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Nvidia’s stock has room to run, but analysts see more upside for six chip makers

Emily Bary,Philip van Doorn
~1 minute

Deep Dive

Heavily favored semiconductor stocks include Micron, Marvell and AMD

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The semiconductor sector has pulled back from its highs, and analysts see upside for many hot names in the industry. Photo: Getty Images

The semiconductor space has been an important driver for the stock market, helped especially by Nvidia Corp.’s dramatic sales growth — the company’s most recent quarterly revenue was 4.5 times as high as it was two years earlier.

Even though Nvidia NVDA isn’t expected to grow at anywhere near that rate going forward, the company still is projected to see rapid expansion. It ranked fourth on our screen last week of semiconductor companies expected to increase their revenue most quickly through calendar 2026 .