NVIDIA Management
Management Kriterienprüfungen 3/4
NVIDIA CEO ist Jensen Huang , ernannt in Apr 1993, hat eine Amtszeit von 33.33 Jahren. Die jährliche Gesamtvergütung beträgt $36.34M , bestehend aus 4.1% Gehalt und 95.9% Boni, einschließlich Aktien und Optionen des Unternehmens. besitzt direkt 3.55% der Aktien des Unternehmens, im Wert von $184.87B . Die durchschnittliche Betriebszugehörigkeit des Managementteams und des Verwaltungsrats beträgt 17.1 Jahre bzw. 13.1 Jahre.
Wichtige Informationen
Jensen Huang
Geschäftsführender
US$36.3m
Gesamtvergütung
| Prozentsatz des Geschäftsführergehalts | 4.12% |
| Amtszeit als Geschäftsführer | 33.3yrs |
| Eigentum des Geschäftsführers | 3.6% |
| Durchschnittliche Amtszeit des Managements | 17.1yrs |
| Durchschnittliche Amtszeit der Vorstandsmitglieder | 13.1yrs |
Jüngste Management Updates
Recent updates
Seeking Alpha • Aug 23
Nvidia Stock May Plunge After Earnings, Even If It Beats
Summary Nvidia faces elevated expectations ahead of earnings, with the market pricing in strong growth and a high bar for outperformance. Options and technical analysis indicate asymmetric post-earnings risk, with limited upside and potential for a sharp decline to $190 support. Positive gamma positioning may cap NVDA’s upside while slowing initial declines, but a break below $210 could accelerate downside volatility. Despite a history of beating estimates, NVDA’s post-earnings moves often remain within options-implied ranges, limiting outsized gains. Read the full article on Seeking Alpha
Neues Narrative • Aug 17
NVDA Is Priced for a Decade of Growth — The Real Risk Is "How Long," Not "If"
NVIDIA posted $81.6B in Q1 FY27 revenue (+85% YoY), with the Data Center segment up 92% YoY to $75.2B. Q2 FY27 guidance ($91.0B ±2%, reporting August 26, 2026) implies sequential momentum is intact — though management explicitly excludes any Data Center compute revenue from China, a reminder that reported growth no longer includes that market.
Narrative-Update • Aug 12
The May 20 catalyst resolved as a beat: raising my base fair value from $167 to ~$250
Scoring the thesis. My base case framed the 20 May FY2027 Q1 print as the defining test, and it landed decisively bullish: record revenue of $81.6B (+85% YoY, +20% QoQ) versus the ~$78.8B Street estimate; Data Center $75.2B (+92% YoY), about 87% of revenue — exactly the mix my base case assumed; gross margin ~75%, a touch better than the 74% I modelled; and roughly $20B returned to shareholders.
Narrative-Update • Jul 31
NVDA: AI Infrastructure Commitments And Capital Returns Will Extend Data Center Supercycle
Analysts lifted their Nvidia price target to $330 from $310, citing continued strength in AI data center demand, tighter supply across key components, and reinforced confidence in the company’s role at the center of surging hyperscaler and enterprise AI infrastructure spending. Analyst Commentary Recent research around Nvidia shows a wide range of views on how much AI infrastructure spending, product execution, and competitive moves are already reflected in the stock.
Narrative-Update • Jul 16
NVDA: AI Infrastructure Demand And Export Controls Will Shape Future Returns Balance
Nvidia's analyst price target has been raised to $330 from $310, with analysts pointing to strong AI data center demand, rising hyperscaler and cloud AI capex, and continued confidence in the company's full stack GPU and CPU leadership as key supports for the higher valuation framework. Analyst Commentary Recent research on Nvidia shows a wide range of viewpoints, even as many price targets move higher.
