Investing.com -- New Street Research added Nvidia to its “best idea list for 2026” after analyst Pierre Ferragu said the company’s latest order figures imply far stronger long-term revenue potential than investors currently expect.

Ferragu cited comments from Nvidia Chief Executive Jensen Huang at this week’s GTC, noting that Huang told attendees: “I see, through 2027, at least $1 trillion.”

New Street Research said investor reaction that the figure was close to expectations was “misplaced,” arguing that it implies Nvidia “will likely materially beat 2027 expectations.”

The firm pointed to Huang’s prior statement at GTC Washington in October 2025, when he stated that Nvidia had “visibility into $0.5 trillion” of cumulative Blackwell and early Rubin demand through 2026.

Ferragu wrote that the update this week means “Nvidia added $500bn of orders since October,” and the company is now “on a run rate of more than $1tn per year for orders today.”

New Street Research concluded the order trajectory suggests Nvidia could be a $1 trillion run-rate business by the end of 2027.

The firm added that this “forces us to add the stock to our best idea list for 2026,” alongside AMD and TSMC.

Ferragu added that at such revenue levels, Nvidia could generate more than $20 of earnings per share and that the shares trade at “less than 10x this today.”