NVIDIA Corporation

NasdaqGS:NVDA 株式レポート

時価総額：US$4.9t

NVIDIA 将来の成長

Future 基準チェック /66

NVIDIA利益と収益がそれぞれ年間22.1%と24.8%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に73.3% 23.4%なると予測されています。

主要情報

22.1%

収益成長率

23.39%

EPS成長率

Semiconductor 収益成長27.4%
収益成長率24.8%
将来の株主資本利益率73.29%
アナリストカバレッジ

Good

最終更新日09 Jul 2026

今後の成長に関する最新情報

Recent updates

Seeking Alpha • Jul 06

Nvidia Just Entered A $200 Billion Market - History Says What Happens Next

Summary Nvidia Corporation remains a Strong Buy, as recent stock weakness is disconnected from operational performance and driven by external sentiment factors. NVDA's Q1 revenue surged 85% YoY to $81.6B, with Data Center revenue up 92% and gross margins holding near 75% despite rapid scaling. Management guides for $91B Q2 revenue, excluding China Data Center compute, and expects stable margins through the next chip transition. Vera Rubin CPU opens a $200B TAM, with early demand from major AI players; the market is undervaluing this long-term growth catalyst. Read the full article on Seeking Alpha
ナラティブの更新 • 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.
ナラティブの更新 • 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.
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.
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.

業績と収益の成長予測

NasdaqGS:NVDA - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
1/31/2029681,143367,983358,594363,24826
1/31/2028554,435306,702280,062291,81055
1/31/2027392,639228,512213,153208,19452
4/26/2026253,491159,613106,076125,648N/A
1/25/2026215,938120,06783,676102,718N/A
10/26/2025187,14299,19877,32483,159N/A
7/27/2025165,21886,59772,02377,035N/A
4/27/2025148,51576,77472,06476,158N/A
1/26/2025130,49772,88060,85364,089N/A
10/27/2024113,26963,07456,54658,959N/A
7/28/202496,30753,00846,78648,664N/A
4/28/202479,77442,59839,33440,524N/A
1/28/202460,92229,76027,02128,090N/A
10/29/202344,87018,88917,51518,839N/A
7/30/202332,68110,32610,32311,899N/A
4/30/202325,8784,7935,1016,821N/A
1/29/202326,9744,3683,8085,641N/A
10/30/202228,5665,9574,8296,426N/A
7/31/202229,7387,7416,2647,553N/A
5/1/202229,5419,4587,9268,965N/A
1/30/202226,9149,7528,1329,108N/A
10/31/202124,2748,2067,1568,142N/A
8/1/202121,8977,0786,6657,902N/A
5/2/202119,2565,3275,5166,787N/A
1/31/202116,6754,3324,6945,822N/A
10/25/202014,7773,8264,2305,220N/A
7/26/202013,0653,3884,9615,581N/A
4/26/202011,7783,3194,4344,950N/A
1/26/202010,9182,796N/A4,761N/A
10/27/201910,0182,411N/A4,194N/A
7/28/201910,1852,743N/A3,041N/A
4/28/201910,7293,291N/A3,018N/A
1/27/201911,7164,141N/A3,743N/A
10/28/201812,4224,694N/A4,203N/A
7/29/201811,8774,301N/A4,873N/A
4/29/201810,9843,784N/A4,665N/A
1/28/20189,7143,047N/A3,502N/A
10/29/20178,9762,582N/A2,865N/A
7/30/20178,3442,288N/A2,140N/A
4/30/20177,5421,965N/A1,635N/A
1/29/20176,9101,666N/A1,672N/A
10/30/20166,1381,220N/A1,462N/A
7/31/20165,439923N/A1,285N/A
5/1/20165,164688N/A1,248N/A
1/31/20165,010614N/A1,175N/A
10/25/20154,860600N/A1,107N/A
7/26/20154,780526N/A1,068N/A

アナリストによる今後の成長予測

収入対貯蓄率: NVDAの予測収益成長率 (年間22.1% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: NVDAの収益 ( 22.1% ) はUS市場 ( 18.1% ) よりも速いペースで成長すると予測されています。

高成長収益: NVDAの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: NVDAの収益 ( 24.8% ) US市場 ( 12.8% ) よりも速いペースで成長すると予測されています。

高い収益成長: NVDAの収益 ( 24.8% ) 20%よりも速いペースで成長すると予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: NVDAの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 73.3 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

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2026/07/09 21:28
終値2026/07/09 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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの使い方に関する ガイド や YouTube の チュートリアル もご用意しています。

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。93

アナリスト機関
Stefan ChangAletheia Analyst Network Limited
James FontanelliArete Research Services LLP
Brett SimpsonArete Research Services LLP