Narrative-Update • Jun 30
NVDA: AI Data Center Demand And CPU Expansion Will Sustain Leadership
Nvidia's updated analyst price target has shifted from about $335 to roughly $405 per share. Analysts point to a higher assumed revenue growth outlook tied to AI data center demand, tighter CPU and GPU networking integration, and ongoing CPU opportunities highlighted in recent research as key factors behind the change.Narrative-Update • Jun 16
NVDA: AI Infrastructure Demand And Export Controls Will Shape Future Stock Leadership
Analysts have raised their fair value estimate for Nvidia stock from $184.19 to $194.77, citing higher assumed revenue growth, stronger profit margins, and a lower future P/E multiple as they factor in continued demand for AI infrastructure and Nvidia's role across GPUs, CPUs, and networking. Analyst Commentary Wall Street coverage of Nvidia stock remains active, with a long list of recent reports adjusting price targets and framing expectations around AI infrastructure demand, product ramps, and competitive positioning.Analyseartikel • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Analyseartikel • Jun 12
Software stocks just gave investors a masterclass
Software stocks crashed on fears AI would make them obsolete, then they came roaring back. This edition of Market Insights aims to hand investors a repeatable playbook for separating real risk from market panic.Analyseartikel • Jun 02
We Think Shareholders Should Be Aware Of Some Factors Beyond NVIDIA's (NASDAQ:NVDA) Profit
Even though NVIDIA Corporation ( NASDAQ:NVDA ) posted strong earnings recently, the stock hasn't reacted in a large...Narrative-Update • Jun 02
NVDA: AI Infrastructure Backlog And Capital Returns Will Extend Data Center Supercycle
Analysts have lifted their NVIDIA fair value estimate from $268.61 to $296.81, reflecting higher projected profitability and AI infrastructure demand, as well as ongoing price target increases across recent research that highlights the Blackwell and Rubin platforms, data center visibility through 2027, and expanded capital return plans. Analyst Commentary Recent research around NVIDIA centers on how durable its AI leadership and earnings power could be, and what risks might justify more cautious valuation frameworks.
Narrative-Update • May 12
NVIDIA's AI Vision Will Continue To Propel Its Market Dominance
Nvidia has delivered on its growth plan even faster than expected. While eventual competition is expected and will limit their outsized margins, Nvidia's dominance and the AI future it envisions has been well provenNeues Narrative • May 07
NVIDIA: The Indispensable Backbone of the AI Revolution
NVIDIA Corporation is not just another semiconductor company — it is the foundational infrastructure layer upon which the entire AI economy is being built. But even the best companies can be overbought.Narrative-Update • May 04
NVDA: AI Backlog Visibility And Export Controls Will Shape Future Leadership
Analysts lifted the price target for Nvidia shares by $3 to reflect slightly higher fair value estimates, modestly lower discount rates, and updated expectations for revenue growth, profit margins, and future P/E after a wave of upbeat research that points to sustained AI demand and broadening partnerships around the company’s platform. Analyst Commentary Recent research coverage around Nvidia highlights a wide range of opinions, with many firms updating models after the latest earnings, GTC announcements, and management commentary on long term AI demand.
Neues Narrative • Apr 30
Sustainable Dominance: Justifying a $270 Fair Value
Catalysts The Rubin Supercycle : The successful shipment of Vera Rubin systems in late 2026—offering up to 10x better performance per watt —ensures that competitors cannot erode market share. This keeps hardware demand "off the charts".
Neues Narrative • Apr 22
NVIDIA Is the Best Business in America. That Doesn't Mean You Should Buy It.
NVIDIA closed fiscal 2026 with $96.6 billion in free cash flow, $54.1 billion of net cash on the balance sheet, and 71% gross margins. The crowd is looking for the right moment to sell.Narrative-Update • Apr 19
NVDA: Trillion Dollar AI Backlog Will Extend Data Center Supercycle
Narrative Update Nvidia's updated analyst price target edges higher by about $0.40 to roughly $268.61, as analysts factor in slightly stronger revenue growth expectations, modestly lower discount rates, and a still-elevated future P/E near 29x despite a small trim to projected profit margins. Analyst Commentary Recent Street research around Nvidia clusters around confidence in the AI data center story, with a wide range of firms updating models and price targets after earnings and the GTC conference.
