record, and there could be more gains ahead. On Monday, shares climbed 2.7%, setting the company up for its third record close this year and its strongest four-day run since October 2025. Here’s what’s fueling the momentum and why the May 20 earnings report might push the stock even higher.
Adding to the momentum, NVIDIA gained about $550 billion in market value in just four trading days. For perspective, only 18 U.S. companies, including NVIDIA, are worth more than that amount.
Although NVIDIA leads the AI chip market, it has lagged other semiconductor stocks this year. Its 15% gain through Friday is less than the increases at Intel and Advanced Micro Devices, which benefited from investor excitement about CPUs for AI tasks. An independent analyst says investors now focus more on electricity supply and CPU bottlenecks, where NVIDIA is less involved.
That may change soon. On May 20, Wall Street expects NVIDIA to report Q1 revenue above $78.6 billion, a 78% increase from last year. Melius Research rates NVIDIA a Buy and sets the highest FactSet-tracked price target, noting the stock trades below its growth rate and at about a 50% discount to AMD, adjusted for options. Sixty-five of 70 analysts rate it a Buy.
Ultimately, NVIDIA’s upcoming earnings will serve as a pivotal moment. A strong beat and positive guidance could propel the stock to fresh highs, cement its current momentum, and reinforce NVIDIA’s leadership as a benchmark for the sector.
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