NVIDIA（NVDA）株式概要
エヌビディア・コーポレーションは、データセンター規模のAIインフラ企業として事業を展開している。 詳細
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NVIDIA Corporation 競合他社
価格と性能
| 過去の株価 | |
|---|---|
| 現在の株価 | US$205.19 |
| 52週高値 | US$236.54 |
| 52週安値 | US$142.03 |
| ベータ | 2.2 |
| 1ヶ月の変化 | -12.96% |
| 3ヶ月変化 | 13.84% |
| 1年変化 | 44.53% |
| 3年間の変化 | 380.63% |
| 5年間の変化 | 1,000.88% |
| IPOからの変化 | 500,168.19% |
最新ニュース
分析記事 • 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.分析記事 • 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.Seeking Alpha • Jun 10
Nvidia: Vera CPU And RTX Spark Widen The Company's Growth Runway
Summary Nvidia Corporation remains a Strong Buy with a revised base-case price target of $311, reflecting robust earnings and a favorable risk-reward profile. NVDA's Q1 FY27 results highlight accelerating data center revenue diversification, reducing customer concentration risk, and reinforcing the long-term growth story. The company's aggressive expansion into the $200 billion CPU market via Vera CPU and RTX Spark is a major, underappreciated growth catalyst. Despite competitive threats and margin risks, NVDA stock trades at a discount to slower-growing customers, with upside now driven more by earnings growth than multiple expansion. Read the full article on Seeking AlphaRecent updates
分析記事 • 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.分析記事 • 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.Seeking Alpha • Jun 10
Nvidia: Vera CPU And RTX Spark Widen The Company's Growth Runway
Summary Nvidia Corporation remains a Strong Buy with a revised base-case price target of $311, reflecting robust earnings and a favorable risk-reward profile. NVDA's Q1 FY27 results highlight accelerating data center revenue diversification, reducing customer concentration risk, and reinforcing the long-term growth story. The company's aggressive expansion into the $200 billion CPU market via Vera CPU and RTX Spark is a major, underappreciated growth catalyst. Despite competitive threats and margin risks, NVDA stock trades at a discount to slower-growing customers, with upside now driven more by earnings growth than multiple expansion. Read the full article on Seeking Alpha分析記事 • 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...
ナラティブの更新 • 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.
ナラティブの更新 • 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
新しいナラティブ • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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".
新しいナラティブ • 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.ナラティブの更新 • 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.
ナラティブの更新 • 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.新しいナラティブ • 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.ナラティブの更新 • 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.ナラティブの更新 • 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.新しいナラティブ • 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.ナラティブの更新 • 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.新しいナラティブ • 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.新しいナラティブ • 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.
新しいナラティブ • Feb 24
Steam engines 2.0: The world will find a way to meet insatiable demand for GPU’s
In the early 1990s three engineers met in a Denny’s diner in San Jose (the same Denny’s where Jensen previously worked as a dishwasher). Video games were exploding in popularity and complexity.ナラティブの更新 • Feb 22
NVDA: AI Backlog And China Policy Constraints Will Shape Future Leadership
Our updated analyst price target for Nvidia edges higher to $173.50 from $172.23 as analysts point to expectations for solid upcoming quarters, a sizable AI-related backlog, and potential catalysts such as Blackwell-driven deployments, CoreWeave related demand, and the GPU Technology Conference. Analyst Commentary Recent research on Nvidia continues to center on AI data center demand, backlog visibility, and upcoming product cycles such as Blackwell.
ナラティブの更新 • Feb 08
NVDA: AI Infrastructure Demand And Partnerships Will Sustain Market Leadership
Analysts nudged their fair value estimate for Nvidia higher from US$326.00 to about US$334.78, as they factor in expectations for stronger profit margins, a higher future P/E and recent research that highlights Nvidia's AI leadership, data center demand and supportive partner deals such as the CoreWeave agreement. Analyst Commentary Recent Street research around Nvidia has been broadly constructive, with many bullish analysts adjusting their models after company updates, product news and partner commentary.ナラティブの更新 • Jan 24
NVDA: AI Infrastructure Demand And China Policy Tensions Will Shape Future Leadership
Analysts have nudged their Nvidia fair value estimate higher to reflect slightly faster modeled revenue growth and a modestly lower future P/E assumption, with recent price target increases, new coverage initiations, and commentary around Blackwell and Rubin demand all contributing to the updated view. Analyst Commentary Recent Street research around Nvidia has been dominated by upbeat takes on AI accelerators, data center build outs, and long term demand signals for the Blackwell and Rubin product cycles.ナラティブの更新 • Jan 10