Narrative-Update • Apr 19
NVIDIA – Launch of Open-Source “Ising” Quantum AI Models to Accelerate Scalable Quantum Computing
Author: Qudus Adebara (Founder of Wane Investment House) NVIDIA has unveiled the world’s first open-source family of quantum AI models, NVIDIA Ising , marking a major step toward making quantum computing practical, scalable, and commercially viable. The Ising model suite is designed to address two of the most critical bottlenecks in quantum computing— processor calibration and quantum error correction —using advanced AI techniques to enhance performance, reliability, and scalability of quantum systems.Neues Narrative • Apr 07
NVIDIA will see a profit margin surge of 55% in the next 5 years
1. The Undisputed King of AI Infrastructure NVIDIA’s dominance in the AI chip market is not merely a transient trend but a structural, long-term leadership position.Narrative-Update • Apr 05
NVDA: Trillion Dollar AI Backlog Will Sustain Multi-Year Infrastructure Supercycle
Analysts have nudged NVIDIA's fair value estimate slightly lower to $268.22 while keeping revenue growth and margin assumptions effectively unchanged. They cite a series of higher price targets and upbeat GTC takeaways as support for a still robust AI demand outlook and a modestly lower future P/E of about 28.9x.Narrative-Update • Mar 22
NVDA: Trillion Dollar AI Backlog Will Support Multi-Year Infrastructure Supercycle
The analyst fair value estimate for Nvidia has been raised from $253.02 to $269.23. Analysts cite higher modeled revenue growth, continued AI data center demand, and expanding use cases beyond data centers as key factors supporting a lower future P/E assumption and the higher price target.Analyse der Geschäftsführervergütung
| Datum | Gesamtvergütung | Gehalt | Unternehmensgewinne |
|---|---|---|---|
| Apr 26 2026 | n/a | n/a | US$160b |
| Jan 25 2026 | US$36m | US$1m | US$120b |
| Oct 26 2025 | n/a | n/a | US$99b |
| Jul 27 2025 | n/a | n/a | US$87b |
| Apr 27 2025 | n/a | n/a | US$77b |
| Jan 26 2025 | US$50m | US$1m | US$73b |
| Oct 27 2024 | n/a | n/a | US$63b |
| Jul 28 2024 | n/a | n/a | US$53b |
| Apr 28 2024 | n/a | n/a | US$43b |
| Jan 28 2024 | US$34m | US$997k | US$30b |
| Oct 29 2023 | n/a | n/a | US$19b |
| Jul 30 2023 | n/a | n/a | US$10b |
| Apr 30 2023 | n/a | n/a | US$5b |
| Jan 29 2023 | US$21m | US$997k | US$4b |
| Oct 30 2022 | n/a | n/a | US$6b |
| Jul 31 2022 | n/a | n/a | US$8b |
| May 01 2022 | n/a | n/a | US$9b |
| Jan 30 2022 | US$24m | US$996k | US$10b |
| Oct 31 2021 | n/a | n/a | US$8b |
| Aug 01 2021 | n/a | n/a | US$7b |
| May 02 2021 | n/a | n/a | US$5b |
| Jan 31 2021 | US$19m | US$1m | US$4b |
| Oct 25 2020 | n/a | n/a | US$4b |
| Jul 26 2020 | n/a | n/a | US$3b |
| Apr 26 2020 | n/a | n/a | US$3b |
| Jan 26 2020 | US$11m | US$997k | US$3b |
Vergütung im Vergleich zum Markt: JensenDie Gesamtvergütung ($USD36.34M) liegt über dem Durchschnitt von Unternehmen ähnlicher Größe auf dem Markt US ($USD14.46M).
Entschädigung vs. Einkommen: JensenDie Vergütung des Vorstandsvorsitzenden entsprach im vergangenen Jahr der Unternehmensleistung.
Geschäftsführer
Jensen Huang (63 yo)
33.3yrs
Amtszeit
US$36,343,829
Vergütung
Mr. Jen-Hsun Huang, also known as Jensen, co-founded NVIDIA Corp in April 1993 and has been its Chief Executive Officer since April 1993 and served as its President since April 1993 until 2026. Mr. Huang c...
