NVIDIA Gestion
Gestion contrôle des critères 3/4
Le PDG NVIDIA est Jensen Huang, nommé en Apr1993, a un mandat de 33.25 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 3.55% des actions de la société, d'une valeur de $ 174.61B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 17 ans et 13 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 | 33.3yrs |
| Propriété du PDG | 3.6% |
| Durée moyenne d'occupation des postes de direction | 17yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 13yrs |
Mises à jour récentes de la gestion
Recent updates
Seeking Alpha • 22h
Nvidia's Next Growth Engine: A CPU Built For AI Agents
Summary Nvidia Corporation aims to disrupt the x86 CPU market with Vera, a core design optimized for agentic AI workloads that targets around 20 billion dollars of FY27 sales. NVDA is managing surging DRAM and NAND costs through architectural tradeoffs, long term memory supply deals, and higher rack pricing to defend mid 70s gross margins. Rising B200 GPU lease rates and doubled black market Blackwell prices in China signal strong frontier AI demand and support Nvidia’s pricing power. NVDA trades at a 1-yr fwd P/E of 20.3x, roughly 24% below the broad semiconductor comp median multiples. Consensus estimates vs implied ask rates suggests an achievable earnings growth track. Monthly total return charts show NVDA stuck in a range with a failed breakout, supporting a neutral near-term technical view despite attractive fundamentals. Read the full article on Seeking Alpha
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.Nouveau récit • Mar 09
NVIDIA: Durable Infrastructure in AI Leadership, but Nigh-Perfect Precision is Required
I am still fervently steadfast in the stance that NVDA is the undisputed anchor and future driver of the global AI shift. While it is an 'obvious' megacap investment, my personal analysis depict its transition into a full stack 'AI foundry' with a widened moat that the market presently fails to price in.Mise à jour du récit • Mar 08
NVDA: AI Data Center Visibility And China Controls Will Shape Leadership
Our analyst price target for Nvidia edges higher from $173.50 to $181.39 as analysts highlight the company's AI data center leadership, a reacceleration in data center revenue, and extended visibility into 2027. At the same time, we modestly adjust revenue growth and P/E assumptions alongside a slightly higher discount rate.Nouveau récit • Mar 02
The NVIDIA Phenomenon
We've all by now seen how NVIDIA has experienced one of the most dramatic runs in modern market history over the past few years, but why is that the case? To begin with, its worth stating that NVIDIA didn’t just “get lucky”, it was uniquely positioned when generative AI took off back in 2022–2023.Nouveau récit • Feb 27
NVIDIA leads the AI charge in 2026 with record revenues and a 75% rise
NVIDIA (NVDA) – Q4 FY2026 Risk Analysis, Outlook, and Forecast I. Executive Summary NVIDIA reported exceptional Q4 FY2026 results , with record revenue and profitability , driven by unparalleled demand for AI compute infrastructure, especially in data center products.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| 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 14.63M ).
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)
33.3yrs
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 | 33.3yrs | US$36.34m | 3.55% $ 174.6b | |
| Executive VP & CFO | 12.8yrs | US$14.34m | 0.020% $ 983.9m | |
| Executive Vice President of Operations | 17.5yrs | US$14.29m | 0.0080% $ 394.9m | |
| Executive VP | 9.5yrs | US$14.28m | 0.013% $ 618.9m | |
| Executive Vice President of Worldwide Field Operations | 20.6yrs | US$14.78m | 0.015% $ 743.2m | |
| Co-Founder | 33.5yrs | US$320.00k | pas de données | |
| Chief Accounting Officer | less than a year | pas de données | pas de données | |
| Chief Scientist & Senior VP of Research | 17.5yrs | 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 | 16.5yrs | pas de données | pas de données |
17.0yrs
Durée moyenne de l'emploi
61yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de NVDA est chevronnée et expérimentée (17 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 33.3yrs | US$36.34m | 3.55% $ 174.6b | |
| Independent Director | 17.8yrs | US$363.81k | 0.13% $ 6.5b | |
| Independent Director | 28.6yrs | US$363.81k | 0.014% $ 711.3m | |
| Independent Director | 32.7yrs | US$363.81k | 0.029% $ 1.4b | |
| Independent Director | 13yrs | US$363.81k | 0.0015% $ 74.7m | |
| Independent Director | 33.1yrs | US$363.81k | 0.12% $ 6.1b | |
| Director | no data | pas de données | 0.000010% $ 491.2k | |
| Independent Director | 3yrs | US$363.81k | 0.000010% $ 491.2k | |
| Lead Independent Director | 7.3yrs | US$363.81k | 0.00070% $ 34.4m | |
| Independent Director | 5.7yrs | US$363.81k | 0.00010% $ 4.9m | |
| Independent Director | 6yrs | US$363.81k | 0.000060% $ 2.9m |
13.0yrs
Durée moyenne de l'emploi
68yo
Âge moyen
Conseil d'administration expérimenté: Le conseil d'administration de la NVDA est chevronné et expérimenté ( 13 années d'ancienneté moyenne).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/07/20 14:53 |
| Cours de l'action en fin de journée | 2026/07/20 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 |
|
|
| 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'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 |