NVIDIA Gestion
Gestion contrôle des critères 3/4
Le PDG NVIDIA est Jensen Huang, nommé en Apr1993, a un mandat de 33.42 ans. La rémunération annuelle totale est $ 36.34M, composée du salaire de 4.1% et des bonus 95.9%, y compris les actions et options de la société. détient directement 3.56% des actions de la société, d'une valeur de $ 191.28B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 17.2 ans et 13.2 ans.
Informations clés
Jensen Huang
Directeur général
US$36.3m
Rémunération totale
| Pourcentage du salaire du PDG | 4.12% |
| Durée du mandat du directeur général | 33.4yrs |
| Propriété du PDG | 3.6% |
| Durée moyenne d'occupation des postes de direction | 17.2yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 13.2yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • 11h
Worried About An AI Bubble? Buy Nvidia Anyway
Summary AI infrastructure capex is projected to reach $3–$4 trillion annually by 2030, underpinning Nvidia Corporation's long-term demand outlook. Key NVDA drivers include the end of Moore’s law and the rise of agentic and physical AI. AI names are such a big part of indices that simply avoiding them still leaves investors exposed to AI downsides without the upside. AI-Skeptical investors should, therefore, buy Nvidia as part of a barbell strategy. Nvidia's conservative balance sheet and diversified investments are what make it a good candidate for that barbell strategy. Read the full article on Seeking Alpha
Mise à jour du récit • Sep 17
NVDA: AI Infrastructure Financing And Software Expansion Will Sustain Future Leadership
Nvidia's updated analyst fair value estimate has moved from about $405 to roughly $451, as analysts factor in stronger modeled revenue growth, a lower assumed future P/E, and the recent Hugging Face acquisition, which they see as reinforcing the company's position across the AI compute and software stack. Analyst Commentary Recent research coverage on Nvidia points to a generally upbeat stance from bullish analysts who see the company as a central supplier in AI compute and systems.
Nouveau récit • Sep 04
NVIDIA — Selling the Picks & Shovels of the AI Build-Out
NVIDIA is my highest-conviction "picks-and-shovels" bet on the AI build-out: it sells the compute that everyone else needs, with a CUDA software moat that keeps customers locked in. This is the core engine of my long-term AI thesis.
Mise à jour du récit • Sep 03
NVDA: AI Infrastructure Financing And Export Controls Will Shape Future Returns Balance
Analysts have increased their fair value estimate for Nvidia from $198.85 to $205.19. The change reflects updated views on the company’s AI systems leadership, growing CPU contribution and financing partnerships that shape expectations for future earnings power and risk.Nouveau récit • Aug 30
NVIDIA is the toll booth on the largest infrastructure build-out in commercial history
NVIDIA is the toll booth on the largest infrastructure build-out in commercial history, and it holds that position through a two-layer lock-in that most investors misidentify. The layer everyone names — CUDA and the framework libraries — is measurably eroding on a dated, shipping timetable.
Nouveau récit • Aug 28
Nvidia Isn’t Cisco. And It’s Still Cheap
I was wrong about NVIDIA as a previous shareholder. I totally missed the AI boom.
Nouveau récit • Aug 26
NVDA | Nvidia Corporation: What They Said vs. What They Did
TheGapReport: NVIDIA Corporation (NVDA) Q2 2027 (may 20 - aug 26) NVIDIA's Q2 fiscal 2027 results, arrived with a structural admission that management had not offered 90 days earlier: supply is now the binding constraint on the company's growth, not demand, not product readiness, not market development. The $96 billion quarter — record revenue, fourth consecutive year-over-year acceleration — lands differently when the accompanying FY2028 guide of approximately 70% growth is immediately qualified as supply-constrained, with unconstrained demand running "a lot higher." ✅ Delivered Vera Rubin Launch — Production and Ramp In May, Colette Kress said Vera Rubin production shipments would commence in the second half of fiscal 2027, starting in Q3.
Mise à jour du récit • 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.
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.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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Jul 26 2026 | n/a | n/a | US$193b |
| 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$3b |
Rémunération vs marché: La rémunération totale de Jensen ($USD 36.34M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.74M ).
Rémunération et revenus: La rémunération de Jensen a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.
PDG
Jensen Huang (63 yo)
33.4yrs
Titularisation
US$36,343,829
Compensation
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...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 33.4yrs | US$36.34m | 3.56% $ 191.3b | |
| Executive VP & CFO | 13yrs | US$14.34m | 0.020% $ 1.1b | |
| Executive Vice President of Operations | 17.7yrs | US$14.29m | 0.0079% $ 425.1m | |
| Executive VP | 9.7yrs | US$14.28m | 0.012% $ 663.9m | |
| Co-Founder | 33.7yrs | US$320.00k | pas de données | |
| Chief Accounting Officer | less than a year | pas de données | 0.00023% $ 12.3m | |
| Chief Scientist & Senior VP of Research | 17.7yrs | pas de données | pas de données | |
| Vice President of Investor Relations & Strategic Finance | no data | pas de données | pas de données | |
| Vice President of Corporate Communications | no data | pas de données | pas de données | |
| Chief Marketing Officer | less than a year | pas de données | pas de données | |
| Senior Vice President of Advanced Technology Group | 16.7yrs | pas de données | pas de données | |
| Senior Vice President of Software Engineering | 18.7yrs | pas de données | pas de données |
17.2yrs
Durée moyenne de l'emploi
59yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de NVDA est chevronnée et expérimentée (17.2 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 33.4yrs | US$36.34m | 3.56% $ 191.3b | |
| Independent Director | 18yrs | US$363.81k | 0.12% $ 6.4b | |
| Independent Director | 28.8yrs | US$363.81k | 0.015% $ 779.3m | |
| Independent Director | 32.8yrs | US$363.81k | 0.029% $ 1.6b | |
| Independent Director | 13.2yrs | US$363.81k | 0.0015% $ 82.1m | |
| Independent Director | 33.3yrs | US$363.81k | 0.12% $ 6.5b | |
| Director | less than a year | pas de données | 0.000010% $ 536.7k | |
| Independent Director | 3.2yrs | US$363.81k | 0.000010% $ 536.7k | |
| Lead Independent Director | 7.5yrs | US$363.81k | 0.00070% $ 37.6m | |
| Independent Director | 5.8yrs | US$363.81k | 0.00010% $ 5.4m | |
| Independent Director | 6.2yrs | US$363.81k | 0.000060% $ 3.2m |
13.2yrs
Durée moyenne de l'emploi
68yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la NVDA est chevronné et expérimenté ( 13.2 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/09/21 21:54 |
| Cours de l'action en fin de journée | 2026/09/21 00:00 |
| Les revenus | 2026/07/26 |
| 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 |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* 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' 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. 58 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 |
| Brett Simpson | Arete Research Services LLP |
| James Fontanelli | Arete Research Services LLP |