Wall Street analysts publish their one-year price targets for the companies that they cover, and retail investors can use that information to source ideas for stocks that have unusually high upside potential. Normally, the larger a company becomes, the harder it is for that company to grow at a rapid percentage rate, so finding stocks in the trillion-dollar-plus market cap range with big upside isn't common. However, according to the consensus among analysts, two megacaps do have huge upside in the near term: Nvidia (NASDAQ: NVDA) and Microsoft (NASDAQ: MSFT).

According to Yahoo! Finance, Nvidia and Microsoft have average one-year price targets of $256 and $596, respectively. From their closing prices on Monday, those targets indicate about a 40% upside for the chipmaker and a 50% upside for the diversified tech giant. With the long-term annualized average return of the market hovering around 10%, that suggests that these two stocks are no-brainer buys.

Will AI create the world's first trillionaire? Our team just released a report on the one little-known company, called an "Indispensable Monopoly" providing the critical technology Nvidia and Intel both need. Continue »

Nvidia continues to post incredible results

Nvidia is the horse that just keeps on running. Although many investors are growing fatigued by the constant barrage of news about high levels of AI spending, Nvidia shareholders aren't. The graphics processor unit leader reaps a large share of the benefits from all the money being spent by AI hyperscalers, and is growing rapidly as a result.

In its fiscal 2026 fourth quarter, which ended Jan. 25, its revenue rose an impressive 72% year over year. That's a growth rate that software companies with under a $1 billion in quarterly revenue would be thrilled with, yet Nvidia is doing it as a multitrillion-dollar behemoth.

Management also gave a highly positive outlook for the year to come. For fiscal 2027 Q1, it expects revenue of $78 billion. That would amount to 77% growth year over year. (And that guidance figure doesn't include any potential revenue from China, a market that could come back for the company.) So not only is it expecting to grow rapidly, it forecasts that its growth will speed up. Furthermore, the AI buildout isn't expected to wrap up in 2026; many project that it will last through 2030.

This makes Nvidia a no-brainer buy right now, and I won't be surprised to see the stock price skyrocket.

Microsoft hasn't been this cheap in a long time

Microsoft (NASDAQ: MSFT) is having a different problem. It's still a fantastic company and grew its revenue at a 17% clip in its fiscal 2026 second quarter,  which ended Dec. 31 -- one of its best results on that front in the past few years.