NVIDIA Corporation

NasdaqGS:NVDA 株式レポート

時価総額:US$4.8t

NVIDIA マネジメント

マネジメント 基準チェック /34

NVIDIAの CEO はJensen Huangで、 Apr1993年に任命され、 の在任期間は 33.17年です。 の年間総報酬は$ 36.34Mで、 4.1%給与と95.9%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の3.55%を直接所有しており、その価値は$ 171.32B 。経営陣と取締役会の平均在任期間はそれぞれ16.9年と15.3年です。

主要情報

Jensen Huang

最高経営責任者

US$36.3m

報酬総額

CEO給与比率4.12%
CEO在任期間33.2yrs
CEOの所有権3.6%
経営陣の平均在職期間16.9yrs
取締役会の平均在任期間15.3yrs

経営陣の近況

Recent updates

Seeking Alpha Jun 23

The Nvidia Vs. Intel Pair Trade

Summary Nvidia Corporation and Intel Corporation Q1 2026 financials are compared, highlighting significant differences in revenue growth and profitability. NVDA demonstrates robust YoY growth, superior gross and net margins, and strong free cash flow, reinforcing its industry leadership. INTC faces challenges in foundry revenue and margin compression, with forward estimates indicating continued underperformance relative to NVDA. Valuation multiples favor NVDA, but risks remain tied to capital expenditure intensity and evolving competitive dynamics. With INTC's multiples elevated, the market is overlooking the execution risks and high restructuring costs that will weigh on Intel's financials. Read the full article on Seeking Alpha
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.
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.

CEO報酬分析

NVIDIA の収益と比較して、Jensen Huang の報酬はどのように変化したか?
日付総報酬給与会社業績
Apr 26 2026n/an/a

US$160b

Jan 25 2026US$36mUS$1m

US$120b

Oct 26 2025n/an/a

US$99b

Jul 27 2025n/an/a

US$87b

Apr 27 2025n/an/a

US$77b

Jan 26 2025US$50mUS$1m

US$73b

Oct 27 2024n/an/a

US$63b

Jul 28 2024n/an/a

US$53b

Apr 28 2024n/an/a

US$43b

Jan 28 2024US$34mUS$997k

US$30b

Oct 29 2023n/an/a

US$19b

Jul 30 2023n/an/a

US$10b

Apr 30 2023n/an/a

US$5b

Jan 29 2023US$21mUS$997k

US$4b

Oct 30 2022n/an/a

US$6b

Jul 31 2022n/an/a

US$8b

May 01 2022n/an/a

US$9b

Jan 30 2022US$24mUS$996k

US$10b

Oct 31 2021n/an/a

US$8b

Aug 01 2021n/an/a

US$7b

May 02 2021n/an/a

US$5b

Jan 31 2021US$19mUS$1m

US$4b

Oct 25 2020n/an/a

US$4b

Jul 26 2020n/an/a

US$3b

Apr 26 2020n/an/a

US$3b

Jan 26 2020US$11mUS$997k

US$3b

報酬と市場: Jensenの 総報酬 ($USD 36.34M ) は、 US市場 ($USD 14.56M ) の同規模の企業の平均を上回っています。

報酬と収益: Jensenの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Jensen Huang (63 yo)

33.2yrs
在職期間
US$36,343,829
報酬

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...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Jen-Hsun Huang
Co-Founder33.2yrsUS$36.34m3.55%
$ 171.3b
Colette Kress
Executive VP & CFO12.8yrsUS$14.34m0.018%
$ 884.4m
Debora Shoquist
Executive Vice President of Operations17.4yrsUS$14.29m0.0065%
$ 314.7m
Timothy Teter
Executive VP9.4yrsUS$14.28m0.011%
$ 534.5m
Ajay Puri
Executive Vice President of Worldwide Field Operations20.5yrsUS$14.78m0.013%
$ 650.2m
Chris Malachowsky
Co-Founder33.4yrsUS$320.00kデータなし
Scott Gawel
Chief Accounting Officerless than a yearデータなしデータなし
William Dally
Chief Scientist & Senior VP of Research17.4yrsデータなしデータなし
Toshiya Hari
Vice President of Investor Relations & Strategic Financeno dataデータなしデータなし
Mylene Mangalindan
Vice President of Corporate Communicationsno dataデータなしデータなし
Alison Wagonfeld
Chief Marketing Officerless than a yearデータなしデータなし
Joseph Greco
Senior Vice President of Advanced Technology Group16.4yrsデータなしデータなし
16.9yrs
平均在職期間
61yo
平均年齢

経験豊富な経営陣: NVDAの経営陣は経験豊富で経験豊富です(平均在職期間は16.9年)。


取締役

名称ポジション在職期間報酬所有権
Jen-Hsun Huang
Co-Founder33.2yrsUS$36.34m3.55%
$ 171.3b
Mark Stevens
Independent Director17.8yrsUS$363.81k0.14%
$ 6.5b
A. Seawell
Independent Director28.5yrsUS$363.81k0.014%
$ 697.4m
Harvey Jones
Independent Director32.6yrsUS$363.81k0.029%
$ 1.4b
Dawn Hudson
Independent Director12.9yrsUS$363.81k0.0015%
$ 73.3m
Tench Coxe
Independent Director33yrsUS$363.81k0.13%
$ 6.1b
Melissa Lora
Independent Director2.9yrsUS$363.81k0%
$ 0
Stephen Neal
Lead Independent Director7.3yrsUS$363.81k0.00070%
$ 33.7m
Aarti Shah
Independent Director5.6yrsUS$363.81k0.00010%
$ 4.8m
John Dabiri
Independent Director5.9yrsUS$363.81k0.000060%
$ 2.9m
15.3yrs
平均在職期間
67yo
平均年齢

経験豊富なボード: NVDAの 取締役会 は経験豊富で 経験豊富 です ( 15.3年の平均在任期間)。


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2026/06/25 09:27
終値2026/06/25 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。

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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 HuangABCI Securities Company Limited
Stefan ChangAletheia Analyst Network Limited
Brett SimpsonArete Research Services LLP