NVIDIA Corporation

NasdaqGS:NVDA 株式レポート

時価総額:US$5.4t

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 33.33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$ 192.82B 。経営陣と取締役会の平均在任期間はそれぞれ17.1年と13.1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33.3yrs
CEOの所有権3.6%
経営陣の平均在職期間17.1yrs
取締役会の平均在任期間13.1yrs

経営陣の近況

Recent updates

Seeking Alpha Aug 09

Nvidia's Stock Is Completely Mispriced

Summary Nvidia Corporation's stock is up roughly 20% over the last 12 months, while revenue grew 85% and non-GAAP EPS grew 140%, a disconnect that leaves the shares mispriced. Q1 FY27 delivered $81.6B in revenue, up 85%, with a record $48.6B in free cash flow and gross margin holding at 75%. The new reporting split shows $37B coming from AI clouds, industrial and enterprise customers, proving Nvidia no longer depends solely on Big Tech budgets. Big Tech CapEx is guided to $725B in 2026, up 77% year over year, and Nvidia should capture 35% to 40% of that spending. At 31.6x blended P/E and 22x forward earnings against 88% expected FY27 EPS growth, I remain bullish, though circular financing deals are a risk worth watching. Read the full article on Seeking Alpha
ナラティブ更新 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.
ナラティブ更新 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.
ナラティブ更新 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.

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 14.41M ) 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)

33.3yrs
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-Founder33.3yrsUS$36.34m3.55%
$ 192.8b
Colette Kress
Executive VP & CFO12.9yrsUS$14.34m0.020%
$ 1.1b
Debora Shoquist
Executive Vice President of Operations17.6yrsUS$14.29m0.0080%
$ 436.1m
Timothy Teter
Executive VP9.6yrsUS$14.28m0.013%
$ 683.5m
Ajay Puri
Executive Vice President of Worldwide Field Operations20.7yrsUS$14.78m0.015%
$ 820.7m
Chris Malachowsky
Co-Founder33.6yrsUS$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 Research17.6yrs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 Group16.6yrsデータなしデータなし
17.1yrs
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17.1年)。


取締役

名称ポジション在職期間報酬所有権
Jen-Hsun Huang
Co-Founder33.3yrsUS$36.34m3.55%
$ 192.8b
Mark Stevens
Independent Director17.9yrsUS$363.81k0.13%
$ 7.1b
A. Seawell
Independent Director28.7yrsUS$363.81k0.014%
$ 785.5m
Harvey Jones
Independent Director32.8yrsUS$363.81k0.029%
$ 1.6b
Dawn Hudson
Independent Director13.1yrsUS$363.81k0.0015%
$ 82.5m
Tench Coxe
Independent Director33.2yrsUS$363.81k0.12%
$ 6.6b
Suzanne Nora Johnson
Directorless than a yearデータなし0.000010%
$ 542.4k
Melissa Lora
Independent Director3.1yrsUS$363.81k0.000010%
$ 542.4k
Stephen Neal
Lead Independent Director7.4yrsUS$363.81k0.00070%
$ 38.0m
Aarti Shah
Independent Director5.8yrsUS$363.81k0.00010%
$ 5.4m
John Dabiri
Independent Director6.1yrsUS$363.81k0.000060%
$ 3.3m
13.1yrs
平均在職期間
68yo
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 ( 13.1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2026/08/10 12:50
終値2026/08/07 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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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。94

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