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Baird Names Nvidia and Micron Top Semiconductor Stocks for 2026

Baird Names Nvidia and Micron Top Semiconductor Stocks for 2026

Author:

Global Cryptocurrency

Published:

2025-12-23 12:22:02

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BTCCSquare news:

Robert W. Baird analyst Tristan Gerra has identified Nvidia and Micron as the standout semiconductor stocks for 2026, citing robust artificial intelligence demand as a key driver. Price targets for both companies were raised significantly—Nvidia to $275 and Micron to $443—reflecting upside potentials of 51.9% and 66.6%, respectively.

Nvidia's Blackwell AI chips face unprecedented demand, with CEO Jensen Huang reporting $500 billion in orders for Blackwell and Rubin chips. Supply constraints mirror those seen in early 2024, underscoring the company's dominant position in AI hardware.

Micron's memory chip supply is even tighter, currently meeting only 50% to 66% of demand. Gerra projects peak earnings of $42 per share by 2027, fueled by new GPU and XPU launches. The analyst, ranked among TipRanks' top performers, maintains Buy ratings on both stocks.

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