Führungsteam
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 33.3yrs | US$36.34m | 3.55% $ 184.9b | |
| Executive VP & CFO | 12.9yrs | US$14.34m | 0.020% $ 1.0b | |
| Executive Vice President of Operations | 17.6yrs | US$14.29m | 0.0080% $ 418.1m | |
| Executive VP | 9.6yrs | US$14.28m | 0.013% $ 655.3m | |
| Executive Vice President of Worldwide Field Operations | 20.7yrs | US$14.78m | 0.015% $ 786.9m | |
| Co-Founder | 33.6yrs | US$320.00k | keine Daten | |
| Chief Accounting Officer | less than a year | keine Daten | keine Daten | |
| Chief Scientist & Senior VP of Research | 17.6yrs | keine Daten | keine Daten | |
| Vice President of Investor Relations & Strategic Finance | no data | keine Daten | keine Daten | |
| Vice President of Corporate Communications | no data | keine Daten | keine Daten | |
| Chief Marketing Officer | less than a year | keine Daten | keine Daten | |
| Senior Vice President of Advanced Technology Group | 16.6yrs | keine Daten | keine Daten |
17.1yrs
Durchschnittliche Betriebszugehörigkeit
61yo
Durchschnittliches Alter
Erfahrenes Management: Das Managementteam von NVDA ist erfahren und erfahren (durchschnittliche Amtszeit von 17.1 Jahren).
Vorstandsmitglieder
| Name | Position | Amtszeit | Vergütung | Eigentümerschaft |
|---|---|---|---|---|
| Co-Founder | 33.3yrs | US$36.34m | 3.55% $ 184.9b | |
| Independent Director | 17.9yrs | US$363.81k | 0.13% $ 6.8b | |
| Independent Director | 28.7yrs | US$363.81k | 0.014% $ 753.1m | |
| Independent Director | 32.8yrs | US$363.81k | 0.029% $ 1.5b | |
| Independent Director | 13.1yrs | US$363.81k | 0.0015% $ 79.0m | |
| Independent Director | 33.2yrs | US$363.81k | 0.12% $ 6.4b | |
| Director | less than a year | keine Daten | 0.000010% $ 520.1k | |
| Independent Director | 3.1yrs | US$363.81k | 0.000010% $ 520.1k | |
| Lead Independent Director | 7.4yrs | US$363.81k | 0.00070% $ 36.4m | |
| Independent Director | 5.8yrs | US$363.81k | 0.00010% $ 5.2m | |
| Independent Director | 6.1yrs | US$363.81k | 0.000060% $ 3.1m |
13.1yrs
Durchschnittliche Betriebszugehörigkeit
68yo
Durchschnittliches Alter
Erfahrener Vorstand: NVDADie Vorstandsmitglieder sind sehr erfahren ( 13.1 ).
Unternehmensanalyse und Finanzdaten Status
| Daten | Zuletzt aktualisiert (UTC-Zeit) |
|---|---|
| Unternehmensanalyse | 2026/08/24 00:29 |
| Aktienkurs zum Tagesende | 2026/08/24 00:00 |
| Gewinne | 2026/04/26 |
| Jährliche Einnahmen | 2026/01/25 |
Datenquellen
Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.
| Paket | Daten | Zeitrahmen | Beispiel US-Quelle * |
|---|---|---|---|
| Finanzdaten des Unternehmens | 10 Jahre |
| |
| Konsensschätzungen der Analysten | +3 Jahre |
|
|
| Marktpreise | 30 Jahre |
| |
| Eigentümerschaft | 10 Jahre |
| |
| Verwaltung | 10 Jahre |
| |
| Wichtige Entwicklungen | 10 Jahre |
|
* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.
Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.
Analysemodell und Schneeflocke
Details zum Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite; außerdem bieten wir Leitfäden zur Nutzung unserer Berichte und Tutorials auf Youtube an.
Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.
Metriken für Industrie und Sektor
Unsere Branchen- und Sektionskennzahlen werden alle 6 Stunden von Simply Wall St berechnet. Details zu unserem Verfahren finden Sie auf Github.
Analysten-Quellen
NVIDIA Corporation wird von 94 Analysten beobachtet. 56 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.
| Analyst | Einrichtung |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |