NVIDIA (NVDA) Aperçu de l'action
NVIDIA Corporation est une entreprise spécialisée dans les infrastructures d'intelligence artificielle à l'échelle des centres de données, présente aux États-Unis, à Taïwan, en Chine, à Hong Kong, en Europe et à l'échelle internationale. Plus de détails
| Score flocon de neige | |
|---|---|
| Évaluation | 4/6 |
| Croissance future | 6/6 |
| Performances passées | 5/6 |
| Santé financière | 6/6 |
| Dividendes | 0/6 |
Récompenses
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NVDA Community Fair Values
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NVIDIA Corporation Concurrents
Historique des prix et performances
| Historique des cours de bourse | |
|---|---|
| Prix actuel de l'action | US$223.96 |
| Plus haut sur 52 semaines | US$236.54 |
| Plus bas sur 52 semaines | US$164.07 |
| Bêta | 2.22 |
| Variation sur 1 mois | 6.16% |
| Variation sur 3 mois | 1.44% |
| Variation sur 1 an | 23.01% |
| Variation sur 3 ans | 411.87% |
| Variation sur 5 ans | 1,022.61% |
| Évolution depuis l'introduction en bourse | 545,930.82% |
Nouvelles et mises à jour récentes
Seeking Alpha • 23h
Nvidia's Stock Is Completely Mispriced
Summary Nvidia Corporation's stock is up roughly 20% over the last 12 months, while revenue grew 85% and non-GAAP EPS grew 140%, a disconnect that leaves the shares mispriced. Q1 FY27 delivered $81.6B in revenue, up 85%, with a record $48.6B in free cash flow and gross margin holding at 75%. The new reporting split shows $37B coming from AI clouds, industrial and enterprise customers, proving Nvidia no longer depends solely on Big Tech budgets. Big Tech CapEx is guided to $725B in 2026, up 77% year over year, and Nvidia should capture 35% to 40% of that spending. At 31.6x blended P/E and 22x forward earnings against 88% expected FY27 EPS growth, I remain bullish, though circular financing deals are a risk worth watching. Read the full article on Seeking Alpha
Mise à jour du récit • 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.Recent updates
Seeking Alpha • 23h
Nvidia's Stock Is Completely Mispriced
Summary Nvidia Corporation's stock is up roughly 20% over the last 12 months, while revenue grew 85% and non-GAAP EPS grew 140%, a disconnect that leaves the shares mispriced. Q1 FY27 delivered $81.6B in revenue, up 85%, with a record $48.6B in free cash flow and gross margin holding at 75%. The new reporting split shows $37B coming from AI clouds, industrial and enterprise customers, proving Nvidia no longer depends solely on Big Tech budgets. Big Tech CapEx is guided to $725B in 2026, up 77% year over year, and Nvidia should capture 35% to 40% of that spending. At 31.6x blended P/E and 22x forward earnings against 88% expected FY27 EPS growth, I remain bullish, though circular financing deals are a risk worth watching. Read the full article on Seeking AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Article d’analyse • 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.Article d’analyse • 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.Article d’analyse • 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...Mise à jour du récit • 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.
Mise à jour du récit • 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 proven
Nouveau récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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".
Nouveau récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Nouveau récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Rendement pour les actionnaires
| NVDA | US Semiconductor | US Marché | |
|---|---|---|---|
| 7D | 8.4% | 7.9% | 2.7% |
| 1Y | 23.0% | 62.2% | 20.9% |
Rendement vs Industrie: NVDA a sous-performé le secteur US Semiconductor qui a rapporté 62.2 % au cours de l'année écoulée.
Rendement vs marché: NVDA a dépassé le marché US qui a rapporté 20.9 % au cours de l'année écoulée.
Volatilité des prix
| NVDA volatility | |
|---|---|
| NVDA Average Weekly Movement | 5.8% |
| Semiconductor Industry Average Movement | 13.7% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.2% |
| 10% least volatile stocks in US Market | 3.1% |
Cours de l'action stable: NVDA n'a pas connu de volatilité de prix significative au cours des 3 derniers mois par rapport au marché US.
Volatilité au fil du temps: La volatilité hebdomadaire de NVDA ( 6% ) est restée stable au cours de l'année écoulée.
À propos de l'entreprise
| Fondée | Salariés | PDG | Site web |
|---|---|---|---|
| 1993 | 42,000 | Jensen Huang | www.nvidia.com |
NVIDIA Corporation est une entreprise spécialisée dans les infrastructures d'intelligence artificielle à l'échelle des centres de données, présente aux États-Unis, à Taïwan, en Chine, à Hong Kong, en Europe et à l'échelle internationale. Elle exerce ses activités à travers les segments « Compute & Networking » et « Graphics ». Le segment Compute & Networking fournit des plateformes de calcul et de réseau accélérées pour les centres de données, ainsi que des solutions et des logiciels d'intelligence artificielle, des plateformes automobiles et des solutions pour véhicules autonomes et électriques, y compris des logiciels. Le segment Graphics propose des GPU GeForce pour les jeux et les PC, ainsi que des GPU Quadro/NVIDIA RTX pour les stations de travail professionnelles.
NVIDIA Corporation Résumé des fondamentaux
| NVDA statistiques fondamentales | |
|---|---|
| Capitalisation boursière | US$5.42t |
| Bénéfices(TTM) | US$159.61b |
| Recettes(TTM) | US$253.49b |
34.0x
Ratio P/E21.4x
Ratio P/SLe site NVDA est-il surévalué ?
Voir Juste valeur et analyse de l'évaluationBénéfices et recettes
| NVDA compte de résultat (TTM) | |
|---|---|
| Recettes | US$253.49b |
| Coût des recettes | US$65.54b |
| Marge brute | US$187.95b |
| Autres dépenses | US$28.34b |
| Les revenus | US$159.61b |
Derniers bénéfices déclarés
Apr 26, 2026
Prochaine date de publication des résultats
Aug 26, 2026
| Résultat par action (EPS) | 6.59 |
| Marge brute | 74.15% |
| Marge bénéficiaire nette | 62.97% |
| Ratio dettes/capitaux propres | 4.3% |
Quelles ont été les performances à long terme de NVDA?
Voir les performances historiques et les comparaisonsDividendes
0.4%
Rendement actuel des dividendes0.6095%
Ratio de distributionAnalyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/08/10 13:00 |
| Cours de l'action en fin de journée | 2026/08/07 00:00 |
| Les revenus | 2026/04/26 |
| Revenus annuels | 2026/01/25 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
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| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
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* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github ; nous proposons également des guides sur la façon d’utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
NVIDIA Corporation est couverte par 94 analystes. 55 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| Stefan Chang | Aletheia Analyst Network Limited |
| James Fontanelli | Arete Research Services LLP |
| Brett Simpson | Arete Research Services LLP |