# Wall Street Analysts See 136% Upside for Nvidia, 126% for Micron in AI Infrastructure Boom

Digest AI · Business & Funding · published 2026-09-17T04:11:00Z · updated 2026-09-18T05:36:00Z

Canonical: https://digestai.news/story/nvidia-alphabet-and-micron-trade-at-nearvalue-multiples-analysts-say

## Summary

Wall Street analysts are projecting dramatic upside for two leading AI infrastructure stocks, Nvidia and Micron Technology, as demand for AI‑accelerated hardware continues to surge. According to a select group of analysts, Nvidia could climb to $515 per share—an implied 136% gain from its September 11 close—while Micron might reach $2,200 per share, a 126% upside. The bullish outlook is backed by 58 of 61 covering analysts who maintain buy or strong‑buy ratings on Nvidia.

The optimism stems from Nvidia’s GPU dominance in data‑center AI workloads and the company’s ability to scale production once supply bottlenecks ease. Micron’s high‑bandwidth memory, essential for training large language models, has seen a surge in demand, and the firm recently secured at least $100 billion in strategic customer agreements through 2030, locking in pricing power and margins.

These projections underscore the growing valuation of AI‑hardware providers and highlight how supply constraints and long‑term contracts can amplify earnings. For investors, the upside signals that the AI infrastructure sector remains a high‑growth play, while for the industry, it reflects the critical role of GPUs and memory in powering next‑generation models.

## Key points

- Nvidia could reach $515/share, 136% upside from Sept. 11 close, per 58 of 61 analysts.
- Micron targets $2,200/share, 126% upside, backed by $100B in strategic customer agreements through 2030.
- Supply bottlenecks and long‑term contracts drive pricing power for GPUs and high‑bandwidth memory.

## Why it matters

Projected gains highlight the premium on AI hardware, showing how supply constraints and long‑term contracts can drive valuation and signal sustained growth for the AI infrastructure sector.

## Sources

1. [2 Trillion-Dollar AI Infrastructure Stocks With Up to 136% Upside, According to Select Wall Street Analysts](https://fool.com/investing/2026/09/15/2-trillion-dollar-ai-infrastructure-stocks-up-to-136-upside-according-to-wall-street-analysts) (fool.com, 2026-09-14)
2. [Step Aside, Nvidia: 1 Reason Why Meta Platforms Could Be the Best AI Stock to Buy in 2026.](https://finance.yahoo.com/technology/ai/articles/step-aside-nvidia-1-reason-123600957.html) (finance.yahoo.com, 2026-09-18)
3. [3 AI Growth Giants That Are Looking Like Value Stocks](https://fool.com/investing/2026/09/17/3-ai-growth-giants-that-are-looking-like-value-stocks) (fool.com, 2026-09-17)
4. [Nvidia, AMD, Intel stocks rise after Fed hike: why obvious bearish case is failing](https://invezz.com/news/2026/09/17/nvidia-amd-intel-stocks-rise-after-fed-hike-why-obvious-bearish-case-is-failing) (invezz.com, 2026-09-17)
5. [The AI Stock That Could Beat NVIDIA by 2027](https://247wallst.com/investing/2026/09/16/the-ai-stock-that-could-beat-nvidia-by-2027) (247wallst.com, 2026-09-15)
6. [Nvidia vs. Micron: Which Is the Better Artificial Intelligence (AI) Semiconductor Stock to Own for the Next 5 Years?](https://finance.yahoo.com/technology/ai/articles/nvidia-vs-micron-better-artificial-181300185.html) (finance.yahoo.com, 2026-09-15)

Part of the developing story: [AI Infrastructure Spending Drives Market Optimism](https://digestai.news/thread/nvidia-alphabet-and-micron-trade-at-nearvalue-multiples-analysts-say) (2 stories)

## Cite

Digest AI, "Wall Street Analysts See 136% Upside for Nvidia, 126% for Micron in AI Infrastructure Boom", 17 September 2026, https://digestai.news/story/nvidia-alphabet-and-micron-trade-at-nearvalue-multiples-analysts-say

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