NVDA: AI Infrastructure Order Visibility And China Constraints Will Shape Future Leadership
Analysts trimmed our Nvidia fair value estimate slightly to $171.51 from $175.08, even as they raised revenue growth assumptions and referenced a series of higher Street price targets tied to continued AI data center momentum, Blackwell and Rubin order visibility, and expectations that Nvidia remains a central supplier in large hyperscale and OpenAI related buildouts. Analyst Commentary The recent wave of research on Nvidia has centered on its role in AI data centers, the scale of Blackwell and Rubin demand, and how these themes filter through to earnings expectations and valuations.ナラティブの更新 • Dec 27
NVDA: AI Infrastructure Supercycle Will Drive Multi-Year Data Center Leadership
Analysts nudged their fair value estimate for Nvidia modestly higher to approximately $253 per share from about $250 per share, citing a wave of post earnings price target hikes that highlight the company's entrenched AI data center leadership and strong multi year demand visibility, despite emerging competition from custom accelerators and TPUs. Analyst Commentary Bullish analysts largely interpret the recent wave of estimate and price target increases as confirmation that Nvidia remains the primary beneficiary of the ongoing AI infrastructure buildout, with multi year visibility supported by a deep order book for Blackwell and Rubin platforms and expanding hyperscaler and sovereign AI commitments. At the same time, there is growing acknowledgment that alternative accelerators, custom ASICs, and TPUs are beginning to carve out share in certain workloads, introducing a more competitive backdrop that could constrain upside to current expectations if Nvidia fails to maintain its performance and ecosystem advantages.ナラティブの更新 • Dec 13
NVDA: AI Data Center Demand May Sustain Leadership Amid Rising Geopolitical And Competition Risks
Analysts modestly lift their fair value estimate for Nvidia to about $175 per share from roughly $152, citing a sustained build out of AI data center infrastructure, stronger long term revenue growth expectations, and premium AI leadership, partially offset by rising competitive and execution risks. Analyst Commentary Street research remains broadly constructive on Nvidia, with most firms highlighting the company as the central beneficiary of a multi year AI infrastructure build.株主還元
| NVDA | US Semiconductor | US 市場 | |
|---|---|---|---|
| 7D | 0.04% | 5.8% | 0.8% |
| 1Y | 44.5% | 98.7% | 24.2% |
業界別リターン: NVDA過去 1 年間で98.7 % の収益を上げたUS Semiconductor業界を下回りました。
リターン対市場: NVDA過去 1 年間で24.2 % の収益を上げたUS市場を上回りました。
価格変動
| NVDA volatility | |
|---|---|
| NVDA Average Weekly Movement | 5.6% |
| Semiconductor Industry Average Movement | 11.9% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.8% |
| 10% least volatile stocks in US Market | 3.1% |
安定した株価: NVDA 、 US市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。
時間の経過による変動: NVDAの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。
会社概要
| 設立 | 従業員 | CEO（最高経営責任者 | ウェブサイト |
|---|---|---|---|
| 1993 | 42,000 | Jensen Huang | www.nvidia.com |
NVIDIA Corporationは、データセンター規模のAIインフラ企業として事業を展開しています。同社は、「Compute & Networking」および「Graphics」の2つの事業セグメントで運営されています。「Compute & Networking」セグメントは、データセンター向けアクセラレーテッド・コンピューティングおよびネットワーキング・プラットフォーム、人工知能（AI）ソリューションおよびソフトウェア、ならびに自動車向けプラットフォームおよび自動運転車・電気自動車向けソリューション（ソフトウェアを含む）を提供しています。 「Graphics」セグメントは、ゲームおよびPC向けのGeForce GPU、ならびにエンタープライズワークステーション向けグラフィックス用のQuadro/NVIDIA RTX GPUを提供しています。同社の製品は、ゲーム、プロフェッショナル・ビジュアライゼーション、データセンター、および自動車市場で利用されています。 同社は、世界中のOEM（相手先ブランド製造業者）、ODM（設計製造業者）、システムインテグレーター、ディストリビューター、独立系ソフトウェアベンダー、クラウドサービスプロバイダー、アドインボードメーカー、ディストリビューター、自動車メーカー、ティア1自動車サプライヤー、およびその他のエコシステム参加者に製品を販売しています。 同社は、Tech Mahindra Limited、Lumentum Holdings Inc.、Nebius Group N.V.、IREN Limited、VinFast Auto Ltd.、Autobrains Technologies Ltd.、およびSK hynix Inc.と戦略的提携を結んでいます。NVIDIA Corporationは1993年に設立され、カリフォルニア州サンタクララに本社を置いています。
NVIDIA Corporation 基礎のまとめ
| NVDA 基礎統計学 | |
|---|---|
| 時価総額 | US$4.97t |
| 収益（TTM） | US$159.61b |
| 売上高(TTM) | US$253.49b |
31.1x
PER（株価収益率19.6x
P/SレシオNVDA は割高か？
公正価値と評価分析を参照収益と収入
| NVDA 損益計算書（TTM） | |
|---|---|
| 収益 | US$253.49b |
| 売上原価 | US$65.54b |
| 売上総利益 | US$187.95b |
| その他の費用 | US$28.34b |
| 収益 | US$159.61b |
直近の収益報告
Apr 26, 2026
次回決算日
該当なし
| 一株当たり利益（EPS） | 6.59 |
| グロス・マージン | 74.15% |
| 純利益率 | 62.97% |
| 有利子負債／自己資本比率 | 4.3% |
NVDA の長期的なパフォーマンスは？
過去の実績と比較を見る| NVIDIA 配当日 | |
|---|---|
| 配当落ち日 | Jun 04 2026 |
| 配当支払日 | Jun 26 2026 |
| 配当落ちまでの日数 | 10 days |
| 配当支払日までの日数 | 12 days |
NVDA 配当は確実ですか？
NVDA 配当履歴とベンチマークを見る企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/06/13 17:29 |
| 終値 | 2026/06/12 00:00 |
| 収益 | 2026/04/26 |
| 年間収益 | 2026/01/25 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
NVIDIA Corporation 55 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。96
| アナリスト | 機関 |
|---|---|
| Qun Huang | ABCI Securities Company Limited |
| Stefan Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |