NVIDIA Inkomsten in het verleden
Verleden criteriumcontroles 5/6
NVIDIA heeft de winst zien groeien met een gemiddeld jaarlijks percentage van 61.4%, terwijl de Semiconductor-industrie de winst zag groeien met 1.8% per jaar. De inkomsten zijn gegroeid met een gemiddeld jaarlijks percentage van 51.3%. Het rendement op eigen vermogen van NVIDIA is 81.7%, en het heeft een nettomarge van 63%.
Belangrijke informatie
61.42%
Groei van de winst
61.73%
Groei van de winst per aandeel
| Semiconductor Groei van de industrie | 27.66% |
| Inkomstengroei | 51.33% |
| Rendement op eigen vermogen | 81.65% |
| Nettomarge | 62.97% |
| Laatste winstupdate | 26 Apr 2026 |
Recente prestatie-updates uit het verleden
Recent updates
Seeking Alpha • Jun 17
Nvidia Won't Be This Cheap Forever
Summary Nvidia Corporation remains a Strong Buy, with accelerating growth, expanding margins, and a valuation still at a discount to sector peers. Q1 revenue surged 85% YoY to $81.6B, driven by 92% YoY data center growth and strong AI infrastructure demand. Profitability is robust: gross margin expanded 14.2 points, EPS grew 131%, and FCFs were up 86%. NVDA's Q2 guidance implies 95% YoY revenue growth and further gross margin expansion, while risks include China market loss and U.S. energy infrastructure constraints. Read the full article on Seeking Alpha
Narratiefupdate • 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.Analyseartikel • 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.Analyseartikel • 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.Analyseartikel • 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...
Narratiefupdate • 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.
Narratiefupdate • 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
Nieuw narratief • 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.Narratiefupdate • 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.
Nieuw narratief • 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".
Nieuw narratief • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Narratiefupdate • 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.Nieuw narratief • 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.Narratiefupdate • 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.Nieuw narratief • 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.Nieuw narratief • 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.
Nieuw narratief • 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.Narratiefupdate • 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.
Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Narratiefupdate • 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.Opbrengsten en kosten
Opbrengsten en kosten
Hoe NVIDIA geld verdient en uitgeeft. Gebaseerd op laatst gerapporteerde winst, op LTM-basis.
Inkomsten en omzetgeschiedenis
| Datum | Inkomsten | Inkomsten | G+A Uitgaven | R&D-uitgaven |
|---|---|---|---|---|
| 26 Apr 26 | 253,491 | 159,613 | 4,838 | 20,829 |
| 25 Jan 26 | 215,938 | 120,067 | 4,579 | 18,497 |
| 26 Oct 25 | 187,142 | 99,198 | 4,272 | 16,699 |
| 27 Jul 25 | 165,218 | 86,597 | 4,036 | 15,384 |
| 27 Apr 25 | 148,515 | 76,774 | 3,755 | 14,183 |
| 26 Jan 25 | 130,497 | 72,880 | 3,491 | 12,914 |
| 27 Oct 24 | 113,269 | 63,074 | 3,228 | 11,665 |
| 28 Jul 24 | 96,307 | 53,008 | 3,019 | 10,569 |
| 28 Apr 24 | 79,774 | 42,598 | 2,798 | 9,520 |
| 28 Jan 24 | 60,922 | 29,760 | 2,654 | 8,675 |
| 29 Oct 23 | 44,870 | 18,889 | 2,567 | 8,162 |
| 30 Jul 23 | 32,681 | 10,326 | 2,510 | 7,812 |
| 30 Apr 23 | 25,878 | 4,793 | 2,481 | 7,596 |
| 29 Jan 23 | 26,974 | 4,368 | 2,440 | 7,339 |
| 30 Oct 22 | 28,566 | 5,957 | 2,378 | 6,853 |
| 31 Jul 22 | 29,738 | 7,741 | 2,303 | 6,313 |
| 01 May 22 | 29,541 | 9,458 | 2,238 | 5,733 |
| 30 Jan 22 | 26,914 | 9,752 | 2,166 | 5,268 |
| 31 Oct 21 | 24,274 | 8,206 | 2,078 | 4,948 |
| 01 Aug 21 | 21,897 | 7,078 | 2,038 | 4,590 |
| 02 May 21 | 19,256 | 5,327 | 2,139 | 4,342 |
| 31 Jan 21 | 16,675 | 4,332 | 1,912 | 3,924 |
| 25 Oct 20 | 14,777 | 3,826 | 1,724 | 3,516 |
| 26 Jul 20 | 13,065 | 3,388 | 1,484 | 3,182 |
| 26 Apr 20 | 11,778 | 3,319 | 1,122 | 2,890 |
| 26 Jan 20 | 10,918 | 2,796 | 1,093 | 2,829 |
| 27 Oct 19 | 10,018 | 2,411 | 1,072 | 2,738 |
| 28 Jul 19 | 10,185 | 2,743 | 1,053 | 2,631 |
| 28 Apr 19 | 10,729 | 3,291 | 1,024 | 2,508 |
| 27 Jan 19 | 11,716 | 4,141 | 991 | 2,376 |
| 28 Oct 18 | 12,422 | 4,694 | 946 | 2,236 |
| 29 Jul 18 | 11,877 | 4,301 | 899 | 2,094 |
| 29 Apr 18 | 10,984 | 3,784 | 861 | 1,928 |
| 28 Jan 18 | 9,714 | 3,047 | 815 | 1,797 |
| 29 Oct 17 | 8,976 | 2,582 | 770 | 1,684 |
| 30 Jul 17 | 8,344 | 2,288 | 730 | 1,593 |
| 30 Apr 17 | 7,542 | 1,965 | 689 | 1,528 |
| 29 Jan 17 | 6,910 | 1,666 | 663 | 1,463 |
| 30 Oct 16 | 6,138 | 1,220 | 578 | 1,413 |
| 31 Jul 16 | 5,439 | 923 | 559 | 1,370 |
| 01 May 16 | 5,164 | 688 | 553 | 1,338 |
| 31 Jan 16 | 5,010 | 614 | 602 | 1,331 |
| 25 Oct 15 | 4,860 | 600 | 560 | 1,336 |
| 26 Jul 15 | 4,780 | 526 | 532 | 1,346 |
Kwaliteitswinsten: NVDA heeft een hoog niveau van non-cash earnings.
Groeiende winstmarge: De huidige netto winstmarges (63%) NVDA } zijn hoger dan vorig jaar (51.7%).
Analyse vrije kasstroom versus winst
Analyse van de winstgroei in het verleden
Winsttrend: De winst van NVDA is de afgelopen 5 jaar aanzienlijk gegroeid met 61.4% per jaar.
Versnelling van de groei: De winstgroei van NVDA over het afgelopen jaar ( 108% ) overtreft het 5-jarig gemiddelde ( 61.4% per jaar).
Winst versus industrie: De winstgroei NVDA over het afgelopen jaar ( 108% ) overtrof de Semiconductor -sector 22.6%.
Rendement op eigen vermogen
Hoge ROE: Het Rendement op eigen vermogen ( 81.7% ) van NVDA wordt als uitstekend beschouwd.
Rendement op activa
Rendement op geïnvesteerd vermogen
Ontdek sterk presterende bedrijven uit het verleden
Bedrijfsanalyse en status van financiële gegevens
| Gegevens | Laatst bijgewerkt (UTC-tijd) |
|---|---|
| Bedrijfsanalyse | 2026/06/20 18:21 |
| Aandelenkoers aan het einde van de dag | 2026/06/18 00:00 |
| Inkomsten | 2026/04/26 |
| Jaarlijkse inkomsten | 2026/01/25 |
Gegevensbronnen
De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.
| Pakket | Gegevens | Tijdframe | Voorbeeld Amerikaanse bron * |
|---|---|---|---|
| Financiële gegevens bedrijf | 10 jaar |
| |
| Consensus schattingen analisten | +3 jaar |
|
|
| Marktprijzen | 30 jaar |
| |
| Eigendom | 10 jaar |
| |
| Beheer | 10 jaar |
| |
| Belangrijkste ontwikkelingen | 10 jaar |
|
* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.
Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.
Analysemodel en Snowflake
Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina, we hebben ook handleidingen over hoe u onze rapporten kunt gebruiken en tutorials op YouTube.
Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.
Industrie en sector
Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.
Bronnen van analisten
NVIDIA Corporation wordt gevolgd door 96 analisten. 55 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.
| Analist | Instelling |
|---|---|
| Qun Huang | ABCI Securities Company Limited |
| Stefan Chang | Aletheia Analyst Network Limited |
| Brett Simpson | Arete Research Services LLP |